Profit Sharing · DOL Form 5500 · 2023
H. E. Butt Grocery Company Profit Sharing Plan
Data updated 2026-08-06
- $1.3B
- Total assets
- 96,911
- Participants
- 99th
- Percentile by assets
- $13,623
- Avg per participant
Official DOL plan name: H-E-B Partner Stock Plan · Sponsored by H. E. Butt Grocery Company · Texas · Retail Trade
$1.3B in assets, 96,911 participants
H. E. Butt Grocery Company's H-E-B Partner Stock Plan reported $1.3B in total assets and 96,911 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 126,618 plans)
- #8,320 in Retail Trade (8,373 peers)
Coverage in Texas
H-E-B Partner Stock Plan covers 96,911 participants in Texas, 138x the typical Texas plan (state average ~704 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2023 EOY)
- 96,911
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $13,623
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- H-E-B Partner Stock Plan reported net income rose from $155M in the plan year 2022 filing to $275M in the plan year 2023 filing.
- H-E-B Partner Stock Plan reported participants rose from 71,666 in the plan year 2022 filing to 96,911 in the plan year 2023 filing.
- H-E-B Partner Stock Plan end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. H-E-B Partner Stock Plan reports 96,911 participants - 138x that state average ($1.3B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $275M |
| Employer EIN | 740537175 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H. E. Butt Grocery Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 157,116 | $4.3B |
| 2023 | 2 | 194,846 | $5.1B |
| 2024 | 2 | 208,575 | $5.9B |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
H-E-B Partner Stock Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
- Hp Inc. Deferred Profit-Sharing Plan $298M · 396
Scale composition for H-E-B Partner Stock Plan
H-E-B Partner Stock Plan reports $1.3B in end-of-year assets across 96,911 participants (0.011% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.11% of 89,805,449 covered participants) - about $13,623 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $275M.
This plan identity (EIN 740537175, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.6B (+49.5%) while covered participants moved from 71,666 to 103,962 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 71,666 | $1.0B | Open filing |
| 2023 | 96,911 | $1.3B | This page |
| 2024 · index core | 103,962 | $1.6B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- H-E-B Savings & Retirement Plan (401(k), $4.3B, 104,613 participants)
- H-E-B Partner Stock Plan (Profit Sharing, $1.6B, 103,962 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to H-E-B Partner Stock Plan by total assets, not by location.
- Memorialcare Retirement Plan (CA) $1.3B · 4,728
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.3B · 5,914
- North Atlantic States Carpenters Annuity Plan (CT) $1.3B · 11,025
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $1.3B · 96,058
Frequently Asked Questions
How did H-E-B Partner Stock Plan assets move in 2023? ▼
How have H. E. Butt Grocery Company plan assets changed over time? ▼
Where does H-E-B Partner Stock Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to H-E-B Partner Stock Plan? ▼
Next read for H-E-B Partner Stock Plan
Filing takeaways
Ways to act on H-E-B Partner Stock Plan's numbers.
- By total assets, H-E-B Partner Stock Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
- H. E. Butt Grocery Company's sponsor-wide assets have grown 35.9% since 2022 across 3 plan years on file. More Retail Trade plans