Profit Sharing · DOL Form 5500 · 2024

Mclennan County Medical Education & Research Foundation Profit Sharing Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
674
Participants Below avg headcount
77th
Percentile by assets National rank
$44,153
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: F.H.C. Employees' Retirement and Security Plan · Sponsored by Mclennan County Medical Education & Research Foundation · Texas · Healthcare & Social Assistance

$30M in assets, 674 participants

Mclennan County Medical Education & Research Foundation's F.H.C. Employees' Retirement and Security Plan reported $30M in total assets and 674 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,627 in Healthcare & Social Assistance (16,916 peers)

Where F.H.C. Employees' Retirement and Security Plan sits by assets

F.H.C. Employees' Retirement and Security Plan sits in the top quartile of all filed plans by assets, $30M for 674 participants (~$44,153/participant), up 6.6% in 2024.

#13,627
in Healthcare & Social Assistance (16,916 peers)
+6.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

F.H.C. Employees' Retirement and Security Plan's outsized position by total assets

F.H.C. Employees' Retirement and Security Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$29,759,352 Top 23% higher than 77% of 123,620 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 2024

F.H.C. Employees' Retirement and Security Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F.H.C. Employees' Retirement and Security Plan sits mid-pack in the medium band (674 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • F.H.C. Employees' Retirement and Security Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • F.H.C. Employees' Retirement and Security Plan reported participants rose from 607 in the plan year 2023 filing to 674 in the plan year 2024 filing.
  • F.H.C. Employees' Retirement and Security Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 741873453 · Mclennan County Medical Education & Research Foundation PY 2024 · Profit Sharing

F.H.C. Employees' Retirement and Security Plan · $30M · 674 · 77th

  • TYPE $30M
  • NET 674
  • BOOK 77th
  • VS-ST Profit Sharing
  • BOY near Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan
  • SCH ind #13627

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 →

F.H.C. Employees' Retirement and Security Plan in the asset neighbourhood

G and D Wallace, Inc Profit Sharing PlanG and D Wallace, Inc Profit …$30MRocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity PlanRocky Mountain Elk Foundatio…$30MF.H.C. Employees' Retirement and Security PlanF.H.C. Employees' Retirement…$30MFertilizer Dealer Supply, Inc. Profit Sharing PlanFertilizer Dealer Supply, In…$30MProfit Sharing Plan for Employees of Stater Bros. MarketsProfit Sharing Plan for Empl…$30M
End-of-year total assets ($M) among F.H.C. Employees' Retirement and Security Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN741873453
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mclennan County Medical Education & Research Foundation)

Sponsor-wide plan assets over time

All Mclennan County Medical Education & Research Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$53M 31.10007339212673% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.2M $52.8M ▲ +31.1%
Year Plans Participants Total Assets
2022 2 1,171 $40M
2023 2 1,205 $48M
2024 2 1,347 $53M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

F.H.C. Employees' Retirement and Security Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants F.H.C. Employees' Retirement and Security Plan, Total assets ($B): 0.029759352 · Participants: 674F.H.C. Employees' Retirement and Security PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
F.H.C. Employees' Retirement and Security Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

F.H.C. Employees' Retirement and Security Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan in MT ($30M); by covered participants it is Lynn Community Health Center Retirement Plan in MA (672 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did F.H.C. Employees' Retirement and Security Plan assets move in 2024?
F.H.C. Employees' Retirement and Security Plan grew at a solid clip - up 6.6% during 2024, from $28M to $30M. Reported net income was $2M.
How have Mclennan County Medical Education & Research Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Mclennan County Medical Education & Research Foundation's sponsor-wide assets grew 31.1%, from $40M to $53M.
Where does F.H.C. Employees' Retirement and Security Plan rank by assets among Form 5500 filers?
F.H.C. Employees' Retirement and Security Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to F.H.C. Employees' Retirement and Security Plan?
Among Profit Sharing plans in other states, the closest by assets is Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan in MT ($30M, 147 participants).
Which Profit Sharing plans cover a similar participant headcount to F.H.C. Employees' Retirement and Security Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Lynn Community Health Center Retirement Plan in MA (672 participants, $12M in assets).