401(k) · DOL Form 5500 · 2024

H.E.Butt Grocery Company 401(k) Plan

Data updated 2026-08-25

$4.3B
Total assets Very large vs avg
104,613
Participants Very large workforce
100th
Percentile by assets National rank
$41,421
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: H-E-B Savings & Retirement Plan · Sponsored by H.E.Butt Grocery Company · Texas · Retail Trade

$4.3B in assets, 104,613 participants

H.E.Butt Grocery Company's H-E-B Savings & Retirement Plan reported $4.3B in total assets and 104,613 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,028 in Retail Trade (8,048 peers)

Coverage in Texas

H-E-B Savings & Retirement Plan covers 104,613 participants in Texas, 152x the typical Texas plan (state average ~688 per filing). Assets: $4.3B.

#8,028
in Retail Trade (8,048 peers)
+13.6%
assets growth YoY
43×
vs typical plan assets (national mean)

H-E-B Savings & Retirement Plan's outsized position by total assets

H-E-B Savings & Retirement Plan vs every filed plan by assets

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

$4,333,137,977 Highest reported value at or above every one 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

H-E-B Savings & Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H-E-B Savings & Retirement Plan is a mega filing (104,613 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H-E-B Savings & Retirement Plan end-of-year assets rose from $3.8B in the plan year 2023 filing to $4.3B in the plan year 2024 filing.
  • H-E-B Savings & Retirement Plan reported net income fell from $557M in the plan year 2023 filing to $518M in the plan year 2024 filing.
  • H-E-B Savings & Retirement Plan reported participants rose from 97,935 in the plan year 2023 filing to 104,613 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 740537175 · H.E.Butt Grocery Company PY 2024 · 401(k)

H-E-B Savings & Retirement Plan · $4.3B · 104,613 · 100th

  • PART $4.3B
  • TYPE 104,613
  • NET 100th
  • BOOK 401(k)
  • VS-ST near Massmutual Thrift Plan
  • BOY ind #8028

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 Retail Trade retirement plans → · Plans in Texas →

H-E-B Savings & Retirement Plan in the asset neighbourhood

Savings Plan of Entergy Corporation and SubsidiariesSavings Plan of Entergy Corp…$4.4BKoch Employees' Savings Plan$4.3BAnalog Devices, Inc. the Investment Partnership PlanAnalog Devices, Inc. the Inv…$4.3BH-E-B Savings & Retirement PlanH-E-B Savings & Retirement P…$4.3BMassmutual Thrift Plan$4.3B
End-of-year total assets ($B) among H-E-B Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$3.8B
Net Assets (End of Year)$4.3B
Net Income$518M
Employer EIN740537175
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.E.Butt Grocery Company)

Sponsor-wide plan assets over time

All H.E.Butt Grocery Company plans reported in each filing year

Latest sponsor-wide plan assets
$5.9B 35.907103287899105% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B$6B$6.5B 202220232024 $4.34B $5.9B ▲ +35.9%
Year Plans Participants Total Assets
2022 2 157,116 $4.3B
2023 2 194,846 $5.1B
2024 2 208,575 $5.9B

Nearby 401(k) Plans in Texas

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

H-E-B Savings & Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000120000 01020304050 Total assets ($B) Participants H-E-B Savings & Retirement Plan, Total assets ($B): 4.333137977 · Participants: 104613H-E-B Savings & Retirement 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
H-E-B Savings & Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare H-E-B Savings & Retirement Plan side-by-side with 3 peers →

Scale composition for H-E-B Savings & Retirement Plan

H-E-B Savings & Retirement Plan reports $4.3B in end-of-year assets across 104,613 participants (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.11% of 93,925,755 covered participants) - about $41,421 per participant (30% of the national average assets-per-participant) . Net income for plan year 2024 was $518M.

This plan identity (EIN 740537175, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.3B to $4.3B (+31.6%) while covered participants moved from 85,450 to 104,613 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 85,450 $3.3B Open filing
2023 97,935 $3.8B Open filing
2024 · index core 104,613 $4.3B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

H-E-B Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Massmutual Thrift Plan in MA ($4.3B); by covered participants it is Northrop Grumman Savings Plan in VA (104,719 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (104,613 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 H-E-B Savings & Retirement Plan assets move in 2024? ▼
H-E-B Savings & Retirement Plan grew at a solid clip - up 13.6% during 2024, from $3.8B to $4.3B. Reported net income was $518M.
How have H.E.Butt Grocery Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.E.Butt Grocery Company's sponsor-wide assets grew 35.9%, from $4.3B to $5.9B.
Where does H-E-B Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
H-E-B Savings & Retirement Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to H-E-B Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Massmutual Thrift Plan in MA ($4.3B, 13,502 participants).
Which 401(k) plans cover a similar participant headcount to H-E-B Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northrop Grumman Savings Plan in VA (104,719 participants, $39.5B 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 740537175.

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.