401(k) · DOL Form 5500 · 2023

Houston Zoo, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
404
Participants Below avg headcount
76th
Percentile by assets National rank
$60,689
Avg per participant Low balance/head
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Official DOL plan name: Houston Zoo Employees' 401(k) Plan · Sponsored by Houston Zoo, Inc. · Texas · Arts, Entertainment & Recreation

$25M in assets, 404 participants

Houston Zoo, Inc.'s Houston Zoo Employees' 401(k) Plan reported $25M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,517 in Arts, Entertainment & Recreation (2,945 peers)

Where Houston Zoo Employees' 401(k) Plan sits by assets

Houston Zoo Employees' 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 404 participants (~$60,689/participant), up 20.0% in 2023.

#2,517
in Arts, Entertainment & Recreation (2,945 peers)
+20.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Houston Zoo Employees' 401(k) Plan's outsized position by total assets

Houston Zoo Employees' 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,518,509 Top 24% higher than 76% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Houston Zoo Employees' 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Zoo Employees' 401(k) Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houston Zoo Employees' 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Houston Zoo Employees' 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Houston Zoo Employees' 401(k) Plan reported participants rose from 371 in the plan year 2022 filing to 404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741590271 · Houston Zoo, Inc. PY 2023 · 401(k)

Houston Zoo Employees' 401(k) Plan · $25M · 404 · 76th

  • IND $25M
  • IND 404
  • IND 76th
  • IND 401(k)
  • IND near Archerpoint Employee Stock Ownership and 401(k) Plan
  • IND ind #2517

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Houston Zoo Employees' 401(k) Plan in the asset neighbourhood

Houston Zoo Employees' 401(k) PlanHouston Zoo Employees' 401(k…$25MArcherpoint Employee Stock Ownership and 401(k) PlanArcherpoint Employee Stock O…$25MBear Holdings, LLC 401(k) PlanBear Holdings, LLC 401(k) Pl…$25MNewton Wellesley Orthopedic Associates, Inc. Retirement PlanNewton Wellesley Orthopedic …$25MThe Krapf Group 401(k) Plan$25M
End-of-year total assets ($M) among Houston Zoo Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN741590271
Plan Effective Date2002-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Zoo, Inc.)

Sponsor-wide plan assets over time

All Houston Zoo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 38.11311121633602% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.4M $28.2M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 371 $20M
2023 1 404 $25M
2024 1 405 $28M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Houston Zoo Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Houston Zoo Employees' 401(k) Plan, Total assets ($B): 0.024518509 · Participants: 404Houston Zoo Employees' 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Houston Zoo Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Houston Zoo Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Archerpoint Employee Stock Ownership and 401(k) Plan in GA ($25M); by covered participants it is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (404 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Houston Zoo Employees' 401(k) Plan assets move in 2023?
Houston Zoo Employees' 401(k) Plan grew sharply - up 20.0% during 2023, from $20M to $25M. Reported net income was $4M.
How have Houston Zoo, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Houston Zoo, Inc.'s sponsor-wide assets grew 38.1%, from $20M to $28M.
Where does Houston Zoo Employees' 401(k) Plan rank by assets among Form 5500 filers?
Houston Zoo Employees' 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Houston Zoo Employees' 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Archerpoint Employee Stock Ownership and 401(k) Plan in GA ($25M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Houston Zoo Employees' 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants, $27M in assets).