401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$3.8B
Total assets Very large vs avg
97,935
Participants Very large workforce
100th
Percentile by assets National rank
$38,957
Avg per participant Low balance/head
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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.

  • #8,393 in Retail Trade (8,414 peers)

Coverage in Texas

H-E-B Savings & Retirement Plan covers 97,935 participants in Texas, 142x the typical Texas plan (state average ~688 per filing). Assets: $3.8B.

#8,393
in Retail Trade (8,414 peers)
+15.9%
assets growth YoY
38×
vs typical plan assets (national mean)

H-E-B Savings & Retirement Plan's outsized position by total assets

H-E-B Savings & Retirement Plan vs every filed plan by assets

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

$3,815,264,922 Highest reported value at or above every one 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

H-E-B Savings & Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H-E-B Savings & Retirement Plan is a mega filing (97,935 participants), the rightmost band on the breakdown.

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 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 740537175 · H. E. Butt Grocery Company PY 2023 · 401(k)

H-E-B Savings & Retirement Plan · $3.8B · 97,935 · 100th

  • ASSETS $3.8B
  • ASSETS 97,935
  • ASSETS 100th
  • ASSETS 401(k)
  • ASSETS near McDonald's Corporation 401(k) Plan
  • ASSETS ind #8393

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 Retail Trade retirement plans → · Plans in Texas →

H-E-B Savings & Retirement Plan in the asset neighbourhood

Koch Employees' Savings Plan$3.9BMcDonald's Corporation 401(k) PlanMcDonald's Corporation 401(k…$3.8BSavings Plan of Entergy Corporation and SubsidiariesSavings Plan of Entergy Corp…$3.8BH-E-B Savings & Retirement PlanH-E-B Savings & Retirement P…$3.8BEcolab Savings Plan and ESOP$3.8B
End-of-year total assets ($B) among H-E-B Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All H. E. Butt Grocery Company plans reported in each filing year

Latest sponsor-wide plan assets
$5.9B 35.907103287899105% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B$6B$6.5B 202220232024 $4.34B $5.9B ▲ +35.9%
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 Scatter plot of 6 data points. 050000100000150000 01020304050 Total assets ($B) Participants H-E-B Savings & Retirement Plan, Total assets ($B): 3.815264922 · Participants: 97935H-E-B Savings & 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
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 (0.031% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.10% of 93,925,755 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:

H-E-B Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is McDonald's Corporation 401(k) Plan in IL ($3.8B); by covered participants it is Northrop Grumman Savings Plan in VA (97,987 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (97,935 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 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 127,072 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).
Which 401(k) plans cover a similar participant headcount to H-E-B Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northrop Grumman Savings Plan in VA (97,987 participants, $36.2B 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 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.