401(k) · DOL Form 5500 · 2024

Health Care Service Corporation 401(k) Plan

Data updated 2026-08-25

$3.9B
Total assets Very large vs avg
29,059
Participants Very large workforce
100th
Percentile by assets National rank
$134,768
Avg per participant Near avg balance/head
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Official DOL plan name: The 401(k) Plan · Sponsored by Health Care Service Corporation · Texas · Finance & Insurance

$3.9B in assets, 29,059 participants

Health Care Service Corporation's The 401(k) Plan reported $3.9B in total assets and 29,059 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,479 in Finance & Insurance (8,549 peers)

Coverage in Texas

The 401(k) Plan covers 29,059 participants in Texas, 42x the typical Texas plan (state average ~688 per filing). Assets: $3.9B.

#8,479
in Finance & Insurance (8,549 peers)
+13.9%
assets growth YoY
39×
vs typical plan assets (national mean)

The 401(k) Plan's outsized position by total assets

The 401(k) Plan vs every filed plan by assets

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

$3,916,211,625 Highest reported value at or above every one 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

The 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The 401(k) Plan is a mega filing (29,059 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The 401(k) Plan end-of-year assets rose from $3.4B in the plan year 2023 filing to $3.9B in the plan year 2024 filing.
  • The 401(k) Plan reported net income fell from $544M in the plan year 2023 filing to $477M in the plan year 2024 filing.
  • The 401(k) Plan reported participants rose from 26,627 in the plan year 2023 filing to 29,059 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 361236610 · Health Care Service Corporation PY 2024 · 401(k)

The 401(k) Plan · $3.9B · 29,059 · 100th

  • IND $3.9B
  • EOY 29,059
  • 5500 100th
  • ASSETS 401(k)
  • PCT near Firstenergy Corp. Savings Plan
  • EIN ind #8479

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 Finance & Insurance retirement plans → · Plans in Texas →

The 401(k) Plan in the asset neighbourhood

Justworks Retirement Savings PlanJustworks Retirement Savings…$3.9BThe 401(k) Plan$3.9BFirstenergy Corp. Savings PlanFirstenergy Corp. Savings Pl…$3.9BArthur J. Gallagher & Co. Employees Savings and Thrift PlanArthur J. Gallagher & Co. Em…$3.9BThe Caci Smart Plan$3.9B
End-of-year total assets ($B) among The 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$3.4B
Net Assets (End of Year)$3.9B
Net Income$477M
Employer EIN361236610
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Care Service Corporation)

Sponsor-wide plan assets over time

All Health Care Service Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6.5B 32.24926427715383% vs 2022
2024 filing year
$4.5B$5B$5.5B$6B$6.5B$7B 202220232024 $4.88B $6.46B ▲ +32.4%
Year Plans Participants Total Assets
2022 3 44,702 $4.9B
2023 2 47,669 $5.8B
2024 2 53,317 $6.5B

Nearby 401(k) Plans in Texas

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

The 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000120000 01020304050 Total assets ($B) Participants The 401(k) Plan, Total assets ($B): 3.916211625 · Participants: 29059The 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The 401(k) Plan side-by-side with 3 peers →

Scale composition for The 401(k) Plan

The 401(k) Plan reports $3.9B in end-of-year assets across 29,059 participants (0.032% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $134,768 per participant (97% of the national average assets-per-participant) . Net income for plan year 2024 was $477M.

This plan identity (EIN 361236610, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.8B to $3.9B (+40.0%) while covered participants moved from 23,898 to 29,059 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 23,898 $2.8B Open filing
2023 26,627 $3.4B Open filing
2024 · index core 29,059 $3.9B This page

The 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Firstenergy Corp. Savings Plan in OH ($3.9B); by covered participants it is Knight-Swift Transportation Holdings, Inc. Retirement Plan in AZ (29,055 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (29,059 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.

Frequently Asked Questions

How did The 401(k) Plan assets move in 2024? ▼
The 401(k) Plan grew at a solid clip - up 13.9% during 2024, from $3.4B to $3.9B. Reported net income was $477M.
How have Health Care Service Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Care Service Corporation's sponsor-wide assets grew 32.2%, from $4.9B to $6.5B.
Where does The 401(k) Plan rank by assets among Form 5500 filers? ▼
The 401(k) Plan ranks in the 100th 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 The 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firstenergy Corp. Savings Plan in OH ($3.9B, 12,582 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knight-Swift Transportation Holdings, Inc. Retirement Plan in AZ (29,055 participants, $1.0B in assets).

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 361236610.

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.