401(k) · DOL Form 5500 · 2023

H. E. Butt Grocery Company 401(k) Plan

Data updated 2026-08-06

$3.8B
Total assets
97,935
Participants
100th
Percentile by assets
$38,957
Avg per participant
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Official DOL plan name: H-E-B Savings & Retirement Plan · Sponsored by H. E. Butt Grocery Company · Texas · Retail Trade

$3.8B in assets, 97,935 participants

H. E. Butt Grocery Company's H-E-B Savings & Retirement Plan reported $3.8B in total assets and 97,935 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • 100th percentile by assets (of 126,618 plans)
  • #8,352 in Retail Trade (8,373 peers)

Coverage in Texas

H-E-B Savings & Retirement Plan covers 97,935 participants in Texas, 139x the typical Texas plan (state average ~704 per filing). Assets: $3.8B.

$3.8B
total plan assets (2023 EOY)
97,935
covered participants
100th
percentile by assets (of 126,618 plans)
$38,957
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H-E-B Savings & Retirement Plan reported net income rose from -$440M in the plan year 2022 filing to $557M in the plan year 2023 filing.
  • H-E-B Savings & Retirement Plan end-of-year assets rose from $3.3B in the plan year 2022 filing to $3.8B in the plan year 2023 filing.
  • H-E-B Savings & Retirement Plan reported participants rose from 85,450 in the plan year 2022 filing to 97,935 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State
Texas
Industry
Retail Trade

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. H-E-B Savings & Retirement Plan reports 97,935 participants - 139x that state average ($3.8B EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$3.3B
Net Assets (End of Year)$3.8B
Net Income$557M
Employer EIN740537175
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H. E. Butt Grocery Company)

$4B$4.5B$5B$5.5B$6B$6.5B 202220232024 $4.34B $5.9B ▲ +35.9%
Total plan assets by year, all H. E. Butt Grocery Company plans on file
Year Plans Participants Total Assets
2022 2 157,116 $4.3B
2023 2 194,846 $5.1B
2024 2 208,575 $5.9B

Nearby 401(k) Plans in Texas

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

H-E-B Savings & Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

H-E-B Savings & Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 01020304050 Total assets ($B) Participants H-E-B Savings & Reti…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
H-E-B Savings & Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare H-E-B Savings & Retirement Plan side-by-side with 3 peers →

Scale composition for H-E-B Savings & Retirement Plan

H-E-B Savings & Retirement Plan reports $3.8B in end-of-year assets across 97,935 participants (0.033% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.11% of 89,805,449 covered participants) - about $38,957 per participant (28% of the national average assets-per-participant) . Net income for plan year 2023 was $557M.

This plan identity (EIN 740537175, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.3B to $4.3B (+31.6%) while covered participants moved from 85,450 to 104,613 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 85,450 $3.3B Open filing
2023 97,935 $3.8B This page
2024 · index core 104,613 $4.3B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to H-E-B Savings & Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did H-E-B Savings & Retirement Plan assets move in 2023? ▼
H-E-B Savings & Retirement Plan grew sharply - up 15.9% during 2023, from $3.3B to $3.8B. Reported net income was $557M.
How have H. E. Butt Grocery Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. E. Butt Grocery Company's sponsor-wide assets grew 35.9%, from $4.3B to $5.9B.
Where does H-E-B Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
H-E-B Savings & Retirement Plan ranks in the 100th percentile by end-of-year assets among 126,618 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to H-E-B Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is McDonald's Corporation 401(k) Plan in IL ($3.8B, 21,332 participants).

Next read for H-E-B Savings & Retirement Plan

Filing takeaways

Ways to act on H-E-B Savings & Retirement Plan's numbers.

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 740537175.

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.