Defined Benefit (Pension) · DOL Form 5500 · 2023

Health Care Service Corporation, a Mutual Legal Reserve Co. Pension Plan

Data updated 2026-08-25

$2.4B
Total assets Very large vs avg
21,042
Participants Very large workforce
99th
Percentile by assets National rank
$112,427
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,761
in Finance & Insurance (8,869 peers)
+13.5%
assets growth YoY
24×
vs typical plan assets (national mean)

The Hcsc Employee Pension Plan's outsized position by total assets

The Hcsc Employee Pension Plan vs every filed plan by assets

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

$2,365,696,120 Top 1% higher than 99% 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

The Hcsc Employee Pension 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. The Hcsc Employee Pension Plan is a mega filing (21,042 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 361236610 · Health Care Service Corporation, a Mutual Legal Reserve Co. PY 2023 · Defined Benefit (Pension)

The Hcsc Employee Pension Plan · $2.4B · 21,042 · 99th

  • BOOK $2.4B
  • VS-ST 21,042
  • BOY 99th
  • SCH Defined Benefit (Pension)
  • EBSA near The Hearst Corporation Retirement Plan
  • PART ind #8761

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 Finance & Insurance retirement plans → · Plans in Texas →

The Hcsc Employee Pension Plan in the asset neighbourhood

The Hcsc Employee Pension PlanThe Hcsc Employee Pension Pl…$2.4BThe Hearst Corporation Retirement PlanThe Hearst Corporation Retir…$2.4BCsx Pension Plan$2.4BUnion Carbide Employees' Pension PlanUnion Carbide Employees' Pen…$2.4BFrontier Communications Pension PlanFrontier Communications Pens…$2.4B
End-of-year total assets ($B) among The Hcsc Employee Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$2.1B
Net Assets (End of Year)$2.4B
Net Income$281M
Employer EIN361236610
Plan Effective Date1948-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Care Service Corporation, a Mutual Legal Reserve Co.)

Sponsor-wide plan assets over time

All Health Care Service Corporation, a Mutual Legal Reserve Co. plans reported in each filing year

Latest sponsor-wide plan assets
$6.5B 32.24926427715383% vs 2022
2024 filing year
$4.5B$5B$5.5B$6B$6.5B$7B 202220232024 $4.88B $6.46B ▲ +32.4%
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 Scatter plot of 6 data points. 050000100000150000 010203040 Total assets ($B) Participants The Hcsc Employee Pension Plan, Total assets ($B): 2.36569612 · Participants: 21042The Hcsc Employee Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
The Hcsc Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare The Hcsc Employee Pension Plan side-by-side with 3 peers →

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 Hcsc Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is The Hearst Corporation Retirement Plan in NC ($2.4B); by covered participants it is Employees' Retirement Plan of Duke University in NC (21,020 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (21,042 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 The Hcsc Employee Pension Plan assets move in 2023? ▼
The Hcsc Employee Pension Plan grew at a solid clip - up 13.5% during 2023, from $2.1B to $2.4B. Reported net income was $281M.
How have Health Care Service Corporation, a Mutual Legal Reserve Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Care Service Corporation, a Mutual Legal Reserve Co.'s sponsor-wide assets grew 32.2%, from $4.9B to $6.5B.
Where does The Hcsc Employee Pension Plan rank by assets among Form 5500 filers? ▼
The Hcsc Employee Pension Plan ranks in the 99th 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 Defined Benefit (Pension) plans are similar in size to The Hcsc Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Hearst Corporation Retirement Plan in NC ($2.4B, 1,922 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Hcsc Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Duke University in NC (21,020 participants, $2.6B 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 361236610.

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.