2023 Form 5500 filing — H-E-B Partner Stock Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011123605NAL0012487795001) for H-E-B Partner Stock Plan, reported by H. E. Butt Grocery Company under EIN 74-0537175 and plan number 002. It reports 110,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241011123605NAL0012487795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H. E. Butt Grocery Company
- EIN
- 74-0537175
- Plan number
- 002
- Location
- San Antonio, TX
- Participants
- 110,058
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,320,262,511
- Total liabilities (EOY)
- $12,809
- Net assets (EOY)
- $1,320,249,702
- Employer contributions
- $125,303,287
- Total income / additions
- $315,118,224
- Benefits paid
- $40,185,170
- Administrative expenses
- $0
- Total expenses
- $40,185,170
- Net increase / (decrease)
- $274,933,054
- Schedule source
- Schedule H