401(k) · DOL Form 5500 · 2024
Heart of Texas Behavioral Heal 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $249,125
- Avg per participant Above avg balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network · Sponsored by Heart of Texas Behavioral Heal · Texas · Healthcare & Social Assistance
$11M in assets, 45 participants
Heart of Texas Behavioral Heal's Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network reported $11M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,741 in Healthcare & Social Assistance (16,916 peers)
Heart of Texas Behavioral Heal multi-year trail
Heart of Texas Behavioral Heal's plans moved -78.0% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network at $11M / 45 participants.
- #10,741
- in Healthcare & Social Assistance (16,916 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,210,634 Top 42% higher than 58% 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
Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network reported participants fell from 48 in the plan year 2023 filing to 45 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 741622958 · Heart of Texas Behavioral Heal PY 2024 · 401(k)
Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network · $11M · 45 · 58th
- VS-ST $11M
- BOY 45
- SCH 58th
- EBSA 401(k)
- PART near Retirement Savings Plan for Elgi Compressors USA, Inc.
- TYPE ind #10741
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 →
Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network in the asset neighbourhood
Heart of Texas Behavioral Heal multi-year asset trail
Sponsor-wide plan assets over time
All Heart of Texas Behavioral Heal plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 77.9613294908663% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 494 | $51M |
| 2023 | 2 | 496 | $59M |
| 2024 | 1 | 45 | $11M |
Heart of Texas Behavioral Heal filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$1M |
| Employer EIN | 741622958 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Tax Deferred Annuity Plan of Heart of Texas Behavioral Health Network's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Retirement Savings Plan for Elgi Compressors USA, Inc. in NC ($11M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Coact, Inc. 401(k) Plan (MD) 45 · 0 off
- Tlm Associates, Inc. 401(k) Plan (TN) 45 · 0 off
- Air T, Inc. 1165(e) Plan (NC) 45 · 0 off
- Sud 123 Inc 401(k) Profit Sharing Plan & Trust (NY) 45 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.