Profit Sharing · DOL Form 5500 · 2024
H.E.Butt Grocery Company Profit Sharing Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 103,962
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $15,031
- Avg per participant Low balance/head
Official DOL plan name: H-E-B Partner Stock Plan · Sponsored by H.E.Butt Grocery Company · Texas · Retail Trade
$1.6B in assets, 103,962 participants
H.E.Butt Grocery Company's H-E-B Partner Stock Plan reported $1.6B in total assets and 103,962 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,000 in Retail Trade (8,048 peers)
Coverage in Texas
H-E-B Partner Stock Plan covers 103,962 participants in Texas, 151x the typical Texas plan (state average ~688 per filing). Assets: $1.6B.
- #8,000
- in Retail Trade (8,048 peers)
- +18.4%
- assets growth YoY
- 16×
- vs typical plan assets (national mean)
H-E-B Partner Stock Plan's outsized position by total assets
H-E-B Partner Stock Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,562,703,741 Top 1% higher than 99% 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
H-E-B Partner Stock 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 Partner Stock Plan is a mega filing (103,962 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- H-E-B Partner Stock Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
- H-E-B Partner Stock Plan reported net income fell from $275M in the plan year 2023 filing to $242M in the plan year 2024 filing.
- H-E-B Partner Stock Plan reported participants rose from 96,911 in the plan year 2023 filing to 103,962 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 740537175 · H.E.Butt Grocery Company PY 2024 · Profit Sharing
H-E-B Partner Stock Plan · $1.6B · 103,962 · 99th
- PHOTO $1.6B
- IND 103,962
- EOY 99th
- 5500 Profit Sharing
- ASSETS near Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan
- PCT ind #8000
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 Partner Stock Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | $242M |
| Employer EIN | 740537175 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 157,116 | $4.3B |
| 2023 | 2 | 194,846 | $5.1B |
| 2024 | 2 | 208,575 | $5.9B |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
- Airborn, Inc. Defined Contribution Plan $291M · 1,286
Scale composition for H-E-B Partner Stock Plan
H-E-B Partner Stock Plan reports $1.6B in end-of-year assets across 103,962 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.11% of 93,925,755 covered participants) - about $15,031 per participant (11% of the national average assets-per-participant) . Net income for plan year 2024 was $242M.
This plan identity (EIN 740537175, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.6B (+49.5%) while covered participants moved from 71,666 to 103,962 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 71,666 | $1.0B | Open filing |
| 2023 | 96,911 | $1.3B | Open filing |
| 2024 · index core | 103,962 | $1.6B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- H-E-B Savings & Retirement Plan (401(k), $4.3B, 104,613 participants)
H-E-B Partner Stock Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan in NJ ($1.6B); by covered participants it is Consolidated 403(b) Program of Mass General Brigham and Member Organizations in MA (76,559 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan (NJ) $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund (NJ) $1.5B · 10,365
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $1.5B · 96,794
- Memorialcare Retirement Plan (CA) $1.4B · 4,491
Similar participant headcount
Nearest other-state filings by covered participants (103,962 participants); asset peers above are excluded.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations (MA) 76,559 · 27,403 off
- SEIU 775 Secure Retirement Plan (WA) 72,804 · 31,158 off
- Motion Picture Industry Individual Account Plan (CA) 67,842 · 36,120 off
- Southwest Carpenters Annuity Fund (CA) 59,889 · 44,073 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.