Defined Benefit (Pension) · DOL Form 5500 · 2024

Health Care Service Corporation, a Mututal Legal Reserve Co. Pension Plan

Data updated 2026-07-24

$2.5B
Total assets: 24,258
Participants: 99th
Percentile by assets: $104,756
Avg per participant

Official DOL plan name: The Hcsc Employee Pension Plan · Sponsored by Health Care Service Corporation, a Mututal Legal Reserve Co. · Texas · Finance & Insurance

$2.5B in assets, 24,258 participants

Health Care Service Corporation, a Mututal Legal Reserve Co.'s The Hcsc Employee Pension Plan reported $2.5B in total assets and 24,258 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.

99th percentile by assets (of 116,472 plans)

Coverage in Texas

The Hcsc Employee Pension Plan covers 24,258 participants in Texas, 34x the typical Texas plan (state average ~704 per filing). Assets: $2.5B.

$2.5B
total plan assets (2024 EOY): 24,258
covered participants: 99th
percentile by assets (of 116,472 plans): $104,756
avg assets per participant

The Hcsc Employee Pension Plan reported net income fell from $281M in the plan year 2023 filing to $175M in the plan year 2024 filing.
The Hcsc Employee Pension Plan reported participants rose from 21,042 in the plan year 2023 filing to 24,258 in the plan year 2024 filing.
The Hcsc Employee Pension Plan end-of-year assets rose from $2.4B in the plan year 2023 filing to $2.5B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. The Hcsc Employee Pension Plan reports 24,258 participants - 34x that state average ($2.5B EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$2.4B
Net Assets (End of Year)	$2.5B
Net Income	$175M
Employer EIN	361236610
Plan Effective Date	1948-01-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Health Care Service Corporation, a Mututal Legal Reserve Co.)

Total plan assets by year, all Health Care Service Corporation, a Mututal Legal Reserve Co. plans on file

Year	Plans	Participants	Total Assets
2022	3	44,702	$4.9B
2023	2	47,669	$5.8B
2024	2	53,317	$6.5B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Hcsc Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $28.3B · 100,400
Exxonmobil Pension Plan $12.1B · 22,000
Chevron Retirement Plan $9.7B · 21,297
Shell Pension Plan $9.7B · 12,688
Caterpillar Inc. Retirement Income Plan $9.2B · 11,498

Compare The Hcsc Employee Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Hcsc Employee Pension Plan by total assets, not by location.

Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies (GA) $2.5B · 5,090
Retirement&security Program for Employees of Ntca and Its Members (VA) $2.5B · 9,988
Frontier Communications Pension Plan (CT) $2.6B · 13,220
Massachusetts Laborers' Pension Fund (MA) $2.5B · 10,203

Frequently Asked Questions

How did The Hcsc Employee Pension Plan assets move in 2024? ▼

The Hcsc Employee Pension Plan grew at a solid clip - up 7.4% during 2024, from $2.4B to $2.5B. Reported net income was $175M.

How have Health Care Service Corporation, a Mututal Legal Reserve Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Health Care Service Corporation, a Mututal Legal Reserve Co.'s sponsor-wide assets grew 32.2%, from $4.9B to $6.5B.

Where does The Hcsc Employee Pension Plan rank by assets among Form 5500 filers? ▼

The Hcsc Employee Pension Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to The Hcsc Employee Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies in GA ($2.5B, 5,090 participants).

Next read for The Hcsc Employee Pension Plan

Filing takeaways

Ways to act on The Hcsc Employee Pension Plan's numbers.

By total assets, The Hcsc Employee Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
Health Care Service Corporation, a Mututal Legal Reserve Co.'s sponsor-wide assets have grown 32.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 361236610.

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.