Other · DOL Form 5500 · 2023
Heart of Texas Memorial Hospital Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $18,945
- Avg per participant Low balance/head
Official DOL plan name: Heart of Texas Healthcare System 403b Plan · Sponsored by Heart of Texas Memorial Hospital · Texas · Healthcare & Social Assistance
$3M in assets, 157 participants
Heart of Texas Memorial Hospital's Heart of Texas Healthcare System 403b Plan reported $3M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #6,462 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Heart of Texas Healthcare System 403b Plan covers 157 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $3M.
- #6,462
- in Healthcare & Social Assistance (17,684 peers)
- +11.6%
- assets growth YoY
Heart of Texas Healthcare System 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Heart of Texas Healthcare System 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,974,413 36th percentile higher than 36% 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
Heart of Texas Healthcare System 403b 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. Heart of Texas Healthcare System 403b Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heart of Texas Healthcare System 403b Plan reported net income rose from -$905K in the plan year 2022 filing to $310K in the plan year 2023 filing.
- Heart of Texas Healthcare System 403b Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Heart of Texas Healthcare System 403b Plan reported participants rose from 142 in the plan year 2022 filing to 157 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 320326595 · Heart of Texas Memorial Hospital PY 2023 · Other
Heart of Texas Healthcare System 403b Plan · $3M · 157 · 36th
- TYPE $3M
- TYPE 157
- TYPE 36th
- TYPE Other
- TYPE near 403(b) Thrift Plan of Vip Services, Inc.
- TYPE ind #6462
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 →
Heart of Texas Healthcare System 403b Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $310K |
| Employer EIN | 320326595 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heart of Texas Memorial Hospital)
Sponsor-wide plan assets over time
All Heart of Texas Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 27.390598276804873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $3M |
| 2023 | 2 | 269 | $6M |
| 2024 | 1 | 165 | $3M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Heart of Texas Healthcare System 403b Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is 403(b) Thrift Plan of Vip Services, Inc. in WI ($3M); by covered participants it is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Mount Aloysius College Consolidated Retirement Pla (PA) 157 · 0 off
- Northeast College of Health Sciences Retirement Plan (NY) 157 · 0 off
- Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan (MA) 157 · 0 off
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation (NY) 157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.