401(k) · DOL Form 5500 · 2023
Heart of Texas Behavioral Heal 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 448
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $103,964
- Avg per participant Below avg balance/head
Official DOL plan name: Employee Benefit Plan of Heart of Texas Region Mh/Mr Center · Sponsored by Heart of Texas Behavioral Heal · Texas · Healthcare & Social Assistance
$47M in assets, 448 participants
Heart of Texas Behavioral Heal's Employee Benefit Plan of Heart of Texas Region Mh/Mr Center reported $47M in total assets and 448 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.
- #15,396 in Healthcare & Social Assistance (17,684 peers)
Where Employee Benefit Plan of Heart of Texas Region Mh/Mr Center sits by assets
Employee Benefit Plan of Heart of Texas Region Mh/Mr Center sits in the top quartile of all filed plans by assets, $47M for 448 participants (~$103,964/participant), up 17.5% in 2023.
- #15,396
- in Healthcare & Social Assistance (17,684 peers)
- +17.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Employee Benefit Plan of Heart of Texas Region Mh/Mr Center's outsized position by total assets
Employee Benefit Plan of Heart of Texas Region Mh/Mr Center vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,575,904 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Employee Benefit Plan of Heart of Texas Region Mh/Mr Center 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. Employee Benefit Plan of Heart of Texas Region Mh/Mr Center sits mid-pack in the medium band (448 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employee Benefit Plan of Heart of Texas Region Mh/Mr Center reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Employee Benefit Plan of Heart of Texas Region Mh/Mr Center end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Employee Benefit Plan of Heart of Texas Region Mh/Mr Center reported participants rose from 441 in the plan year 2022 filing to 448 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 741622958 · Heart of Texas Behavioral Heal PY 2023 · 401(k)
Employee Benefit Plan of Heart of Texas Region Mh/Mr Center · $47M · 448 · 85th
- NET $47M
- NET 448
- NET 85th
- NET 401(k)
- NET near Salem Radiology Consultants, P.C. Retirement Plan & Trust Agreement
- NET ind #15396
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 →
Employee Benefit Plan of Heart of Texas Region Mh/Mr Center in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $7M |
| Employer EIN | 741622958 |
| Plan Effective Date | 1974-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heart of Texas Behavioral Heal)
Sponsor-wide plan assets over time
All Heart of Texas Behavioral Heal plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 77.9613294908663% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 494 | $51M |
| 2023 | 2 | 496 | $59M |
| 2024 | 1 | 45 | $11M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Employee Benefit Plan of Heart of Texas Region Mh/Mr Center's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Salem Radiology Consultants, P.C. Retirement Plan & Trust Agreement in OR ($47M); by covered participants it is Deep Well Services 401(k) Profit Sharing Plan in PA (448 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (448 participants); asset peers above are excluded.
- Deep Well Services 401(k) Profit Sharing Plan (PA) 448 · 0 off
- Icertis 401(k) Plan (WA) 448 · 0 off
- Hotelengine, Inc. 401(k) Plan (CO) 448 · 0 off
- Ghsi 401(k) Plan (CA) 448 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.