Defined Benefit (Pension) · DOL Form 5500 · 2024

Texas Medical Liability Trust Pension Plan

Data updated 2026-07-24

$7M
Total assets: 128
Participants: 48th
Percentile by assets: $53,278
Avg per participant

Official DOL plan name: Texas Medical Liability Trust Cash Balance Plan · Sponsored by Texas Medical Liability Trust · Texas · Finance & Insurance

$7M in assets, 128 participants

Texas Medical Liability Trust's Texas Medical Liability Trust Cash Balance Plan reported $7M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

48th percentile by assets (of 116,472 plans)

Coverage in Texas

Texas Medical Liability Trust Cash Balance Plan covers 128 participants in Texas, about 18% of the average Texas filer (state average ~704 per filing). Assets: $7M.

$7M
total plan assets (2024 EOY): 128
covered participants: 48th
percentile by assets (of 116,472 plans): $53,278
avg assets per participant

Texas Medical Liability Trust Cash Balance Plan reported net income rose from $383K in the plan year 2023 filing to $533K in the plan year 2024 filing.
Texas Medical Liability Trust Cash Balance Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Texas Medical Liability Trust Cash Balance Plan reported participants fell from 133 in the plan year 2023 filing to 128 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. Texas Medical Liability Trust Cash Balance Plan reports 128 participants - about 18% of that state average ($7M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$533K
Employer EIN	742002140
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Texas Medical Liability Trust)

Total plan assets by year, all Texas Medical Liability Trust plans on file

Year	Plans	Participants	Total Assets
2022	2	317	$50M
2023	2	301	$60M
2024	2	306	$67M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Texas Medical Liability Trust Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $28.3B · 100,400
Exxonmobil Pension Plan $12.1B · 22,000
Chevron Retirement Plan $9.7B · 21,297
Shell Pension Plan $9.7B · 12,688
Caterpillar Inc. Retirement Income Plan $9.2B · 11,498

Compare Texas Medical Liability Trust Cash Balan… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Texas Medical Liability Trust Cash Balance Plan by total assets, not by location.

H&n Group, Inc. Defined Benefit Pension Plan (CA) $7M · 38
Medical Extrusion Technologies, Inc. Defined Benefit Plan (CA) $7M · 103
Bally North America, Inc. Pension Plan (CA) $7M · 2
Moustafa E. Alamy M.D., Inc. Defined Benefit Pension Plan (CA) $7M · 9

Frequently Asked Questions

How did Texas Medical Liability Trust Cash Balance Plan assets move in 2024? ▼

Texas Medical Liability Trust Cash Balance Plan grew at a solid clip - up 8.5% during 2024, from $6M to $7M. Reported net income was $533K.

How have Texas Medical Liability Trust plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Texas Medical Liability Trust's sponsor-wide assets grew 32.1%, from $50M to $67M.

Which Defined Benefit (Pension) plans are similar in size to Texas Medical Liability Trust Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is H&n Group, Inc. Defined Benefit Pension Plan in CA ($7M, 38 participants).

Next read for Texas Medical Liability Trust Cash Balan…

Filing takeaways

Ways to act on Texas Medical Liability Trust Cash Balance Plan's numbers.

By total assets, Texas Medical Liability Trust Cash Balance Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
Texas Medical Liability Trust's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 742002140.

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.