401(k) · DOL Form 5500 · 2023
Steward Health Care 401(k) Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 33,563
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $54,666
- Avg per participant Low balance/head
Official DOL plan name: Steward Health Care 401(k) Retirement Savings Plan · Sponsored by Steward Health Care · Texas · Healthcare & Social Assistance
$1.8B in assets, 33,563 participants
Steward Health Care's Steward Health Care 401(k) Retirement Savings Plan reported $1.8B in total assets and 33,563 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.
- #17,576 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Steward Health Care 401(k) Retirement Savings Plan covers 33,563 participants in Texas, 49x the typical Texas plan (state average ~688 per filing). Assets: $1.8B.
- #17,576
- in Healthcare & Social Assistance (17,684 peers)
- +10.6%
- assets growth YoY
- 18×
- vs typical plan assets (national mean)
Steward Health Care 401(k) Retirement Savings Plan's outsized position by total assets
Steward Health Care 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,834,765,013 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
Steward Health Care 401(k) Retirement Savings 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. Steward Health Care 401(k) Retirement Savings Plan is a mega filing (33,563 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Steward Health Care 401(k) Retirement Savings Plan reported net income rose from -$346M in the plan year 2022 filing to $176M in the plan year 2023 filing.
- Steward Health Care 401(k) Retirement Savings Plan end-of-year assets rose from $1.7B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
- Steward Health Care 401(k) Retirement Savings Plan reported participants fell from 36,140 in the plan year 2022 filing to 33,563 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 272473240 · Steward Health Care PY 2023 · 401(k)
Steward Health Care 401(k) Retirement Savings Plan · $1.8B · 33,563 · 99th
- BOOK $1.8B
- VS-ST 33,563
- BOY 99th
- SCH 401(k)
- EBSA near Kla 401(k) Plan
- PART ind #17576
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Steward Health Care 401(k) Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $176M |
| Employer EIN | 272473240 |
| Plan Effective Date | 2010-11-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Steward Health Care)
Sponsor-wide plan assets over time
All Steward Health Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 5.674996336002252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36,140 | $1.7B |
| 2023 | 1 | 33,563 | $1.8B |
| 2024 | 2 | 38,371 | $1.6B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Steward Health Care 401(k) Retirement Savings Plan
Steward Health Care 401(k) Retirement Savings Plan reports $1.8B in end-of-year assets across 33,563 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.036% of 93,925,755 covered participants) - about $54,666 per participant (40% of the national average assets-per-participant) . Net income for plan year 2023 was $176M.
This plan identity (EIN 272473240, plan #001) has 4 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 36,140 to 8,838 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 36,140 | $1.7B | Open filing |
| 2023 | 33,563 | $1.8B | This page |
| 2024 | 29,533 | $1.6B | Open filing |
| 2024 | 8,838 | N/A | Open filing |
Steward Health Care 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Kla 401(k) Plan in CA ($1.8B); by covered participants it is Hmh 401(k) Savings Plan in NJ (33,552 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Kla 401(k) Plan (CA) $1.8B · 4,426
- Zf North America, Inc. 401(k) Savings Plan (MI) $1.8B · 10,271
- Caesars Entertainment, Inc 401(k) Plan (NV) $1.8B · 29,628
- Allegis Group, Inc. Retirement Savings Plan One (MD) $1.8B · 32,177
Similar participant headcount
Nearest other-state filings by covered participants (33,563 participants); asset peers above are excluded.
- Hmh 401(k) Savings Plan (NJ) 33,552 · 11 off
- Mars Veterinary Health 401(k) Savings Plan (NJ) 33,604 · 41 off
- Jones Lang Lasalle Savings and Retirement Plan (IL) 33,607 · 44 off
- Vail Resorts 401(k) Retirement Plan (CO) 33,499 · 64 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.