401(k) · DOL Form 5500 · 2024

Steward Health Care 401(k) Plan

Data updated 2026-08-11

$1.6B
Total assets: 29,533
Participants: 99th
Percentile by assets: $52,990
Avg per participant

Official DOL plan name: Steward Health Care 401(k) Retirement Savings Plan · Sponsored by Steward Health Care · Texas · Healthcare & Social Assistance

$1.6B in assets, 29,533 participants

Steward Health Care's Steward Health Care 401(k) Retirement Savings Plan reported $1.6B in total assets and 29,533 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 123,622 plans)
#16,770 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Steward Health Care 401(k) Retirement Savings Plan covers 29,533 participants in Texas, 43x the typical Texas plan (state average ~688 per filing). Assets: $1.6B.

$1.6B
total plan assets (2024 EOY): 29,533
covered participants: 99th
percentile by assets (of 123,622 plans): $52,990
avg assets per participant

The plan reported a net loss of $270M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steward Health Care 401(k) Retirement Savings Plan reported net income fell from $176M in the plan year 2023 filing to -$270M in the plan year 2024 filing.
Steward Health Care 401(k) Retirement Savings Plan end-of-year assets fell from $1.8B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
Steward Health Care 401(k) Retirement Savings Plan reported participants fell from 33,563 in the plan year 2023 filing to 29,533 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Healthcare & Social Assistance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Steward Health Care 401(k) Retirement Savings Plan reports 29,533 participants - 43x that state average ($1.6B EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$1.8B
Net Assets (End of Year)	$1.6B
Net Income	-$270M
Employer EIN	272473240
Plan Effective Date	2010-11-06
Filing Status	FILING RECEIVED

Sponsor Plan History (Steward Health Care)

Total plan assets by year, all Steward Health Care plans on file

Year	Plans	Participants	Total Assets
2022	1	36,140	$1.7B
2023	1	33,563	$1.8B
2024	2	38,371	$1.6B

Nearby 401(k) Plans in Texas

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

Steward Health Care 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Steward Health Care 401(k) Retirement Sa… side-by-side with 3 peers →

Scale composition for Steward Health Care 401(k) Retirement Savings Plan

Steward Health Care 401(k) Retirement Savings Plan reports $1.6B in end-of-year assets across 29,533 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $52,990 per participant (38% of the national average assets-per-participant) . Net income for plan year 2024 was -$270M.

This plan identity (EIN 272473240, plan #001) has 4 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 36,140 to 8,838 . Single-year sparse filers cannot show that trail.

Plan year	Participants	EOY assets	Filing
2022	36,140	$1.7B	Open filing
2023	33,563	$1.8B	Open filing
2024	29,533	$1.6B	This page
2024	8,838	N/A	Open filing

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Steward Health Care 401(k) Retirement Savings Plan by total assets, not by location.

Synchrony Financial My Savings Plan (CT) $1.6B · 10,640
State Employees' Credit Union Retirement Savings Plan (NC) $1.6B · 7,854
Covestro LLC Savings and Retirement Plan (PA) $1.6B · 2,561
Simplot Retirement Savings Plan (ID) $1.6B · 9,012

Frequently Asked Questions

How did Steward Health Care 401(k) Retirement Savings Plan assets move in 2024? ▼

Steward Health Care 401(k) Retirement Savings Plan pulled back noticeably - down 14.7% during 2024, from $1.8B to $1.6B. Reported net income was -$270M.

How have Steward Health Care plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Steward Health Care's sponsor-wide assets declined 5.7%, from $1.7B to $1.6B.

Where does Steward Health Care 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Steward Health Care 401(k) Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Steward Health Care 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Synchrony Financial My Savings Plan in CT ($1.6B, 10,640 participants).

Next read for Steward Health Care 401(k) Retirement Sa…

Filing takeaways

Ways to act on Steward Health Care 401(k) Retirement Savings Plan's numbers.

By total assets, Steward Health Care 401(k) Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Steward Health Care's sponsor-wide assets have declined 5.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272473240.