Profit Sharing · DOL Form 5500 · 2023
H. E. Butt Grocery Company Profit Sharing Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 96,911
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $13,623
- Avg per participant Low balance/head
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.
- #8,361 in Retail Trade (8,414 peers)
Coverage in Texas
H-E-B Partner Stock Plan covers 96,911 participants in Texas, 141x the typical Texas plan (state average ~688 per filing). Assets: $1.3B.
- #8,361
- in Retail Trade (8,414 peers)
- +26.3%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
H-E-B Partner Stock Plan's outsized position by total assets
H-E-B Partner Stock Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,320,262,511 Top 1% higher than 99% 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
H-E-B Partner Stock 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 Partner Stock Plan is a mega filing (96,911 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 740537175 · H. E. Butt Grocery Company PY 2023 · Profit Sharing
H-E-B Partner Stock Plan · $1.3B · 96,911 · 99th
- BOY $1.3B
- SCH 96,911
- EBSA 99th
- PART Profit Sharing
- TYPE near Memorialcare Retirement Plan
- NET ind #8361
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 Partner Stock Plan in the asset neighbourhood
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)
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
| 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.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.10% of 93,925,755 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)
H-E-B Partner Stock Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Memorialcare Retirement Plan in CA ($1.3B); by covered participants it is Consolidated 403(b) Program of Mass General Brigham and Member Organizations in MA (74,212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (96,911 participants); asset peers above are excluded.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations (MA) 74,212 · 22,699 off
- Motion Picture Industry Individual Account Plan (CA) 71,071 · 25,840 off
- SEIU 775 Secure Retirement Plan (WA) 70,796 · 26,115 off
- Southwest Carpenters Annuity Fund (CA) 52,075 · 44,836 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.