401(k) · DOL Form 5500 · 2023

Erika Flowers 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size: 1,169
Participants Near avg headcount: 79th
Percentile by assets National rank: $24,818
Avg per participant Low balance/head

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Official DOL plan name: Ventra Health Retirement Plan · Sponsored by Erika Flowers · Texas · Management of Enterprises

$29M in assets, 1,169 participants

Erika Flowers's Ventra Health Retirement Plan reported $29M in total assets and 1,169 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

#671 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Ventra Health Retirement Plan ranks #671 of 1,137 2023 filers by assets (1225% of the sector average)-$29M for 1,169 participants.

#671
in Management of Enterprises (1,137 peers): +3.5%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Ventra Health Retirement Plan's outsized position by total assets

Ventra Health Retirement Plan vs every filed plan by assets

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

$29,012,152 Top 21% higher than 79% of 127,068 filed plans

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

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

Ventra Health Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ventra Health Retirement Plan lands in the large band (1,169 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ventra Health Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $680K in the plan year 2023 filing.
Ventra Health Retirement Plan reported participants fell from 1,236 in the plan year 2022 filing to 1,169 in the plan year 2023 filing.
Ventra Health Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 811702029 · Erika Flowers PY 2023 · 401(k)

Ventra Health Retirement Plan · $29M · 1,169 · 79th

SCH $29M
SCH 1,169
SCH 79th
SCH 401(k)
SCH near Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan
SCH ind #671

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 Management of Enterprises retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Ventra Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$29M
Net Income	$680K
Employer EIN	811702029
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Erika Flowers)

Latest sponsor-wide plan assets: $30M 7.149680133501681% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,236	$28M
2023	1	1,169	$29M
2024	1	785	$30M

Nearby 401(k) Plans in Texas

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

Ventra Health Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Ventra Health Retirement Plan side-by-side with 3 peers →

Ventra Health Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan in CA ($29M); by covered participants it is First Bancorp Employees' 401(k) Savings Plan in NC (1,169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan (CA) $29M · 2,102
Olympus Holdings, LLC & Affiliates 401(k) Plan (NJ) $29M · 302
Etr Associates, Inc. 401(k) Plan (CA) $29M · 148
Erickson-Hall Construction Company 401(k) Profit Sharing Plan and Trust (CA) $29M · 182

Similar participant headcount

Nearest other-state filings by covered participants (1,169 participants); asset peers above are excluded.

First Bancorp Employees' 401(k) Savings Plan (NC) 1,169 · 0 off
Northwest Hardwoods, Inc. 401(k) Plan (WA) 1,169 · 0 off
Miller Waste Mills, Inc. 401(k) Plan and Trust (MN) 1,169 · 0 off
Scion Group 401(k) Plan (IL) 1,169 · 0 off

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 Ventra Health Retirement Plan assets move in 2023? ▼

Ventra Health Retirement Plan edged up modestly - up 3.5% during 2023, from $28M to $29M. Reported net income was $680K.

How have Erika Flowers plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Erika Flowers's sponsor-wide assets grew 7.1%, from $28M to $30M.

Where does Ventra Health Retirement Plan rank by assets among Form 5500 filers? ▼

Ventra Health Retirement Plan ranks in the 79th 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 Ventra Health Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan in CA ($29M, 2,102 participants).

Which 401(k) plans cover a similar participant headcount to Ventra Health Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is First Bancorp Employees' 401(k) Savings Plan in NC (1,169 participants, $138M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811702029.