Other · DOL Form 5500 · 2022

Heart of Texas Behavioral Health Network Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
53
Participants Small participant base
67th
Percentile by assets National rank
$211,895
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 Health Network · Texas · Healthcare & Social Assistance

$11M in assets, 53 participants

Heart of Texas Behavioral Health Network's Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network reported $11M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,524 in Healthcare & Social Assistance (20,060 peers)

Heart of Texas Behavioral Health Network multi-year trail

Heart of Texas Behavioral Health Network'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 $11M / 53 participants.

#14,524
in Healthcare & Social Assistance (20,060 peers)
-11.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network's outsized position by total assets

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,230,410 Top 33% higher than 67% of 139,123 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 2022

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

Plan-year 2022 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 (53 participants) on this national headcount ladder.

DOL schedule card

Filing strip 741622958 · Heart of Texas Behavioral Health Network PY 2022 · Other

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network · $11M · 53 · 67th

  • SCH $11M
  • SCH 53
  • SCH 67th
  • SCH Other
  • SCH near Lyngblomsten Care Center Inc. Tax Deferred Annuity Plan
  • SCH ind #14524

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

The Nelson Gallery Foundation 403(b) PlanThe Nelson Gallery Foundatio…$11MNorth Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity PlanNorth Oklahoma County Mental…$11MTax Deferred Annuity Plan of Heart of Texas Behavioral Health NetworkTax Deferred Annuity Plan of…$11MLyngblomsten Care Center Inc. Tax Deferred Annuity PlanLyngblomsten Care Center Inc…$11MMainstream Living, Inc 403(b) PlanMainstream Living, Inc 403(b…$11M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Heart of Texas Behavioral Health Network multi-year asset trail

Sponsor-wide plan assets over time

All Heart of Texas Behavioral Health Network 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 Health Network filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN741622958
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

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

Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network, Total assets ($B): 0.01123041 · Participants: 53Tax Deferred Annuity Plan of Heart of Texas Behavioral Health NetworkMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network vs. nearby Other 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 Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Lyngblomsten Care Center Inc. Tax Deferred Annuity Plan in MN ($11M); by covered participants it is Employee Benefit Plan of Wright Air Service, Inc. in AK (53 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. 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 2022? ▼
Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network pulled back noticeably - down 11.7% during 2022, from $13M to $11M. Reported net income was -$1M.
How have Heart of Texas Behavioral Health Network plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart of Texas Behavioral Health Network's sponsor-wide assets declined 78.0%, from $51M to $11M.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network? ▼
Among Other plans in other states, the closest by assets is Lyngblomsten Care Center Inc. Tax Deferred Annuity Plan in MN ($11M, 392 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network? ▼
Among Other plans in other states, the closest by covered participants is Employee Benefit Plan of Wright Air Service, Inc. in AK (53 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.