Texas Heart Institute 403(b) match, vesting and fees
What Texas Heart Institute's 403(b) 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 | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Blazek & Vetterling (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Texas Heart Institute: employer contribution per participant | $660 | |
| Peer median | $1,438 |
| Texas Heart Institute: average balance | $33,011 | |
| Peer median | $41,205 |
| Texas Heart Institute: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.33% |
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 $21.9M at the end of plan year 2021 to $17.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 544 | $17.9M | $358K | $660 | 0.18% | Not published | Form 5500 ↗ |
| 2024 | 623 | $24.3M | $507K | $857 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 555 | $21.2M | $331K | $608 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 536 | $19.3M | $369K | $706 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 498 | $21.9M | $303K | $615 | <0.01% | Not published | Form 5500 ↗ |
Other Texas Heart Institute plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Texas Heart Institute Retirement 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.
| Independent auditor | Blazek & Vetterling (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Texas Heart Institute match 401(k) contributions?
The match terms for the Texas Heart Institute Section 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $358K in employer contributions, about $660 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Texas Heart Institute 401(k) match vested?
The vesting schedule for the Texas Heart Institute Section 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Texas Heart Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Valic Retirement Services Company. The plan administrator is Texas Heart Institute.
I left Texas Heart Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Texas Heart Institute, (832) 355-4011) or the recordkeeper, Valic Retirement Services Company. The Texas Heart Institute old 401(k) page lists the contacts from every plan filing. Find an old Texas Heart Institute 401(k)
Data from the public Form 5500 annual reports Texas Heart Institute filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Heart Institute. Not financial advice. Report a correction · Methodology