Other · DOL Form 5500 · 2023
Texas Heart Institute Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $106,167
- Avg per participant Below avg balance/head
Official DOL plan name: Texas Heart Institute Section 403(b) Plan · Sponsored by Texas Heart Institute · Texas · Healthcare & Social Assistance
$21M in assets, 200 participants
Texas Heart Institute's Texas Heart Institute Section 403(b) Plan reported $21M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #13,783 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Texas Heart Institute Section 403(b) Plan covers 200 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $21M.
- #13,783
- in Healthcare & Social Assistance (17,684 peers)
- +10.0%
- assets growth YoY
Texas Heart Institute Section 403(b) Plan's outsized position by total assets
Texas Heart Institute Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,233,348 Top 26% higher than 74% 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
Texas Heart Institute Section 403(b) 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 Heart Institute Section 403(b) Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Texas Heart Institute Section 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Texas Heart Institute Section 403(b) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Texas Heart Institute Section 403(b) Plan reported participants rose from 184 in the plan year 2022 filing to 200 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 746053200 · Texas Heart Institute PY 2023 · Other
Texas Heart Institute Section 403(b) Plan · $21M · 200 · 74th
- PART $21M
- PART 200
- PART 74th
- PART Other
- PART near Anna Maria College DC Retirement Plan
- PART ind #13783
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 →
Texas Heart Institute Section 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 746053200 |
| Plan Effective Date | 1962-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Heart Institute)
Sponsor-wide plan assets over time
All Texas Heart Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 23.705909785747725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 255 | $26M |
| 2023 | 2 | 261 | $29M |
| 2024 | 2 | 253 | $32M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Texas Heart Institute Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Anna Maria College DC Retirement Plan in MA ($21M); by covered participants it is Cazenovia College 403(b) Retirement Plan in NY (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (200 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.