Profit Sharing · DOL Form 5500 · 2024
The H. E. Butt Foundation Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $71,871
- Avg per participant Below avg balance/head
Official DOL plan name: The H. E. Butt Foundation 403(b) Savings Plan · Sponsored by The H. E. Butt Foundation · Texas · Other Services
$9M in assets, 128 participants
The H. E. Butt Foundation's The H. E. Butt Foundation 403(b) Savings Plan reported $9M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #5,667 in Other Services (7,719 peers)
Coverage in Texas
The H. E. Butt Foundation 403(b) Savings Plan covers 128 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $9M.
- #5,667
- in Other Services (7,719 peers)
- +16.9%
- assets growth YoY
The H. E. Butt Foundation 403(b) Savings Plan's mid-pack asset rank among Other Services and all filers
The H. E. Butt Foundation 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,199,427 Top 46% higher than 54% 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
The H. E. Butt Foundation 403(b) Savings 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. The H. E. Butt Foundation 403(b) Savings Plan sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The H. E. Butt Foundation 403(b) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The H. E. Butt Foundation 403(b) Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- The H. E. Butt Foundation 403(b) Savings Plan reported participants rose from 126 in the plan year 2023 filing to 128 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 741239819 · The H. E. Butt Foundation PY 2024 · Profit Sharing
The H. E. Butt Foundation 403(b) Savings Plan · $9M · 128 · 54th
- VS-ST $9M
- VS-ST 128
- VS-ST 54th
- VS-ST Profit Sharing
- VS-ST near Interwest Venture Management Co. Profit Sharing Plan and Trust
- VS-ST ind #5667
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 Other Services retirement plans → · Plans in Texas →
The H. E. Butt Foundation 403(b) Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 741239819 |
| Plan Effective Date | 2016-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The H. E. Butt Foundation)
Sponsor-wide plan assets over time
All The H. E. Butt Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 49.62274016962095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $6M |
| 2023 | 1 | 126 | $8M |
| 2024 | 1 | 128 | $9M |
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
- H-E-B Partner Stock Plan $1.6B · 103,962
- 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
The H. E. Butt Foundation 403(b) Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Interwest Venture Management Co. Profit Sharing Plan and Trust in CA ($9M); by covered participants it is 403(b) Thrift Plan for Employees of Queens Community House, Inc. in NY (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
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.