401(k) · DOL Form 5500 · 2023

Steward Health Care 401(k) Plan

Data updated 2026-08-11

$1.8B
Total assets
33,563
Participants
99th
Percentile by assets
$54,666
Avg per participant
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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.

  • 99th percentile by assets (of 127,072 plans)
  • #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.

$1.8B
total plan assets (2023 EOY)
33,563
covered participants
99th
percentile by assets (of 127,072 plans)
$54,666
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Texas
Industry
Healthcare & Social Assistance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Steward Health Care 401(k) Retirement Savings Plan reports 33,563 participants - 49x that state average ($1.8B EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$1.7B
Net Assets (End of Year)$1.8B
Net Income$176M
Employer EIN272473240
Plan Effective Date2010-11-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Steward Health Care)

$1.5B$1.6B$1.7B$1.8B$1.9B 202220232024 $1.66B $1.56B ▼ -6.0%
Total plan assets by year, all Steward Health Care plans on file
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.

Steward Health Care 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Steward Health Care 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Steward Health Care …AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Steward Health Care 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Steward Health Care 401(k) Retirement Sa… side-by-side with 3 peers →

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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Steward Health Care 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Steward Health Care 401(k) Retirement Savings Plan assets move in 2023? ▼
Steward Health Care 401(k) Retirement Savings Plan grew at a solid clip - up 10.6% during 2023, from $1.7B to $1.8B. Reported net income was $176M.
How have Steward Health Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steward Health Care's sponsor-wide assets declined 5.7%, from $1.7B to $1.6B.
Where does Steward Health Care 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Steward Health Care 401(k) Retirement Savings 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 401(k) plans are similar in size to Steward Health Care 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kla 401(k) Plan in CA ($1.8B, 4,426 participants).

Next read for Steward Health Care 401(k) Retirement Sa…

Filing takeaways

Ways to act on Steward Health Care 401(k) Retirement Savings Plan's numbers.

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 272473240.

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.