Profit Sharing · DOL Form 5500 · 2023

Heart of Texas Healthcare System Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
112
Participants Small participant base
36th
Percentile by assets National rank
$26,465
Avg per participant Low balance/head
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Official DOL plan name: Heart of Texas Healthcare System 403b Plan · Sponsored by Heart of Texas Healthcare System · Texas · Healthcare & Social Assistance

$3M in assets, 112 participants

Heart of Texas Healthcare System's Heart of Texas Healthcare System 403b Plan reported $3M in total assets and 112 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.

  • #6,447 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Heart of Texas Healthcare System 403b Plan covers 112 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#6,447
in Healthcare & Social Assistance (17,684 peers)
+6.6%
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

$2,964,093 36th percentile higher than 36% 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

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 (112 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 $183K in the plan year 2023 filing.
  • Heart of Texas Healthcare System 403b Plan reported participants fell from 142 in the plan year 2022 filing to 112 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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 320326595 · Heart of Texas Healthcare System PY 2023 · Profit Sharing

Heart of Texas Healthcare System 403b Plan · $3M · 112 · 36th

  • EBSA $3M
  • EBSA 112
  • EBSA 36th
  • EBSA Profit Sharing
  • EBSA near Synergised Properties, Inc Profit Sharing Plan
  • EBSA ind #6447

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

Craig W. Beaver Profit Sharing PlanCraig W. Beaver Profit Shari…$3MHeart of Texas Healthcare System 403b PlanHeart of Texas Healthcare Sy…$3MSynergised Properties, Inc Profit Sharing PlanSynergised Properties, Inc P…$3MPrecision Radiology, Inc. 401(k) Profit Sharing PlanPrecision Radiology, Inc. 40…$3MPacific Data Forms, Inc. Profit Sharing PlanPacific Data Forms, Inc. Pro…$3M
End-of-year total assets ($M) among Heart of Texas Healthcare System 403b Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$183K
Employer EIN320326595
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heart of Texas Healthcare System)

Sponsor-wide plan assets over time

All Heart of Texas Healthcare System plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.390598276804873% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.66M $3.39M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 142 $3M
2023 2 269 $6M
2024 1 165 $3M

Nearby Profit Sharing Plans in Texas

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

Heart of Texas Healthcare System 403b Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Heart of Texas Healthcare System 403b Plan, Total assets ($B): 0.002964093 · Participants: 112Heart of Texas Healthcare System 403b 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
Heart of Texas Healthcare System 403b Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Heart of Texas Healthcare System 403b Plan side-by-side with 3 peers →

Heart of Texas Healthcare System 403b Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Synergised Properties, Inc Profit Sharing Plan in CA ($3M); by covered participants it is Money Group Retirement Plan Plan in PR (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Heart of Texas Healthcare System 403b Plan assets move in 2023? ▼
Heart of Texas Healthcare System 403b Plan grew at a solid clip - up 6.6% during 2023, from $3M to $3M. Reported net income was $183K.
How have Heart of Texas Healthcare System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart of Texas Healthcare System's sponsor-wide assets grew 27.4%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Heart of Texas Healthcare System 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Synergised Properties, Inc Profit Sharing Plan in CA ($3M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Heart of Texas Healthcare System 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Money Group Retirement Plan Plan in PR (112 participants, $3M 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 320326595.

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.