Money Purchase · DOL Form 5500 · 2024

Texas Health Resources Money Purchase Plan

Data updated 2026-08-11

$19M
Total assets
284
Participants
69th
Percentile by assets
$65,747
Avg per participant
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Official DOL plan name: Frozen Phs 401(a) Plan · Sponsored by Texas Health Resources · Texas · Healthcare & Social Assistance

$19M in assets, 284 participants

Texas Health Resources's Frozen Phs 401(a) Plan reported $19M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • 69th percentile by assets (of 123,622 plans)
  • #12,465 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Frozen Phs 401(a) Plan covers 284 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $19M.

$19M
total plan assets (2024 EOY)
284
covered participants
69th
percentile by assets (of 123,622 plans)
$65,747
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frozen Phs 401(a) Plan reported net income fell from -$1M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Frozen Phs 401(a) Plan end-of-year assets fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Frozen Phs 401(a) Plan reported participants fell from 324 in the plan year 2023 filing to 284 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Frozen Phs 401(a) Plan reports 284 participants - about 41% of that state average ($19M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN752702388
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Health Resources)

$2B$2.5B$3B$3.5B$4B 202220232024 $2.5B $3.47B ▲ +38.8%
Total plan assets by year, all Texas Health Resources plans on file
Year Plans Participants Total Assets
2022 5 27,468 $2.5B
2023 5 28,929 $3.1B
2024 5 32,262 $3.5B

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Frozen Phs 401(a) Plan vs. nearby Money Purchase plans in Texas, assets vs. participants

Frozen Phs 401(a) Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Frozen Phs 401(a) PlanOccidental Petroleum…Alcon Retirement PlanWilliam Marsh Rice U…Apache Corporation M…Greater Texas IBEW N…
Frozen Phs 401(a) Plan vs. nearby Money Purchase plans in Texas, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Frozen Phs 401(a) Plan by total assets, not by location.

Frequently Asked Questions

How did Frozen Phs 401(a) Plan assets move in 2024?
Frozen Phs 401(a) Plan pulled back noticeably - down 12.7% during 2024, from $21M to $19M. Reported net income was -$3M.
How have Texas Health Resources plan assets changed over time?
Across 3 plan years on file (2022-2024), Texas Health Resources's sponsor-wide assets grew 39.1%, from $2.5B to $3.5B.
Which Money Purchase plans are similar in size to Frozen Phs 401(a) Plan?
Among Money Purchase plans in other states, the closest by assets is International Longshoremen's Association Local 1969 Pension Plan in IN ($19M, 70 participants).

Filing takeaways

Ways to act on Frozen Phs 401(a) Plan's numbers.