401(k) · DOL Form 5500 · 2024

Utmb Healthcare Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
488
Participants Below avg headcount
51st
Percentile by assets National rank
$16,710
Avg per participant Low balance/head
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Official DOL plan name: Utmb Healthcare Systems Retirement Plan · Sponsored by Utmb Healthcare Systems, Inc. · Texas · Healthcare & Social Assistance

$8M in assets, 488 participants

Utmb Healthcare Systems, Inc.'s Utmb Healthcare Systems Retirement Plan reported $8M in total assets and 488 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,547 in Healthcare & Social Assistance (16,916 peers)

Utmb Healthcare Systems, Inc. multi-year trail

Utmb Healthcare Systems, Inc.'s plans moved +103.5% in assets from 2022 to 2024; this filing shows Utmb Healthcare Systems Retirement Plan at $8M / 488 participants.

#9,547
in Healthcare & Social Assistance (16,916 peers)
+28.6%
assets growth YoY

Utmb Healthcare Systems Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Utmb Healthcare Systems Retirement Plan vs every filed plan by assets

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

$8,154,486 Top 49% higher than 51% 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

Utmb Healthcare Systems Retirement 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. Utmb Healthcare Systems Retirement Plan sits mid-pack in the medium band (488 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utmb Healthcare Systems Retirement Plan reported participants rose from 352 in the plan year 2023 filing to 488 in the plan year 2024 filing.
  • Utmb Healthcare Systems Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Utmb Healthcare Systems Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760682238 · Utmb Healthcare Systems, Inc. PY 2024 · 401(k)

Utmb Healthcare Systems Retirement Plan · $8M · 488 · 51st

  • EBSA $8M
  • EBSA 488
  • EBSA 51st
  • EBSA 401(k)
  • EBSA near Ethos Beauty Partners 401(k) Profit Sharing Plan
  • EBSA ind #9547

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 →

Utmb Healthcare Systems Retirement Plan in the asset neighbourhood

Tropic 401(k) Plan$8MUtmb Healthcare Systems Retirement PlanUtmb Healthcare Systems Reti…$8MEthos Beauty Partners 401(k) Profit Sharing PlanEthos Beauty Partners 401(k)…$8MHospice of the North Coast 401(k) PlanHospice of the North Coast 4…$8MTci Texarkana, Inc. 401(k) PlanTci Texarkana, Inc. 401(k) P…$8M
End-of-year total assets ($M) among Utmb Healthcare Systems Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utmb Healthcare Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Utmb Healthcare Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 103.48580300733792% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.01M $8.15M ▲ +103.2%
Year Plans Participants Total Assets
2022 1 241 $4M
2023 1 352 $6M
2024 1 488 $8M

Utmb Healthcare Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN760682238
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Utmb Healthcare Systems Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Utmb Healthcare Systems Retirement Plan, Total assets ($B): 0.008154486 · Participants: 488Utmb Healthcare Systems 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
Utmb Healthcare Systems Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Utmb Healthcare Systems Retirement Plan side-by-side with 3 peers →

Utmb Healthcare Systems Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ethos Beauty Partners 401(k) Profit Sharing Plan in NJ ($8M); by covered participants it is Avanquest North America LLC. Retirement Plan in CA (488 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (488 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 Utmb Healthcare Systems Retirement Plan assets move in 2024? ▼
Utmb Healthcare Systems Retirement Plan grew sharply - up 28.6% during 2024, from $6M to $8M. Reported net income was $2M.
How have Utmb Healthcare Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utmb Healthcare Systems, Inc.'s sponsor-wide assets grew 103.5%, from $4M to $8M.
Which 401(k) plans are similar in size to Utmb Healthcare Systems Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ethos Beauty Partners 401(k) Profit Sharing Plan in NJ ($8M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Utmb Healthcare Systems Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avanquest North America LLC. Retirement Plan in CA (488 participants, $33M 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 760682238.

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.