Defined Benefit (Pension) · DOL Form 5500 · 2023

Texas Heart Institute Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
61
Participants Small participant base
52nd
Percentile by assets National rank
$123,409
Avg per participant Near avg balance/head
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Official DOL plan name: Texas Heart Institute Retirement Plan · Sponsored by Texas Heart Institute · Texas · Healthcare & Social Assistance

$8M in assets, 61 participants

Texas Heart Institute's Texas Heart Institute Retirement Plan reported $8M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,244 in Healthcare & Social Assistance (17,684 peers)

Texas Heart Institute multi-year trail

Texas Heart Institute's plans moved +23.7% in assets from 2022 to 2024; this filing shows Texas Heart Institute Retirement Plan at $8M / 61 participants.

#10,244
in Healthcare & Social Assistance (17,684 peers)
+16.8%
assets growth YoY

Texas Heart Institute Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Texas Heart Institute Retirement Plan vs every filed plan by assets

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

$7,527,978 Top 48% higher than 52% 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

Texas Heart Institute Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Heart Institute Retirement Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Heart Institute Retirement Plan reported net income rose from -$499K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Texas Heart Institute Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Texas Heart Institute Retirement Plan reported participants fell from 71 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 746053200 · Texas Heart Institute PY 2023 · Defined Benefit (Pension)

Texas Heart Institute Retirement Plan · $8M · 61 · 52nd

  • EBSA $8M
  • PART 61
  • TYPE 52nd
  • NET Defined Benefit (Pension)
  • BOOK near Frozen Pension Plan for Employees of American Property Casualty Insurance Association
  • VS-ST ind #10244

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 →

Texas Heart Institute Retirement Plan in the asset neighbourhood

The Riverbay Corporation Co-Op City Security Department Pension PlanThe Riverbay Corporation Co-…$8MTexas Heart Institute Retirement PlanTexas Heart Institute Retire…$8MFrozen Pension Plan for Employees of American Property Casualty Insurance AssociationFrozen Pension Plan for Empl…$8MCambridge-Lee Industries, Inc. Employees Retirement PlanCambridge-Lee Industries, In…$8MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$7M
End-of-year total assets ($M) among Texas Heart Institute Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas Heart Institute multi-year asset trail

Sponsor-wide plan assets over time

All Texas Heart Institute plans reported in each filing year

Latest sponsor-wide plan assets
$32M 23.705909785747725% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.8M $31.9M ▲ +23.7%
Year Plans Participants Total Assets
2022 2 255 $26M
2023 2 261 $29M
2024 2 253 $32M

Texas Heart Institute filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN746053200
Plan Effective Date1993-12-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Texas Heart Institute Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Texas Heart Institute Retirement Plan, Total assets ($B): 0.007527978 · Participants: 61Texas Heart Institute Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Texas Heart Institute Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Texas Heart Institute Retirement Plan side-by-side with 3 peers →

Texas Heart Institute Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Frozen Pension Plan for Employees of American Property Casualty Insurance Association in IL ($8M); by covered participants it is National Automatic Sprinkler Industry Fund Office Employees Pension Plan in MD (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Texas Heart Institute Retirement Plan assets move in 2023? ▼
Texas Heart Institute Retirement Plan grew sharply - up 16.8% during 2023, from $6M to $8M. Reported net income was $1M.
How have Texas Heart Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Heart Institute's sponsor-wide assets grew 23.7%, from $26M to $32M.
Which Defined Benefit (Pension) plans are similar in size to Texas Heart Institute Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Frozen Pension Plan for Employees of American Property Casualty Insurance Association in IL ($8M, 33 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Texas Heart Institute Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Automatic Sprinkler Industry Fund Office Employees Pension Plan in MD (61 participants, $32M 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 746053200.

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.