Money Purchase · DOL Form 5500 · 2024

Texas Health Resources Money Purchase Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
284
Participants Below avg headcount
69th
Percentile by assets National rank
$65,747
Avg per participant Below avg balance/head
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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.

  • #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.

#12,465
in Healthcare & Social Assistance (16,916 peers)
-12.7%
assets change YoY

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.

Frozen Phs 401(a) Plan's outsized position by total assets

Frozen Phs 401(a) Plan vs every filed plan by assets

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

$18,672,100 Top 31% higher than 69% 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

Frozen Phs 401(a) 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. Frozen Phs 401(a) Plan sits mid-pack in the medium band (284 participants).

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 →

Published 5500 schedule card

Filing strip 752702388 · Texas Health Resources PY 2024 · Money Purchase

Frozen Phs 401(a) Plan · $19M · 284 · 69th

  • NET $19M
  • NET 284
  • NET 69th
  • NET Money Purchase
  • NET near International Longshoremen's Association Local 1969 Pension Plan
  • NET ind #12465

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 →

Frozen Phs 401(a) Plan in the asset neighbourhood

The Steamfitters Industry Fund Office Money Purchase Pension PlanThe Steamfitters Industry Fu…$19MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$19MHamilton Health Care System, Inc. Rsvp Defined Contribution PlanHamilton Health Care System,…$19MFrozen Phs 401(a) Plan$19MInternational Longshoremen's Association Local 1969 Pension PlanInternational Longshoremen's…$19M
End-of-year total assets ($M) among Frozen Phs 401(a) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Texas Health Resources plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 39.07971409231432% vs 2022
2024 filing year
$2B$2.5B$3B$3.5B$4B 202220232024 $2.5B $3.47B ▲ +38.8%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Frozen Phs 401(a) Plan, Total assets ($B): 0.0186721 · Participants: 284Frozen Phs 401(a) PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.278563146 · Participants: 7877Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 1.081344733 · Participants: 9762Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.929563361 · Participants: 6787William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.271344223 · Participants: 1492Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.164810179 · Participants: 1845Greater Texas IBEW NECA Annuity Plan
Frozen Phs 401(a) Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Frozen Phs 401(a) Plan side-by-side with 3 peers →

Frozen Phs 401(a) Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is International Longshoremen's Association Local 1969 Pension Plan in IN ($19M); by covered participants it is Electrical Workers Local No. 294 Supplemental Unemployment Benefit Fund in MN (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 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).
Which Money Purchase plans cover a similar participant headcount to Frozen Phs 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Electrical Workers Local No. 294 Supplemental Unemployment Benefit Fund in MN (284 participants, $346K 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 752702388.

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.