Find an old Texas Health Resources 401(k)

Who to contact about an account in each of the 5 Texas Health Resources plans, from the filings. Free, no sign-up, no Social Security number.

Texas Health 401(k) Retirement Plan

Texas Health Resources · Plan 008 · EIN 75-2702388 · Arlington, TX

Active · plan year 2024 filing401(k)
Plan administratorGovernance Committee
612 E. Lamar Blvd Suite 900, Arlington, TX 76011
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances4,291 separated participants still had money in the planForm 5500 ↗

Texas Health Frozen Prior Employer 401(k) Plan

Texas Health Resources · Plan 013 · EIN 75-2702388 · Arlington, TX

Active · plan year 2024 filing401(k)
Plan administratorGovernance Committee
612 E. Lamar Blvd Suite 900, Arlington, TX 76011
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances457 separated participants still had money in the planForm 5500 ↗

Frozen Phs & Hmhs 403(b) Annuity Plan

Texas Health Resources · Plan 003 · EIN 75-2702388 · Arlington, TX

Active · plan year 2024 filing401(k)
Plan administratorGovernance Committee
612 E. Lamar Blvd Suite 900, Arlington, TX 76011
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances105 separated participants still had money in the planForm 5500 ↗

Frozen Phs & Hmhs 401(k) Plan

Texas Health Resources · Plan 005 · EIN 75-2702388 · Arlington, TX

Active · plan year 2024 filing401(k)
Plan administratorGovernance Committee
612 E. Lamar Blvd Suite 900, Arlington, TX 76011
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances61 separated participants still had money in the planForm 5500 ↗

Frozen Phs 401(a) Plan

Texas Health Resources · Plan 001 · EIN 75-2702388 · Arlington, TX

Active · plan year 2024 filingRetirement
Plan administratorGovernance Committee
612 E. Lamar Blvd Suite 900, Arlington, TX 76011
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances59 separated participants still had money in the planForm 5500 ↗

Texas Health Resources 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Texas Health Resources 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Governance Committee, (682) 236-7232. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Texas Health Resources 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (682) 236-7232.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Texas Health Resources and does not hold accounts. Not financial advice. Report a correction