401(k) · DOL Form 5500 · 2023

Healthcare Service Corporation 401(k) Plan

Data updated 2026-08-25

$3.4B
Total assets Very large vs avg
26,627
Participants Very large workforce
100th
Percentile by assets National rank
$129,177
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The 401(k) Plan · Sponsored by Healthcare Service Corporation · Texas · Finance & Insurance

$3.4B in assets, 26,627 participants

Healthcare Service Corporation's The 401(k) Plan reported $3.4B in total assets and 26,627 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.

  • #8,795 in Finance & Insurance (8,869 peers)

Coverage in Texas

The 401(k) Plan covers 26,627 participants in Texas, 39x the typical Texas plan (state average ~688 per filing). Assets: $3.4B.

#8,795
in Finance & Insurance (8,869 peers)
+22.9%
assets growth YoY
35×
vs typical plan assets (national mean)

The 401(k) Plan's outsized position by total assets

The 401(k) Plan vs every filed plan by assets

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

$3,439,599,459 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

The 401(k) 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. The 401(k) Plan is a mega filing (26,627 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The 401(k) Plan reported net income rose from -$426M in the plan year 2022 filing to $544M in the plan year 2023 filing.
  • The 401(k) Plan end-of-year assets rose from $2.8B in the plan year 2022 filing to $3.4B in the plan year 2023 filing.
  • The 401(k) Plan reported participants rose from 23,898 in the plan year 2022 filing to 26,627 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 361236610 · Healthcare Service Corporation PY 2023 · 401(k)

The 401(k) Plan · $3.4B · 26,627 · 100th

  • VS-ST $3.4B
  • BOY 26,627
  • SCH 100th
  • EBSA 401(k)
  • PART near Anheuser-Busch 401(k) Savings and Retirement Plan
  • TYPE ind #8795

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 Finance & Insurance retirement plans → · Plans in Texas →

The 401(k) Plan in the asset neighbourhood

Kraft Heinz Savings Plan$3.5BNvidia Corporation 401(k) PlanNvidia Corporation 401(k) Pl…$3.5BGilead Sciences 401(k) Plan$3.5BThe 401(k) Plan$3.4BAnheuser-Busch 401(k) Savings and Retirement PlanAnheuser-Busch 401(k) Saving…$3.4B
End-of-year total assets ($B) among The 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$2.8B
Net Assets (End of Year)$3.4B
Net Income$544M
Employer EIN361236610
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcare Service Corporation)

Sponsor-wide plan assets over time

All Healthcare Service Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6.5B 32.24926427715383% vs 2022
2024 filing year
$4.5B$5B$5.5B$6B$6.5B$7B 202220232024 $4.88B $6.46B ▲ +32.4%
Year Plans Participants Total Assets
2022 3 44,702 $4.9B
2023 2 47,669 $5.8B
2024 2 53,317 $6.5B

Nearby 401(k) Plans in Texas

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

The 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 01020304050 Total assets ($B) Participants The 401(k) Plan, Total assets ($B): 3.439599459 · Participants: 26627The 401(k) 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
The 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The 401(k) Plan side-by-side with 3 peers →

Scale composition for The 401(k) Plan

The 401(k) Plan reports $3.4B in end-of-year assets across 26,627 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.028% of 93,925,755 covered participants) - about $129,177 per participant (93% of the national average assets-per-participant) . Net income for plan year 2023 was $544M.

This plan identity (EIN 361236610, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.8B to $3.9B (+40.0%) while covered participants moved from 23,898 to 29,059 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 23,898 $2.8B Open filing
2023 26,627 $3.4B This page
2024 · index core 29,059 $3.9B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Texas, the nearest 401(k) by assets is Anheuser-Busch 401(k) Savings and Retirement Plan in MO ($3.4B); by covered participants it is Textron Savings Plan in RI (26,580 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (26,627 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 The 401(k) Plan assets move in 2023? ▼
The 401(k) Plan grew sharply - up 22.9% during 2023, from $2.8B to $3.4B. Reported net income was $544M.
How have Healthcare Service Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthcare Service Corporation's sponsor-wide assets grew 32.2%, from $4.9B to $6.5B.
Where does The 401(k) Plan rank by assets among Form 5500 filers? ▼
The 401(k) 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 The 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anheuser-Busch 401(k) Savings and Retirement Plan in MO ($3.4B, 15,250 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Textron Savings Plan in RI (26,580 participants, $5.7B 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 361236610.

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.