401(k) · DOL Form 5500 · 2024

Texas Medical Association 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
132
Participants Small participant base
86th
Percentile by assets National rank
$472,698
Avg per participant High balance/head
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Official DOL plan name: Texas Medical Association Employees 401(k) Profit Sharing Plan · Sponsored by Texas Medical Association · Texas · Other Services

$62M in assets, 132 participants

Texas Medical Association's Texas Medical Association Employees 401(k) Profit Sharing Plan reported $62M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,272 in Other Services (7,719 peers)

Coverage in Texas

Texas Medical Association Employees 401(k) Profit Sharing Plan covers 132 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $62M.

#7,272
in Other Services (7,719 peers)
+12.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Texas Medical Association Employees 401(k) Profit Sharing Plan's outsized position by total assets

Texas Medical Association Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$62,396,111 Top 14% higher than 86% 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

Texas Medical Association Employees 401(k) Profit Sharing 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. Texas Medical Association Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Medical Association Employees 401(k) Profit Sharing Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Texas Medical Association Employees 401(k) Profit Sharing Plan end-of-year assets rose from $56M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Texas Medical Association Employees 401(k) Profit Sharing Plan reported participants rose from 129 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741078510 · Texas Medical Association PY 2024 · 401(k)

Texas Medical Association Employees 401(k) Profit Sharing Plan · $62M · 132 · 86th

  • PART $62M
  • TYPE 132
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Institute for Justice 401(k) Plan
  • BOY ind #7272

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 Other Services retirement plans → · Plans in Texas →

Texas Medical Association Employees 401(k) Profit Sharing Plan in the asset neighbourhood

Suzuki 401(k) Retirement Plan$62MDnp Group 401(k) Retirement Savings PlanDnp Group 401(k) Retirement …$62MTexas Medical Association Employees 401(k) Profit Sharing PlanTexas Medical Association Em…$62MInstitute for Justice 401(k) PlanInstitute for Justice 401(k)…$62MTotal Pep Solutions$62M
End-of-year total assets ($M) among Texas Medical Association Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$62M
Net Income$7M
Employer EIN741078510
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Medical Association)

Sponsor-wide plan assets over time

All Texas Medical Association plans reported in each filing year

Latest sponsor-wide plan assets
$62M 35.4553365282813% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $46.1M $62.4M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 133 $46M
2023 1 129 $56M
2024 1 132 $62M

Nearby 401(k) Plans in Texas

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

Texas Medical Association Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Medical Association Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.062396111 · Participants: 132Texas Medical Association Employees 401(k) Profit Sharing 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
Texas Medical Association Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Medical Association Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

Texas Medical Association Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Institute for Justice 401(k) Plan in VA ($62M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Texas Medical Association Employees 401(k) Profit Sharing Plan assets move in 2024? ▼
Texas Medical Association Employees 401(k) Profit Sharing Plan grew at a solid clip - up 12.3% during 2024, from $56M to $62M. Reported net income was $7M.
How have Texas Medical Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Medical Association's sponsor-wide assets grew 35.5%, from $46M to $62M.
Where does Texas Medical Association Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Texas Medical Association Employees 401(k) Profit Sharing Plan ranks in the 86th 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 401(k) plans are similar in size to Texas Medical Association Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Institute for Justice 401(k) Plan in VA ($62M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Texas Medical Association Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, N/A 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 741078510.

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.