Defined Benefit (Pension) · DOL Form 5500 · 2023

Houston Hospitals, Inc. Pension Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
329
Participants Below avg headcount
91st
Percentile by assets National rank
$285,711
Avg per participant High balance/head
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Official DOL plan name: Houston Hospitals, Inc. Retirement Plan · Sponsored by Houston Hospitals, Inc. · Georgia · Healthcare & Social Assistance

$94M in assets, 329 participants

Houston Hospitals, Inc.'s Houston Hospitals, Inc. Retirement Plan reported $94M in total assets and 329 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,273 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Houston Hospitals, Inc. Retirement Plan covers 329 participants in Georgia, about 30% of the average Georgia filer (state average ~1,096 per filing). Assets: $94M.

#16,273
in Healthcare & Social Assistance (17,684 peers)
-11.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$93,998,846 Top 9% higher than 91% 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. Retirement 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. Houston Hospitals, Inc. Retirement Plan sits mid-pack in the medium band (329 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houston Hospitals, Inc. Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to -$12M in the plan year 2023 filing.
  • Houston Hospitals, Inc. Retirement Plan reported participants fell from 377 in the plan year 2022 filing to 329 in the plan year 2023 filing.
  • Houston Hospitals, Inc. Retirement Plan end-of-year assets fell from $106M in the plan year 2022 filing to $94M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 711045290 · Houston Hospitals, Inc. PY 2023 · Defined Benefit (Pension)

Houston Hospitals, Inc. Retirement Plan · $94M · 329 · 91st

  • PART $94M
  • TYPE 329
  • NET 91st
  • BOOK Defined Benefit (Pension)
  • VS-ST near United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan
  • BOY ind #16273

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. Retirement Plan in the asset neighbourhood

American Speech-Language-Hearing Association Retirement Income PlanAmerican Speech-Language-Hea…$94MHouston Hospitals, Inc. Retirement PlanHouston Hospitals, Inc. Reti…$94MUnited Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension PlanUnited Union of Roofers, Wat…$94MTwin Cities Bakery Drivers Pension PlanTwin Cities Bakery Drivers P…$94MTeamsters Union Local 293 Pension PlanTeamsters Union Local 293 Pe…$94M
End-of-year total assets ($M) among Houston Hospitals, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$94M
Net Income-$12M
Employer EIN711045290
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Hospitals, Inc.)

Sponsor-wide plan assets over time

All Houston Hospitals, Inc. 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 Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Houston Hospitals, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Houston Hospitals, Inc. Retirement Plan, Total assets ($B): 0.093998846 · Participants: 329Houston Hospitals, Inc. Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Houston Hospitals, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Houston Hospitals, Inc. Retirement Plan side-by-side with 3 peers →

Houston Hospitals, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan in OH ($94M); by covered participants it is Allina Health Pension Plan for Collectively Bargained Employees in MN (329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (329 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 Houston Hospitals, Inc. Retirement Plan assets move in 2023? ▼
Houston Hospitals, Inc. Retirement Plan pulled back noticeably - down 11.5% during 2023, from $106M to $94M. Reported net income was -$12M.
How have Houston Hospitals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Hospitals, Inc.'s sponsor-wide assets grew 6.7%, from $205M to $219M.
Where does Houston Hospitals, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Houston Hospitals, Inc. Retirement Plan ranks in the 91st 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 Defined Benefit (Pension) plans are similar in size to Houston Hospitals, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension Plan in OH ($94M, 247 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houston Hospitals, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Allina Health Pension Plan for Collectively Bargained Employees in MN (329 participants, $15M 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 711045290.

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.