Defined Benefit (Pension) · DOL Form 5500 · 2023
Health Care Service Corporation, a Mutual Legal Reserve Co. Pension Plan
Data updated 2026-08-11
- $2.4B
- Total assets
- 21,042
- Participants
- 99th
- Percentile by assets
- $112,427
- Avg per participant
Official DOL plan name: The Hcsc Employee Pension Plan · Sponsored by Health Care Service Corporation, a Mutual Legal Reserve Co. · Texas · Finance & Insurance
$2.4B in assets, 21,042 participants
Health Care Service Corporation, a Mutual Legal Reserve Co.'s The Hcsc Employee Pension Plan reported $2.4B in total assets and 21,042 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 127,072 plans)
- #8,761 in Finance & Insurance (8,869 peers)
Coverage in Texas
The Hcsc Employee Pension Plan covers 21,042 participants in Texas, 31x the typical Texas plan (state average ~688 per filing). Assets: $2.4B.
- $2.4B
- total plan assets (2023 EOY)
- 21,042
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $112,427
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Hcsc Employee Pension Plan reported net income rose from -$363M in the plan year 2022 filing to $281M in the plan year 2023 filing.
- The Hcsc Employee Pension Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.4B in the plan year 2023 filing.
- The Hcsc Employee Pension Plan reported participants rose from 20,684 in the plan year 2022 filing to 21,042 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. The Hcsc Employee Pension Plan reports 21,042 participants - 31x that state average ($2.4B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.4B |
| Net Income | $281M |
| Employer EIN | 361236610 |
| Plan Effective Date | 1948-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Care Service Corporation, a Mutual Legal Reserve Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 44,702 | $4.9B |
| 2023 | 2 | 47,669 | $5.8B |
| 2024 | 2 | 53,317 | $6.5B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Hcsc Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Scale composition for The Hcsc Employee Pension Plan
The Hcsc Employee Pension Plan reports $2.4B in end-of-year assets across 21,042 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $112,427 per participant (81% of the national average assets-per-participant) . Net income for plan year 2023 was $281M.
This plan identity (EIN 361236610, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.5B (+21.9%) while covered participants moved from 20,684 to 24,258 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,684 | $2.1B | Open filing |
| 2023 | 21,042 | $2.4B | This page |
| 2024 | 24,258 | $2.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The 401(k) Plan (401(k), $3.9B, 29,059 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Hcsc Employee Pension Plan by total assets, not by location.
- The Hearst Corporation Retirement Plan (NC) $2.4B · 1,922
- Csx Pension Plan (FL) $2.4B · 2,446
- Frontier Communications Pension Plan (CT) $2.4B · 9,659
- Union Carbide Employees' Pension Plan (MI) $2.4B · 1,775
Frequently Asked Questions
How did The Hcsc Employee Pension Plan assets move in 2023? ▼
How have Health Care Service Corporation, a Mutual Legal Reserve Co. plan assets changed over time? ▼
Where does The Hcsc Employee Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Hcsc Employee Pension Plan? ▼
Next read for The Hcsc Employee Pension Plan
Filing takeaways
Ways to act on The Hcsc Employee Pension Plan's numbers.
- By total assets, The Hcsc Employee Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Health Care Service Corporation, a Mutual Legal Reserve Co.'s sponsor-wide assets have grown 32.2% since 2022 across 3 plan years on file. More Finance & Insurance plans