Profit Sharing · DOL Form 5500 · 2023
Mclennan County Medical Education & Research Foundation Profit Sharing Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 607
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $46,002
- Avg per participant Low balance/head
Official DOL plan name: F.H.C. Employees' Retirement and Security Plan · Sponsored by Mclennan County Medical Education & Research Foundation · Texas · Healthcare & Social Assistance
$28M in assets, 607 participants
Mclennan County Medical Education & Research Foundation's F.H.C. Employees' Retirement and Security Plan reported $28M in total assets and 607 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,421 in Healthcare & Social Assistance (17,684 peers)
Where F.H.C. Employees' Retirement and Security Plan sits by assets
F.H.C. Employees' Retirement and Security Plan sits in the top quartile of all filed plans by assets, $28M for 607 participants (~$46,002/participant), up 15.5% in 2023.
- #14,421
- in Healthcare & Social Assistance (17,684 peers)
- +15.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
F.H.C. Employees' Retirement and Security Plan's outsized position by total assets
F.H.C. Employees' Retirement and Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,923,015 Top 22% higher than 78% 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
F.H.C. Employees' Retirement and Security 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. F.H.C. Employees' Retirement and Security Plan sits mid-pack in the medium band (607 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- F.H.C. Employees' Retirement and Security Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- F.H.C. Employees' Retirement and Security Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- F.H.C. Employees' Retirement and Security Plan reported participants rose from 586 in the plan year 2022 filing to 607 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 741873453 · Mclennan County Medical Education & Research Foundation PY 2023 · Profit Sharing
F.H.C. Employees' Retirement and Security Plan · $28M · 607 · 78th
- 5500 $28M
- ASSETS 607
- PCT 78th
- EIN Profit Sharing
- RANK near Intertec Employees' Profit Sharing and Savings Plan and Trust
- PHOTO ind #14421
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 →
F.H.C. Employees' Retirement and Security Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 741873453 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mclennan County Medical Education & Research Foundation)
Sponsor-wide plan assets over time
All Mclennan County Medical Education & Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 31.10007339212673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,171 | $40M |
| 2023 | 2 | 1,205 | $48M |
| 2024 | 2 | 1,347 | $53M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
F.H.C. Employees' Retirement and Security Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Intertec Employees' Profit Sharing and Savings Plan and Trust in OH ($28M); by covered participants it is Upland Hills Health 403(b) Retirement Plan in WI (606 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (607 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.