Defined Benefit (Pension) · DOL Form 5500 · 2024

Texas Medical Liability Trust Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
128
Participants Small participant base
48th
Percentile by assets National rank
$53,278
Avg per participant Low balance/head
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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.

  • #2,796 in Finance & Insurance (8,549 peers)

Coverage in Texas

Texas Medical Liability Trust Cash Balance Plan covers 128 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#2,796
in Finance & Insurance (8,549 peers)
+8.5%
assets growth YoY

Texas Medical Liability Trust Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Texas Medical Liability Trust Cash Balance Plan vs every filed plan by assets

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

$6,819,590 48th percentile higher than 48% 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 Liability Trust Cash Balance 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 Liability Trust Cash Balance Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 742002140 · Texas Medical Liability Trust PY 2024 · Defined Benefit (Pension)

Texas Medical Liability Trust Cash Balance Plan · $7M · 128 · 48th

  • IND $7M
  • EOY 128
  • 5500 48th
  • ASSETS Defined Benefit (Pension)
  • PCT near H&n Group, Inc. Defined Benefit Pension Plan
  • EIN ind #2796

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 Finance & Insurance retirement plans → · Plans in Texas →

Texas Medical Liability Trust Cash Balance Plan in the asset neighbourhood

Bally North America, Inc. Pension PlanBally North America, Inc. Pe…$7MSilicon Valley Mechanical Cash Balance PlanSilicon Valley Mechanical Ca…$7MMedical Extrusion Technologies, Inc. Defined Benefit PlanMedical Extrusion Technologi…$7MH&n Group, Inc. Defined Benefit Pension PlanH&n Group, Inc. Defined Bene…$7MTexas Medical Liability Trust Cash Balance PlanTexas Medical Liability Trus…$7M
End-of-year total assets ($M) among Texas Medical Liability Trust Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$533K
Employer EIN742002140
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Medical Liability Trust)

Sponsor-wide plan assets over time

All Texas Medical Liability Trust plans reported in each filing year

Latest sponsor-wide plan assets
$67M 32.068919529052195% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.4M $66.6M ▲ +32.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Texas Medical Liability Trust Cash Balance Plan, Total assets ($B): 0.00681959 · Participants: 128Texas Medical Liability Trust Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Texas Medical Liability Trust Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Texas Medical Liability Trust Cash Balance Plan side-by-side with 3 peers →

Texas Medical Liability Trust Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is H&n Group, Inc. Defined Benefit Pension Plan in CA ($7M); by covered participants it is Kohler Credit Union Defined Benefit Plan in WI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Texas Medical Liability Trust Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kohler Credit Union Defined Benefit Plan in WI (128 participants, $16M 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 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.