401(k) · DOL Form 5500 · 2023

Heart Institute of East Texas, P.a. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
52
Participants Small participant base
62nd
Percentile by assets National rank
$226,659
Avg per participant Above avg balance/head
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Official DOL plan name: Heart Institute of East Texas P. a. Employees Retirement Plan · Sponsored by Heart Institute of East Texas, P.a. · Texas · Healthcare & Social Assistance

$12M in assets, 52 participants

Heart Institute of East Texas, P.a.'s Heart Institute of East Texas P. a. Employees Retirement Plan reported $12M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,948 in Healthcare & Social Assistance (17,684 peers)

Heart Institute of East Texas, P.a. multi-year trail

Heart Institute of East Texas, P.a.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Heart Institute of East Texas P. a. Employees Retirement Plan at $12M / 52 participants.

#11,948
in Healthcare & Social Assistance (17,684 peers)
+23.1%
assets growth YoY

Heart Institute of East Texas P. a. Employees Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Heart Institute of East Texas P. a. Employees Retirement Plan vs every filed plan by assets

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

$11,786,253 Top 38% higher than 62% 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

Heart Institute of East Texas P. a. Employees Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart Institute of East Texas P. a. Employees Retirement Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heart Institute of East Texas P. a. Employees Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heart Institute of East Texas P. a. Employees Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Heart Institute of East Texas P. a. Employees Retirement Plan reported participants rose from 48 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751893084 · Heart Institute of East Texas, P.a. PY 2023 · 401(k)

Heart Institute of East Texas P. a. Employees Retirement Plan · $12M · 52 · 62nd

  • PART $12M
  • TYPE 52
  • NET 62nd
  • BOOK 401(k)
  • VS-ST near Meridian Group 401(k) Savings Plan
  • BOY ind #11948

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 →

Heart Institute of East Texas P. a. Employees Retirement Plan in the asset neighbourhood

Heart Institute of East Texas P. a. Employees Retirement PlanHeart Institute of East Texa…$12MMeridian Group 401(k) Savings PlanMeridian Group 401(k) Saving…$12MEarly Learning Coalition of Miami Dade-Monroe Retirement Plan & TrustEarly Learning Coalition of …$12MHarlem Children's Zone, Inc. Profit Sharing PlanHarlem Children's Zone, Inc.…$12MIvx Health 401(k) Plan$12M
End-of-year total assets ($M) among Heart Institute of East Texas P. a. Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heart Institute of East Texas, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Heart Institute of East Texas, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 46.92303491916725% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.58M $14.1M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 48 $10M
2023 1 52 $12M
2024 1 56 $14M

Heart Institute of East Texas, P.a. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN751893084
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Heart Institute of East Texas P. a. Employees Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heart Institute of East Texas P. a. Employees Retirement Plan, Total assets ($B): 0.011786253 · Participants: 52Heart Institute of East Texas P. a. Employees Retirement 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
Heart Institute of East Texas P. a. Employees Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heart Institute of East Texas P. a. Employees Retirement Plan side-by-side with 3 peers →

Heart Institute of East Texas P. a. Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Meridian Group 401(k) Savings Plan in WI ($12M); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Heart Institute of East Texas P. a. Employees Retirement Plan assets move in 2023? ▼
Heart Institute of East Texas P. a. Employees Retirement Plan grew sharply - up 23.1% during 2023, from $10M to $12M. Reported net income was $2M.
How have Heart Institute of East Texas, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart Institute of East Texas, P.a.'s sponsor-wide assets grew 46.9%, from $10M to $14M.
Which 401(k) plans are similar in size to Heart Institute of East Texas P. a. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meridian Group 401(k) Savings Plan in WI ($12M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Heart Institute of East Texas P. a. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants, N/A 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 751893084.

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.