Other · DOL Form 5500 · 2024
Texas Heart Institute Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 195
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $124,789
- Avg per participant Near avg balance/head
Official DOL plan name: Texas Heart Institute Section 403(b) Plan · Sponsored by Texas Heart Institute · Texas · Healthcare & Social Assistance
$24M in assets, 195 participants
Texas Heart Institute's Texas Heart Institute Section 403(b) Plan reported $24M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #13,172 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Texas Heart Institute Section 403(b) Plan covers 195 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $24M.
- #13,172
- in Healthcare & Social Assistance (16,916 peers)
- +14.6%
- assets growth YoY
Texas Heart Institute Section 403(b) Plan's outsized position by total assets
Texas Heart Institute Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,333,821 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Texas Heart Institute Section 403(b) 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 Heart Institute Section 403(b) Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Texas Heart Institute Section 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Texas Heart Institute Section 403(b) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Texas Heart Institute Section 403(b) Plan reported participants fell from 200 in the plan year 2023 filing to 195 in the plan year 2024 filing.
DOL schedule card
Filing strip 746053200 · Texas Heart Institute PY 2024 · Other
Texas Heart Institute Section 403(b) Plan · $24M · 195 · 74th
- SCH $24M
- EBSA 195
- PART 74th
- TYPE Other
- NET near Southwest Health System Inc. Employee Retirement Plan
- BOOK ind #13172
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 →
Texas Heart Institute Section 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 746053200 |
| Plan Effective Date | 1962-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Heart Institute)
Sponsor-wide plan assets over time
All Texas Heart Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 23.705909785747725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 255 | $26M |
| 2023 | 2 | 261 | $29M |
| 2024 | 2 | 253 | $32M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Texas Heart Institute Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Southwest Health System Inc. Employee Retirement Plan in CO ($24M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan (VA) 195 · 0 off
- Groton School 403(b) Defined Contribution Retirement Plan (MA) 195 · 0 off
- The New England College of Optometry Defined Contribution Retirement Plan (MA) 195 · 0 off
- The Winston Preparatory School 403(b) DC Plan (NY) 195 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.