Texas Health Resources 401(k) match, vesting and fees
What Texas Health Resources' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | KPMG, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Texas Health Resources: employer contribution per participant | $4,061 | |
| Peer median | $2,155 |
| Texas Health Resources: average balance | $122,546 | |
| Peer median | $66,935 |
| Texas Health Resources: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.9B at the end of plan year 2023 to $3.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 33,770 | $3.3B | $109M | $4,061 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 34,090 | $2.9B | $102M | $3,824 | 0.08% | Not published | Form 5500 ↗ |
Other Texas Health Resources plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Texas Health Frozen Prior Employer 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | KPMG, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Frozen Phs & Hmhs 403(b) Annuity Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | KPMG, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Frozen Phs & Hmhs 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | KPMG, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Frozen Phs 401(a) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | KPMG, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Texas Health Resources match 401(k) contributions?
The match terms for the Texas Health 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $109M in employer contributions, about $4,061 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Texas Health Resources 401(k) match vested?
The vesting schedule for the Texas Health 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Texas Health Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Governance Committee.
I left Texas Health Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Governance Committee, (682) 236-7232) or the recordkeeper, Fidelity Investments Institutional. The Texas Health Resources old 401(k) page lists the contacts from every plan filing. Find an old Texas Health Resources 401(k)
Data from the public Form 5500 annual reports Texas Health Resources filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Texas Health Resources. Not financial advice. Report a correction · Methodology