401(k) · DOL Form 5500 · 2023

Texas Health Resources 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
689
Participants Below avg headcount
83rd
Percentile by assets National rank
$57,484
Avg per participant Low balance/head
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Official DOL plan name: Frozen Phs & Hmhs 403(b) Annuity Plan · Sponsored by Texas Health Resources · Texas · Healthcare & Social Assistance

$40M in assets, 689 participants

Texas Health Resources's Frozen Phs & Hmhs 403(b) Annuity Plan reported $40M in total assets and 689 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,109 in Healthcare & Social Assistance (17,684 peers)

Where Frozen Phs & Hmhs 403(b) Annuity Plan sits by assets

Frozen Phs & Hmhs 403(b) Annuity Plan sits in the top quartile of all filed plans by assets, $40M for 689 participants (~$57,484/participant), down 2.5% in 2023.

#15,109
in Healthcare & Social Assistance (17,684 peers)
-2.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Frozen Phs & Hmhs 403(b) Annuity Plan's outsized position by total assets

Frozen Phs & Hmhs 403(b) Annuity Plan vs every filed plan by assets

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

$39,606,290 Top 17% higher than 83% 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

Frozen Phs & Hmhs 403(b) Annuity 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. Frozen Phs & Hmhs 403(b) Annuity Plan sits mid-pack in the medium band (689 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Frozen Phs & Hmhs 403(b) Annuity Plan reported net income rose from -$15M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Frozen Phs & Hmhs 403(b) Annuity Plan reported participants fell from 773 in the plan year 2022 filing to 689 in the plan year 2023 filing.
  • Frozen Phs & Hmhs 403(b) Annuity Plan end-of-year assets fell from $41M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Frozen Phs & Hmhs 403(b) Annuity Plan · $40M · 689 · 83rd

  • NET $40M
  • NET 689
  • NET 83rd
  • NET 401(k)
  • NET near Blue River Technology 401(k) Plan
  • NET ind #15109

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 →

Frozen Phs & Hmhs 403(b) Annuity Plan in the asset neighbourhood

Chevron Stations Inc. Thrift PlanChevron Stations Inc. Thrift…$40MGutchess Companies 401(k) Savings PlanGutchess Companies 401(k) Sa…$40MFrozen Phs & Hmhs 403(b) Annuity PlanFrozen Phs & Hmhs 403(b) Ann…$40MBlue River Technology 401(k) PlanBlue River Technology 401(k)…$40MGsw Sports LLC 401(k) Plan$40M
End-of-year total assets ($M) among Frozen Phs & Hmhs 403(b) Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$40M
Net Income-$1M
Employer EIN752702388
Plan Effective Date1991-01-01
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.

Frozen Phs & Hmhs 403(b) Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Frozen Phs & Hmhs 403(b) Annuity Plan, Total assets ($B): 0.03960629 · Participants: 689Frozen Phs & Hmhs 403(b) Annuity 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
Frozen Phs & Hmhs 403(b) Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Frozen Phs & Hmhs 403(b) Annuity Plan side-by-side with 3 peers →

Frozen Phs & Hmhs 403(b) Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Blue River Technology 401(k) Plan in CA ($40M); by covered participants it is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN (689 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (689 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 Frozen Phs & Hmhs 403(b) Annuity Plan assets move in 2023? ▼
Frozen Phs & Hmhs 403(b) Annuity Plan edged down modestly - down 2.5% during 2023, from $41M to $40M. Reported net income was -$1M.
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 Frozen Phs & Hmhs 403(b) Annuity Plan rank by assets among Form 5500 filers? ▼
Frozen Phs & Hmhs 403(b) Annuity Plan ranks in the 83rd 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 Frozen Phs & Hmhs 403(b) Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue River Technology 401(k) Plan in CA ($40M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Frozen Phs & Hmhs 403(b) Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN (689 participants, $21M 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.