401(k) · DOL Form 5500 · 2024

Texas Health Resources 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
594
Participants Below avg headcount
80th
Percentile by assets National rank
$60,368
Avg per participant Low balance/head
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Official DOL plan name: Frozen Phs & Hmhs 403(b) Annuity Plan · Sponsored by Texas Health Resources · Texas · Healthcare & Social Assistance

$36M in assets, 594 participants

Texas Health Resources's Frozen Phs & Hmhs 403(b) Annuity Plan reported $36M in total assets and 594 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,021 in Healthcare & Social Assistance (16,916 peers)

Where Frozen Phs & Hmhs 403(b) Annuity Plan sits by assets

Frozen Phs & Hmhs 403(b) Annuity Plan sits in the top quartile of all filed plans by assets, $36M for 594 participants (~$60,368/participant), down 9.5% in 2024.

#14,021
in Healthcare & Social Assistance (16,916 peers)
-9.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Frozen Phs & Hmhs 403(b) Annuity Plan's outsized position by total assets

Frozen Phs & Hmhs 403(b) Annuity Plan vs every filed plan by assets

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

$35,858,847 Top 20% higher than 80% 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 & Hmhs 403(b) Annuity 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 & Hmhs 403(b) Annuity Plan sits mid-pack in the medium band (594 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frozen Phs & Hmhs 403(b) Annuity Plan reported net income fell from -$1M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Frozen Phs & Hmhs 403(b) Annuity Plan reported participants fell from 689 in the plan year 2023 filing to 594 in the plan year 2024 filing.
  • Frozen Phs & Hmhs 403(b) Annuity Plan end-of-year assets fell from $40M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752702388 · Texas Health Resources PY 2024 · 401(k)

Frozen Phs & Hmhs 403(b) Annuity Plan · $36M · 594 · 80th

  • NET $36M
  • NET 594
  • NET 80th
  • NET 401(k)
  • NET near The Bally Ribbon Mills Profit Sharing 401(k) Plan
  • NET ind #14021

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 & Hmhs 403(b) Annuity Plan in the asset neighbourhood

Frozen Phs & Hmhs 403(b) Annuity PlanFrozen Phs & Hmhs 403(b) Ann…$36MThe Bally Ribbon Mills Profit Sharing 401(k) PlanThe Bally Ribbon Mills Profi…$36MPanorama Education, Inc. Retirement TrustPanorama Education, Inc. Ret…$36MKennebunk Savings Bank 401(k) PlanKennebunk Savings Bank 401(k…$36MHuddl3 Group 401(k) Plan$36M
End-of-year total assets ($M) among Frozen Phs & Hmhs 403(b) Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$36M
Net Income-$4M
Employer EIN752702388
Plan Effective Date1991-01-01
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 401(k) Plans in Texas

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

Frozen Phs & Hmhs 403(b) Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Frozen Phs & Hmhs 403(b) Annuity Plan, Total assets ($B): 0.035858847 · Participants: 594Frozen Phs & Hmhs 403(b) Annuity 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
Frozen Phs & Hmhs 403(b) Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Frozen Phs & Hmhs 403(b) Annuity Plan side-by-side with 3 peers →

Frozen Phs & Hmhs 403(b) Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Bally Ribbon Mills Profit Sharing 401(k) Plan in PA ($36M); by covered participants it is Vacation Rental Pros Property Management LLC in FL (594 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (594 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 & Hmhs 403(b) Annuity Plan assets move in 2024? ▼
Frozen Phs & Hmhs 403(b) Annuity Plan pulled back noticeably - down 9.5% during 2024, from $40M to $36M. Reported net income was -$4M.
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.
Where does Frozen Phs & Hmhs 403(b) Annuity Plan rank by assets among Form 5500 filers? ▼
Frozen Phs & Hmhs 403(b) Annuity Plan ranks in the 80th 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 Frozen Phs & Hmhs 403(b) Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Bally Ribbon Mills Profit Sharing 401(k) Plan in PA ($36M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Frozen Phs & Hmhs 403(b) Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vacation Rental Pros Property Management LLC in FL (594 participants, $5M 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.