H-E-B Partner Stock Plan — Form 5500 plan (H. E. Butt Grocery Company)
Plain-English plan 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, H-E-B Partner Stock Plan is a benefit plan reported by H. E. Butt Grocery Company under EIN 74-0537175 and plan number 002. The latest loaded filing year is 2023. The filing reports 110,058 participants and $1,320,262,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H. E. Butt Grocery Company
- EIN
- 74-0537175
- Plan number
- 002
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 110,058
- End-of-year plan assets
- $1,320,262,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110,058 | H | 20241011123605NAL0012487795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,320,262,511
- Total liabilities (EOY)
- $12,809
- Net assets (EOY)
- $1,320,249,702
- Net assets (BOY)
- $1,045,316,648
Income & contributions
- Employer contributions
- $125,303,287
- Total contributions
- $125,303,287
- Total income / additions
- $315,118,224
Expenses & distributions
- Benefits paid
- $40,185,170
- Administrative expenses
- $0
- Total expenses
- $40,185,170
- Net increase / (decrease)
- $274,933,054
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.