Other · DOL Form 5500 · 2023

Houston Healthcare Retirement Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
2,417
Participants Above avg headcount
92nd
Percentile by assets National rank
$46,629
Avg per participant Low balance/head
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Official DOL plan name: Houston Hospitals, Inc. Participatory Retirement Plan · Sponsored by Houston Healthcare · Georgia · Healthcare & Social Assistance

$113M in assets, 2,417 participants

Houston Healthcare's Houston Hospitals, Inc. Participatory Retirement Plan reported $113M in total assets and 2,417 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,450 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Houston Hospitals, Inc. Participatory Retirement Plan covers 2,417 participants in Georgia, 2.2x the typical Georgia plan (state average ~1,096 per filing). Assets: $113M.

#16,450
in Healthcare & Social Assistance (17,684 peers)
+13.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Houston Hospitals, Inc. Participatory Retirement Plan's outsized position by total assets

Houston Hospitals, Inc. Participatory Retirement Plan vs every filed plan by assets

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

$112,702,835 Top 8% higher than 92% 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

Houston Hospitals, Inc. Participatory Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Hospitals, Inc. Participatory Retirement Plan lands in the large band (2,417 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houston Hospitals, Inc. Participatory Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Houston Hospitals, Inc. Participatory Retirement Plan end-of-year assets rose from $99M in the plan year 2022 filing to $113M in the plan year 2023 filing.
  • Houston Hospitals, Inc. Participatory Retirement Plan reported participants rose from 2,386 in the plan year 2022 filing to 2,417 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 711045290 · Houston Healthcare PY 2023 · Other

Houston Hospitals, Inc. Participatory Retirement Plan · $113M · 2,417 · 92nd

  • IND $113M
  • IND 2,417
  • IND 92nd
  • IND Other
  • IND near Lebanon Valley College Defined Contribution Plan
  • IND ind #16450

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 Georgia →

Houston Hospitals, Inc. Participatory Retirement Plan in the asset neighbourhood

Lebanon Valley College Defined Contribution PlanLebanon Valley College Defin…$113MHouston Hospitals, Inc. Participatory Retirement PlanHouston Hospitals, Inc. Part…$113MMaryland Institute College of Art Defined Contribution 403(b) Retirement PlanMaryland Institute College o…$112MThe Legal Services Nyc Tax Deferred Annuity PlanThe Legal Services Nyc Tax D…$112MThe Queen's Health Systems Retirement Plus PlanThe Queen's Health Systems R…$112M
End-of-year total assets ($M) among Houston Hospitals, Inc. Participatory Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$113M
Net Income$14M
Employer EIN711045290
Plan Effective Date2010-11-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Healthcare)

Sponsor-wide plan assets over time

All Houston Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$219M 6.67011051553204% vs 2022
2024 filing year
$200M$205M$210M$215M$220M$225M 202220232024 $205M $219M ▲ +6.7%
Year Plans Participants Total Assets
2022 2 2,763 $205M
2023 2 2,746 $207M
2024 2 2,650 $219M

Nearby Other Plans in Georgia

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

Houston Hospitals, Inc. Participatory Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 00.511.522.5 Total assets ($B) Participants Houston Hospitals, Inc. Participatory Retirement Plan, Total assets ($B): 0.112702835 · Participants: 2417Houston Hospitals, Inc. Participatory Retirement PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Houston Hospitals, Inc. Participatory Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants

Houston Hospitals, Inc. Participatory Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Lebanon Valley College Defined Contribution Plan in PA ($113M); by covered participants it is Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund in IL (2,414 participants). Same-state nearby plans are listed separately above.

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 Houston Hospitals, Inc. Participatory Retirement Plan assets move in 2023?
Houston Hospitals, Inc. Participatory Retirement Plan grew at a solid clip - up 13.9% during 2023, from $99M to $113M. Reported net income was $14M.
How have Houston Healthcare plan assets changed over time?
Across 3 plan years on file (2022-2024), Houston Healthcare's sponsor-wide assets grew 6.7%, from $205M to $219M.
Where does Houston Hospitals, Inc. Participatory Retirement Plan rank by assets among Form 5500 filers?
Houston Hospitals, Inc. Participatory Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Houston Hospitals, Inc. Participatory Retirement Plan?
Among Other plans in other states, the closest by assets is Lebanon Valley College Defined Contribution Plan in PA ($113M, 364 participants).
Which Other plans cover a similar participant headcount to Houston Hospitals, Inc. Participatory Retirement Plan?
Among Other plans in other states, the closest by covered participants is Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund in IL (2,414 participants, $452M in assets).