Profit Sharing · DOL Form 5500 · 2023

The H. E. Butt Foundation Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
126
Participants Small participant base
53rd
Percentile by assets National rank
$62,458
Avg per participant Low balance/head
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Official DOL plan name: The H. E. Butt Foundation 403(b) Savings Plan · Sponsored by The H. E. Butt Foundation · Texas · Other Services

$8M in assets, 126 participants

The H. E. Butt Foundation's The H. E. Butt Foundation 403(b) Savings Plan reported $8M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,719 in Other Services (7,857 peers)

Coverage in Texas

The H. E. Butt Foundation 403(b) Savings Plan covers 126 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#5,719
in Other Services (7,857 peers)
+28.0%
assets growth YoY

The H. E. Butt Foundation 403(b) Savings Plan's mid-pack asset rank among Other Services and all filers

The H. E. Butt Foundation 403(b) Savings Plan vs every filed plan by assets

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

$7,869,675 Top 47% higher than 53% 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 H. E. Butt Foundation 403(b) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The H. E. Butt Foundation 403(b) Savings Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The H. E. Butt Foundation 403(b) Savings Plan reported net income rose from -$965K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The H. E. Butt Foundation 403(b) Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The H. E. Butt Foundation 403(b) Savings Plan reported participants rose from 106 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741239819 · The H. E. Butt Foundation PY 2023 · Profit Sharing

The H. E. Butt Foundation 403(b) Savings Plan · $8M · 126 · 53rd

  • ASSETS $8M
  • PCT 126
  • EIN 53rd
  • RANK Profit Sharing
  • PHOTO near Newfane Lumber Profit Sharing Plan
  • IND ind #5719

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 Other Services retirement plans → · Plans in Texas →

The H. E. Butt Foundation 403(b) Savings Plan in the asset neighbourhood

E-J Electric Installation Company Profit Sharing PlanE-J Electric Installation Co…$8MNewfane Lumber Profit Sharing PlanNewfane Lumber Profit Sharin…$8MEye Clinic of Bellevue Profit Sharing PlanEye Clinic of Bellevue Profi…$8MArc of Washington County, Inc. 403(b) Tax Deferred Annuity PlanArc of Washington County, In…$8MThe H. E. Butt Foundation 403(b) Savings PlanThe H. E. Butt Foundation 40…$8M
End-of-year total assets ($M) among The H. E. Butt Foundation 403(b) Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN741239819
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The H. E. Butt Foundation)

Sponsor-wide plan assets over time

All The H. E. Butt Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 49.62274016962095% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.15M $9.2M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 106 $6M
2023 1 126 $8M
2024 1 128 $9M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The H. E. Butt Foundation 403(b) Savings Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants The H. E. Butt Foundation 403(b) Savings Plan, Total assets ($B): 0.007869675 · Participants: 126The H. E. Butt Foundation 403(b) Savings PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
The H. E. Butt Foundation 403(b) Savings Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare The H. E. Butt Foundation 403(b) Savings Plan side-by-side with 3 peers →

The H. E. Butt Foundation 403(b) Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Newfane Lumber Profit Sharing Plan in NY ($8M); by covered participants it is Edesia Inc. Retirement Savings Plan in RI (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 H. E. Butt Foundation 403(b) Savings Plan assets move in 2023? ▼
The H. E. Butt Foundation 403(b) Savings Plan grew sharply - up 28.0% during 2023, from $6M to $8M. Reported net income was $2M.
How have The H. E. Butt Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The H. E. Butt Foundation's sponsor-wide assets grew 49.6%, from $6M to $9M.
Which Profit Sharing plans are similar in size to The H. E. Butt Foundation 403(b) Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Newfane Lumber Profit Sharing Plan in NY ($8M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to The H. E. Butt Foundation 403(b) Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Edesia Inc. Retirement Savings Plan in RI (126 participants, $7M 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 741239819.

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.