Texas Medical Center 401(K) Retirement Plan — Form 5500 plan (Texas Medical Center)

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, Texas Medical Center 401(K) Retirement Plan is a benefit plan reported by Texas Medical Center under EIN 74-1030788 and plan number 003. The latest loaded filing year is 2023. The filing reports 157 participants and $15,047,573 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15MPlan net assets, end of year$15,047,573
Participants157Covered participants reported
Assets / participant$95.8KComputed: assets ÷ participants$95,844 (computed)
Provider compensationNone reported
Plan sponsor
Texas Medical Center
EIN
74-1030788
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H20240930141403NAL0005637265001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$1.4M
Participant$959.6K
Full reported line items

Net assets

Total assets (EOY)
$15,047,573
Total liabilities (EOY)
$0
Net assets (EOY)
$15,047,573
Net assets (BOY)
$11,311,474

Income & contributions

Employer contributions
$1,422,886
Participant contributions
$959,629
Total contributions
$2,598,109
Total income / additions
$4,815,080

Expenses & distributions

Benefits paid
$1,075,247
Administrative expenses
$3,734
Total expenses
$1,078,981
Net increase / (decrease)
$3,736,099
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 60%Participant 40%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income22%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages