401(k) · DOL Form 5500 · 2023

Houston Astros, LLC 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
715
Participants Below avg headcount
85th
Percentile by assets National rank
$67,758
Avg per participant Below avg balance/head
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Official DOL plan name: Houston Astros, LLC 401(k) Savings Plan and Trust · Sponsored by Houston Astros, LLC · Texas · Arts, Entertainment & Recreation

$48M in assets, 715 participants

Houston Astros, LLC's Houston Astros, LLC 401(k) Savings Plan and Trust reported $48M in total assets and 715 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,692 in Arts, Entertainment & Recreation (2,945 peers)

Where Houston Astros, LLC 401(k) Savings Plan and Trust sits by assets

Houston Astros, LLC 401(k) Savings Plan and Trust sits in the top quartile of all filed plans by assets, $48M for 715 participants (~$67,758/participant), up 29.7% in 2023.

#2,692
in Arts, Entertainment & Recreation (2,945 peers)
+29.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Houston Astros, LLC 401(k) Savings Plan and Trust's outsized position by total assets

Houston Astros, LLC 401(k) Savings Plan and Trust vs every filed plan by assets

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

$48,446,999 Top 15% higher than 85% 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 Astros, LLC 401(k) Savings Plan and Trust 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 Astros, LLC 401(k) Savings Plan and Trust sits mid-pack in the medium band (715 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houston Astros, LLC 401(k) Savings Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Houston Astros, LLC 401(k) Savings Plan and Trust reported participants rose from 479 in the plan year 2022 filing to 715 in the plan year 2023 filing.
  • Houston Astros, LLC 401(k) Savings Plan and Trust end-of-year assets rose from $37M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742051157 · Houston Astros, LLC PY 2023 · 401(k)

Houston Astros, LLC 401(k) Savings Plan and Trust · $48M · 715 · 85th

  • PCT $48M
  • PCT 715
  • PCT 85th
  • PCT 401(k)
  • PCT near Heritage Thermal Services, Inc. Retirement Savings Plan
  • PCT ind #2692

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Houston Astros, LLC 401(k) Savings Plan and Trust in the asset neighbourhood

Fortec Medical, Inc. 401(k) Profit SharingFortec Medical, Inc. 401(k) …$48MHooper, Lundy & Bookman, Inc. 401(k) PlanHooper, Lundy & Bookman, Inc…$48MAbc of Delaware 401(k) Plan$48MHouston Astros, LLC 401(k) Savings Plan and TrustHouston Astros, LLC 401(k) S…$48MHeritage Thermal Services, Inc. Retirement Savings PlanHeritage Thermal Services, I…$48M
End-of-year total assets ($M) among Houston Astros, LLC 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$48M
Net Income$11M
Employer EIN742051157
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Astros, LLC)

Sponsor-wide plan assets over time

All Houston Astros, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 58.59111938820776% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.4M $59.2M ▲ +58.6%
Year Plans Participants Total Assets
2022 1 479 $37M
2023 1 715 $48M
2024 1 655 $59M

Nearby 401(k) Plans in Texas

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

Houston Astros, LLC 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Houston Astros, LLC 401(k) Savings Plan and Trust, Total assets ($B): 0.048446999 · Participants: 715Houston Astros, LLC 401(k) Savings Plan and TrustAT&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
Houston Astros, LLC 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Houston Astros, LLC 401(k) Savings Plan and Trust side-by-side with 3 peers →

Houston Astros, LLC 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Heritage Thermal Services, Inc. Retirement Savings Plan in OH ($48M); by covered participants it is Nmc Group, Inc. 401(k) Retirement Plan in NE (715 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (715 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 Astros, LLC 401(k) Savings Plan and Trust assets move in 2023? ▼
Houston Astros, LLC 401(k) Savings Plan and Trust grew sharply - up 29.7% during 2023, from $37M to $48M. Reported net income was $11M.
How have Houston Astros, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Astros, LLC's sponsor-wide assets grew 58.6%, from $37M to $59M.
Where does Houston Astros, LLC 401(k) Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Houston Astros, LLC 401(k) Savings Plan and Trust ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Houston Astros, LLC 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Thermal Services, Inc. Retirement Savings Plan in OH ($48M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Houston Astros, LLC 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nmc Group, Inc. 401(k) Retirement Plan in NE (715 participants, $79M 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 742051157.

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.