Money Purchase · DOL Form 5500 · 2023

Texas Health Resources Money Purchase Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
324
Participants Below avg headcount
74th
Percentile by assets National rank
$65,998
Avg per participant Below avg balance/head
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Official DOL plan name: Frozen Phs 401(a) Plan · Sponsored by Texas Health Resources · Texas · Healthcare & Social Assistance

$21M in assets, 324 participants

Texas Health Resources's Frozen Phs 401(a) Plan reported $21M in total assets and 324 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.

  • #13,800 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Frozen Phs 401(a) Plan covers 324 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#13,800
in Healthcare & Social Assistance (17,684 peers)
-4.6%
assets change YoY

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 401(a) Plan's outsized position by total assets

Frozen Phs 401(a) Plan vs every filed plan by assets

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

$21,383,205 Top 26% higher than 74% 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 401(a) 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 401(a) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Frozen Phs 401(a) Plan reported net income rose from -$6M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Frozen Phs 401(a) Plan reported participants fell from 351 in the plan year 2022 filing to 324 in the plan year 2023 filing.
  • Frozen Phs 401(a) Plan end-of-year assets fell from $22M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752702388 · Texas Health Resources PY 2023 · Money Purchase

Frozen Phs 401(a) Plan · $21M · 324 · 74th

  • PCT $21M
  • PCT 324
  • PCT 74th
  • PCT Money Purchase
  • PCT near Sherin and Lodgen Retirement Plan
  • PCT ind #13800

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 401(a) Plan in the asset neighbourhood

Morningside University Defined Contribution RetireMorningside University Defin…$22MRhode Island Sheet Metal Workers Local 17 Annuity FundRhode Island Sheet Metal Wor…$21MSherin and Lodgen Retirement PlanSherin and Lodgen Retirement…$21MFrozen Phs 401(a) Plan$21MOregon Health & Science University Foundation Pension PlanOregon Health & Science Univ…$21M
End-of-year total assets ($M) among Frozen Phs 401(a) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$1M
Employer EIN752702388
Plan Effective Date1984-05-01
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 Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Frozen Phs 401(a) Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Frozen Phs 401(a) Plan, Total assets ($B): 0.021383205 · Participants: 324Frozen Phs 401(a) PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Frozen Phs 401(a) Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Frozen Phs 401(a) Plan side-by-side with 3 peers →

Frozen Phs 401(a) Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Sherin and Lodgen Retirement Plan in MA ($21M); by covered participants it is Skadden Arps Slate Meagher & Flom Retirement Plan in NY (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 401(a) Plan assets move in 2023? ▼
Frozen Phs 401(a) Plan edged down modestly - down 4.6% during 2023, from $22M to $21M. 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.
Which Money Purchase plans are similar in size to Frozen Phs 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sherin and Lodgen Retirement Plan in MA ($21M, 58 participants).
Which Money Purchase plans cover a similar participant headcount to Frozen Phs 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Skadden Arps Slate Meagher & Flom Retirement Plan in NY (324 participants, $433M 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.