401(k) · DOL Form 5500 · 2023

Lubbock Heart Hospital, LP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 382
Participants Below avg headcount: 74th
Percentile by assets National rank: $57,279
Avg per participant Low balance/head

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Official DOL plan name: Lubbock Heart Hospital, LP 401(k) Plan · Sponsored by Lubbock Heart Hospital, LP · Texas · Healthcare & Social Assistance

$22M in assets, 382 participants

Lubbock Heart Hospital, LP's Lubbock Heart Hospital, LP 401(k) Plan reported $22M in total assets and 382 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

#13,857 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Lubbock Heart Hospital, LP 401(k) Plan grew sharply 25.7% in 2023 ($17M → $22M) for 382 participants.

#13,857
in Healthcare & Social Assistance (17,684 peers): +25.7%
assets growth YoY

Lubbock Heart Hospital, LP 401(k) Plan's outsized position by total assets

Lubbock Heart Hospital, LP 401(k) Plan vs every filed plan by assets

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

$21,880,530 Top 26% higher than 74% 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

Lubbock Heart Hospital, LP 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. Lubbock Heart Hospital, LP 401(k) Plan sits mid-pack in the medium band (382 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%)

Lubbock Heart Hospital, LP 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Lubbock Heart Hospital, LP 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Lubbock Heart Hospital, LP 401(k) Plan reported participants rose from 363 in the plan year 2022 filing to 382 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 510436196 · Lubbock Heart Hospital, LP PY 2023 · 401(k)

Lubbock Heart Hospital, LP 401(k) Plan · $22M · 382 · 74th

EOY $22M
EOY 382
EOY 74th
EOY 401(k)
EOY near Rockford Corporation 401(k) Retirement Savings Plan
EOY ind #13857

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Lubbock Heart Hospital, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lubbock Heart Hospital, LP years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	363	$17M
2023	1	382	$22M
2024	1	397	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$22M
Net Income	$4M
Employer EIN	510436196
Plan Effective Date	2003-12-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lubbock Heart Hospital, LP 401(k) 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 Lubbock Heart Hospital, LP 401(k) Plan side-by-side with 3 peers →

Lubbock Heart Hospital, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rockford Corporation 401(k) Retirement Savings Plan in AZ ($22M); by covered participants it is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Rockford Corporation 401(k) Retirement Savings Plan (AZ) $22M · 102
Ekman & Co., Inc. Employees Retirement Plan (FL) $22M · 75
Dubois & King, Inc. Profit Sharing 401(k) Plan (VT) $22M · 154
Pivot Bio 401(k) P/S Plan (CA) $22M · 449

Similar participant headcount

Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.

Clow Valve Company Hourly 401(k) Retirement Plan (AL) 382 · 0 off
Positronic Industries, Inc. 401(k) Retirement Savings Plan (MO) 382 · 0 off
Quality Brands Distribution, LLC 401(k) Retirement Plan (NE) 382 · 0 off
Educational Media Foundation 401(k) Plan (CA) 382 · 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 Lubbock Heart Hospital, LP 401(k) Plan assets move in 2023? ▼

Lubbock Heart Hospital, LP 401(k) Plan grew sharply - up 25.7% during 2023, from $17M to $22M. Reported net income was $4M.

Which 401(k) plans are similar in size to Lubbock Heart Hospital, LP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rockford Corporation 401(k) Retirement Savings Plan in AZ ($22M, 102 participants).

Which 401(k) plans cover a similar participant headcount to Lubbock Heart Hospital, LP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants, $12M 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 510436196.