Defined Benefit (Pension) · DOL Form 5500 · 2024

Texas Heart Institute Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
58
Participants Small participant base
50th
Percentile by assets National rank
$129,585
Avg per participant Near avg balance/head
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Official DOL plan name: Texas Heart Institute Retirement Plan · Sponsored by Texas Heart Institute · Texas · Healthcare & Social Assistance

$8M in assets, 58 participants

Texas Heart Institute's Texas Heart Institute Retirement Plan reported $8M in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,224 in Healthcare & Social Assistance (16,916 peers)

Texas Heart Institute multi-year trail

Texas Heart Institute's plans moved +23.7% in assets from 2022 to 2024; this filing shows Texas Heart Institute Retirement Plan at $8M / 58 participants.

#9,224
in Healthcare & Social Assistance (16,916 peers)
-0.2%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Texas Heart Institute Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Texas Heart Institute Retirement Plan vs every filed plan by assets

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

$7,515,912 Top 50% higher than 50% 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

Texas Heart Institute Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Heart Institute Retirement Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Heart Institute Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$12K in the plan year 2024 filing.
  • Texas Heart Institute Retirement Plan reported participants fell from 61 in the plan year 2023 filing to 58 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 746053200 · Texas Heart Institute PY 2024 · Defined Benefit (Pension)

Texas Heart Institute Retirement Plan · $8M · 58 · 50th

  • 5500 $8M
  • 5500 58
  • 5500 50th
  • 5500 Defined Benefit (Pension)
  • 5500 near Pension Plan for Employees of Diemolding Corporation
  • 5500 ind #9224

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 →

Texas Heart Institute Retirement Plan in the asset neighbourhood

Keystone Folding Box Company Retirement PlanKeystone Folding Box Company…$8MSierra Sheets, LLC Defined Benefit Pension PlanSierra Sheets, LLC Defined B…$8MTexas Heart Institute Retirement PlanTexas Heart Institute Retire…$8MPension Plan for Employees of Diemolding CorporationPension Plan for Employees o…$8MRetirement Plan of the Blood Bank of HawaiiRetirement Plan of the Blood…$8M
End-of-year total assets ($M) among Texas Heart Institute Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas Heart Institute multi-year asset trail

Sponsor-wide plan assets over time

All Texas Heart Institute plans reported in each filing year

Latest sponsor-wide plan assets
$32M 23.705909785747725% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.8M $31.9M ▲ +23.7%
Year Plans Participants Total Assets
2022 2 255 $26M
2023 2 261 $29M
2024 2 253 $32M

Texas Heart Institute filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$12K
Employer EIN746053200
Plan Effective Date1993-12-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Texas Heart Institute Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Texas Heart Institute Retirement Plan, Total assets ($B): 0.007515912 · Participants: 58Texas Heart Institute Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Texas Heart Institute Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Texas Heart Institute Retirement Plan side-by-side with 3 peers →

Texas Heart Institute Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Diemolding Corporation in NY ($8M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Texas Heart Institute Retirement Plan assets move in 2024? ▼
Texas Heart Institute Retirement Plan held essentially flat - down 0.2% during 2024, from $8M to $8M. Reported net income was -$12K.
How have Texas Heart Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Heart Institute's sponsor-wide assets grew 23.7%, from $26M to $32M.
Which Defined Benefit (Pension) plans are similar in size to Texas Heart Institute Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Diemolding Corporation in NY ($8M, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Texas Heart Institute Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants, $5M 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 746053200.

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.