401(k) · DOL Form 5500 · 2023

Texas Medical Liability Trust 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
168
Participants Small participant base
86th
Percentile by assets National rank
$319,302
Avg per participant High balance/head
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Official DOL plan name: Texas Medical Liability Trust 401(k) Plan · Sponsored by Texas Medical Liability Trust · Texas · Finance & Insurance

$54M in assets, 168 participants

Texas Medical Liability Trust's Texas Medical Liability Trust 401(k) Plan reported $54M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,991 in Finance & Insurance (8,869 peers)

Coverage in Texas

Texas Medical Liability Trust 401(k) Plan covers 168 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $54M.

#6,991
in Finance & Insurance (8,869 peers)
+20.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Texas Medical Liability Trust 401(k) Plan's outsized position by total assets

Texas Medical Liability Trust 401(k) Plan vs every filed plan by assets

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

$53,642,792 Top 14% higher than 86% 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 Medical Liability Trust 401(k) 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. Texas Medical Liability Trust 401(k) Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Medical Liability Trust 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Texas Medical Liability Trust 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $54M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742002140 · Texas Medical Liability Trust PY 2023 · 401(k)

Texas Medical Liability Trust 401(k) Plan · $54M · 168 · 86th

  • BOY $54M
  • SCH 168
  • EBSA 86th
  • PART 401(k)
  • TYPE near American Dental Partners, Inc. Savings and Retirement Plan
  • NET ind #6991

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 →

Texas Medical Liability Trust 401(k) Plan in the asset neighbourhood

Just Born, Inc. Savings and Investment Plan (Salaried)Just Born, Inc. Savings and …$54MSouthwestern Michigan Emergency Services, P.C. Profit Sharing Retirement PlanSouthwestern Michigan Emerge…$54MSba Defined Contribution Plan for Citizens and Farmers BankSba Defined Contribution Pla…$54MAmerican Dental Partners, Inc. Savings and Retirement PlanAmerican Dental Partners, In…$54MTexas Medical Liability Trust 401(k) PlanTexas Medical Liability Trus…$54M
End-of-year total assets ($M) among Texas Medical Liability Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$54M
Net Income$9M
Employer EIN742002140
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Medical Liability Trust)

Sponsor-wide plan assets over time

All Texas Medical Liability Trust plans reported in each filing year

Latest sponsor-wide plan assets
$67M 32.068919529052195% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.4M $66.6M ▲ +32.1%
Year Plans Participants Total Assets
2022 2 317 $50M
2023 2 301 $60M
2024 2 306 $67M

Nearby 401(k) Plans in Texas

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

Texas Medical Liability Trust 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Medical Liability Trust 401(k) Plan, Total assets ($B): 0.053642792 · Participants: 168Texas Medical Liability Trust 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
Texas Medical Liability Trust 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Medical Liability Trust 401(k) Plan side-by-side with 3 peers →

Texas Medical Liability Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is American Dental Partners, Inc. Savings and Retirement Plan in IL ($54M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Medical Liability Trust 401(k) Plan assets move in 2023? ▼
Texas Medical Liability Trust 401(k) Plan grew sharply - up 20.6% during 2023, from $44M to $54M. Reported net income was $9M.
How have Texas Medical Liability Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Medical Liability Trust's sponsor-wide assets grew 32.1%, from $50M to $67M.
Where does Texas Medical Liability Trust 401(k) Plan rank by assets among Form 5500 filers? ▼
Texas Medical Liability Trust 401(k) Plan ranks in the 86th 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 Texas Medical Liability Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Dental Partners, Inc. Savings and Retirement Plan in IL ($54M, 687 participants).
Which 401(k) plans cover a similar participant headcount to Texas Medical Liability Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 742002140.

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.