401(k) · DOL Form 5500 · 2023

Texas Health Resources 401(k) Plan

Data updated 2026-08-25

$2.9B
Total assets Very large vs avg
27,002
Participants Very large workforce
100th
Percentile by assets National rank
$106,377
Avg per participant Below avg balance/head
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Official DOL plan name: Texas Health 401(k) Retirement Plan · Sponsored by Texas Health Resources · Texas · Healthcare & Social Assistance

$2.9B in assets, 27,002 participants

Texas Health Resources's Texas Health 401(k) Retirement Plan reported $2.9B in total assets and 27,002 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #17,627 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Texas Health 401(k) Retirement Plan covers 27,002 participants in Texas, 39x the typical Texas plan (state average ~688 per filing). Assets: $2.9B.

#17,627
in Healthcare & Social Assistance (17,684 peers)
+20.3%
assets growth YoY
29×
vs typical plan assets (national mean)

Texas Health 401(k) Retirement Plan's outsized position by total assets

Texas Health 401(k) Retirement Plan vs every filed plan by assets

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

$2,872,379,537 Highest reported value at or above every one 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

Texas Health 401(k) Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Health 401(k) Retirement Plan is a mega filing (27,002 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Health 401(k) Retirement Plan reported net income rose from -$460M in the plan year 2022 filing to $485M in the plan year 2023 filing.
  • Texas Health 401(k) Retirement Plan end-of-year assets rose from $2.4B in the plan year 2022 filing to $2.9B in the plan year 2023 filing.
  • Texas Health 401(k) Retirement Plan reported participants rose from 25,510 in the plan year 2022 filing to 27,002 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752702388 · Texas Health Resources PY 2023 · 401(k)

Texas Health 401(k) Retirement Plan · $2.9B · 27,002 · 100th

  • IND $2.9B
  • EOY 27,002
  • 5500 100th
  • ASSETS 401(k)
  • PCT near Wellington Retirement and Pension Plan
  • EIN ind #17627

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 →

Texas Health 401(k) Retirement Plan in the asset neighbourhood

Wellington Retirement and Pension PlanWellington Retirement and Pe…$2.9BThe Rsm US LLP Retirement PlanThe Rsm US LLP Retirement Pl…$2.9BTexas Health 401(k) Retirement PlanTexas Health 401(k) Retireme…$2.9BRegions Financial Corporation 401(k) PlanRegions Financial Corporatio…$2.9BDillard's, Inc. Investment & Employee Stock Ownership PlanDillard's, Inc. Investment &…$2.9B
End-of-year total assets ($B) among Texas Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$2.4B
Net Assets (End of Year)$2.9B
Net Income$485M
Employer EIN752702388
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Health Resources)

Sponsor-wide plan assets over time

All Texas Health Resources plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 39.07971409231432% vs 2022
2024 filing year
$2B$2.5B$3B$3.5B$4B 202220232024 $2.5B $3.47B ▲ +38.8%
Year Plans Participants Total Assets
2022 5 27,468 $2.5B
2023 5 28,929 $3.1B
2024 5 32,262 $3.5B

Nearby 401(k) Plans in Texas

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

Texas Health 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 01020304050 Total assets ($B) Participants Texas Health 401(k) Retirement Plan, Total assets ($B): 2.872379537 · Participants: 27002Texas Health 401(k) Retirement 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
Texas Health 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Health 401(k) Retirement Plan side-by-side with 3 peers →

Scale composition for Texas Health 401(k) Retirement Plan

Texas Health 401(k) Retirement Plan reports $2.9B in end-of-year assets across 27,002 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.029% of 93,925,755 covered participants) - about $106,377 per participant (77% of the national average assets-per-participant) . Net income for plan year 2023 was $485M.

This plan identity (EIN 752702388, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.4B to $3.3B (+38.2%) while covered participants moved from 25,510 to 29,682 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 25,510 $2.4B Open filing
2023 27,002 $2.9B This page
2024 · index core 29,682 $3.3B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

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

Outside Texas, the nearest 401(k) by assets is Wellington Retirement and Pension Plan in MA ($2.9B); by covered participants it is Leidos, Inc. Retirement Plan in VA (27,043 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (27,002 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 Texas Health 401(k) Retirement Plan assets move in 2023? ▼
Texas Health 401(k) Retirement Plan grew sharply - up 20.3% during 2023, from $2.4B to $2.9B. Reported net income was $485M.
How have Texas Health Resources plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Health Resources's sponsor-wide assets grew 39.1%, from $2.5B to $3.5B.
Where does Texas Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Texas Health 401(k) Retirement Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Texas Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wellington Retirement and Pension Plan in MA ($2.9B, 2,450 participants).
Which 401(k) plans cover a similar participant headcount to Texas Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Leidos, Inc. Retirement Plan in VA (27,043 participants, $10.6B 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 752702388.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.