401(k) · DOL Form 5500 · 2023

Heart of Texas Behavioral Heal 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
48
Participants Small participant base
63rd
Percentile by assets National rank
$255,867
Avg per participant Above avg balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network · Sponsored by Heart of Texas Behavioral Heal · Texas · Healthcare & Social Assistance

$12M in assets, 48 participants

Heart of Texas Behavioral Heal's Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network reported $12M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,107 in Healthcare & Social Assistance (17,684 peers)

Heart of Texas Behavioral Heal multi-year trail

Heart of Texas Behavioral Heal's plans moved -78.0% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network at $12M / 48 participants.

#12,107
in Healthcare & Social Assistance (17,684 peers)
+9.4%
assets growth YoY

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network vs every filed plan by assets

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

$12,281,625 Top 37% higher than 63% 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

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network reported participants fell from 53 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741622958 · Heart of Texas Behavioral Heal PY 2023 · 401(k)

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network · $12M · 48 · 63rd

  • BOOK $12M
  • VS-ST 48
  • BOY 63rd
  • SCH 401(k)
  • EBSA near Technology Partners, LLC 401(k) Profit Sharing Plan
  • PART ind #12107

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 →

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network in the asset neighbourhood

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health NetworkTax Deferred Annuity Plan of…$12MTechnology Partners, LLC 401(k) Profit Sharing PlanTechnology Partners, LLC 401…$12MDavid Lawrence Mental Health Center, Inc. 401(k) PlanDavid Lawrence Mental Health…$12MTaylor & Associates Architects 401(k)/Profit Sharing PlanTaylor & Associates Architec…$12MMartellas Pharmacies 401(k) Profit Sharing PlanMartellas Pharmacies 401(k) …$12M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heart of Texas Behavioral Heal multi-year asset trail

Sponsor-wide plan assets over time

All Heart of Texas Behavioral Heal plans reported in each filing year

Latest sponsor-wide plan assets
$11M 77.9613294908663% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $50.9M $11.2M ▼ -78.0%
Year Plans Participants Total Assets
2022 2 494 $51M
2023 2 496 $59M
2024 1 45 $11M

Heart of Texas Behavioral Heal filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN741622958
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network, Total assets ($B): 0.012281625 · Participants: 48Tax Deferred Annuity Plan of Heart of Texas Behavioral Health NetworkAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network side-by-side with 3 peers →

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Technology Partners, LLC 401(k) Profit Sharing Plan in NC ($12M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network assets move in 2023? ▼
Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network grew at a solid clip - up 9.4% during 2023, from $11M to $12M. Reported net income was $1M.
How have Heart of Texas Behavioral Heal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart of Texas Behavioral Heal's sponsor-wide assets declined 78.0%, from $51M to $11M.
Which 401(k) plans are similar in size to Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network? ▼
Among 401(k) plans in other states, the closest by assets is Technology Partners, LLC 401(k) Profit Sharing Plan in NC ($12M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 741622958.

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.