401(k) · DOL Form 5500 · 2023

Texas Medical Association 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
129
Participants Small participant base
87th
Percentile by assets National rank
$430,900
Avg per participant High balance/head
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Official DOL plan name: Texas Medical Association Employees 401(k) Profit Sharing Plan · Sponsored by Texas Medical Association · Texas · Other Services

$56M in assets, 129 participants

Texas Medical Association's Texas Medical Association Employees 401(k) Profit Sharing Plan reported $56M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,395 in Other Services (7,857 peers)

Coverage in Texas

Texas Medical Association Employees 401(k) Profit Sharing Plan covers 129 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $56M.

#7,395
in Other Services (7,857 peers)
+20.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Texas Medical Association Employees 401(k) Profit Sharing Plan's outsized position by total assets

Texas Medical Association Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$55,586,052 Top 13% higher than 87% 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 Association Employees 401(k) Profit Sharing 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 Association Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Medical Association Employees 401(k) Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Texas Medical Association Employees 401(k) Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Texas Medical Association Employees 401(k) Profit Sharing Plan reported participants fell from 133 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741078510 · Texas Medical Association PY 2023 · 401(k)

Texas Medical Association Employees 401(k) Profit Sharing Plan · $56M · 129 · 87th

  • EBSA $56M
  • PART 129
  • TYPE 87th
  • NET 401(k)
  • BOOK near John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan
  • VS-ST ind #7395

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 Other Services retirement plans → · Plans in Texas →

Texas Medical Association Employees 401(k) Profit Sharing Plan in the asset neighbourhood

Auriga Polymers Inc. Employees' Savings PlanAuriga Polymers Inc. Employe…$56MTexas Medical Association Employees 401(k) Profit Sharing PlanTexas Medical Association Em…$56MJohn Staurulakis LLC Cash or Deferred Arrangement Profit Sharing PlanJohn Staurulakis LLC Cash or…$56MGw&k 401(k) Savings Plan$56MGalen Medical Group Employees Retirement Savings PlanGalen Medical Group Employee…$56M
End-of-year total assets ($M) among Texas Medical Association Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$56M
Net Income$10M
Employer EIN741078510
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Medical Association)

Sponsor-wide plan assets over time

All Texas Medical Association plans reported in each filing year

Latest sponsor-wide plan assets
$62M 35.4553365282813% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $46.1M $62.4M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 133 $46M
2023 1 129 $56M
2024 1 132 $62M

Nearby 401(k) Plans in Texas

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

Texas Medical Association Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Medical Association Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.055586052 · Participants: 129Texas Medical Association Employees 401(k) Profit Sharing 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 Association Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Medical Association Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

Texas Medical Association Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan in MD ($56M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Association Employees 401(k) Profit Sharing Plan assets move in 2023? ▼
Texas Medical Association Employees 401(k) Profit Sharing Plan grew sharply - up 20.7% during 2023, from $46M to $56M. Reported net income was $10M.
How have Texas Medical Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Medical Association's sponsor-wide assets grew 35.5%, from $46M to $62M.
Where does Texas Medical Association Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Texas Medical Association Employees 401(k) Profit Sharing Plan ranks in the 87th 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 Association Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan in MD ($56M, 548 participants).
Which 401(k) plans cover a similar participant headcount to Texas Medical Association Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 741078510.

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.