401(k) · DOL Form 5500 · 2024
Texas Heart Medical Group 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $88,987
- Avg per participant Below avg balance/head
Official DOL plan name: Texas Heart Medical Group 401(k) Plan · Sponsored by Texas Heart Medical Group · Texas · Healthcare & Social Assistance
$6M in assets, 71 participants
Texas Heart Medical Group's Texas Heart Medical Group 401(k) Plan reported $6M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,533 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Texas Heart Medical Group 401(k) Plan holds $6M for 71 participants - about $88,987 per participant, in the lower half of filed plans by assets.
- #8,533
- in Healthcare & Social Assistance (16,916 peers)
- -0.0%
- assets change YoY
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Texas Heart Medical Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Texas Heart Medical Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,318,072 46th percentile higher than 46% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Texas Heart Medical Group 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Heart Medical Group 401(k) Plan is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Texas Heart Medical Group 401(k) Plan reported net income rose from -$3M in the plan year 2023 filing to -$3K in the plan year 2024 filing.
- Texas Heart Medical Group 401(k) Plan reported participants rose from 66 in the plan year 2023 filing to 71 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 843475904 · Texas Heart Medical Group PY 2024 · 401(k)
Texas Heart Medical Group 401(k) Plan · $6M · 71 · 46th
- IND $6M
- EOY 71
- 5500 46th
- ASSETS 401(k)
- PCT near California Regional Multiple Listing Services, Inc. 401(k) Plan
- EIN ind #8533
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 Medical Group 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$3K |
| Employer EIN | 843475904 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Heart Medical Group)
Sponsor-wide plan assets over time
All Texas Heart Medical Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 0.04113486667240445% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 66 | $6M |
| 2024 | 1 | 71 | $6M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Texas Heart Medical Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is California Regional Multiple Listing Services, Inc. 401(k) Plan in CA ($6M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.