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Original filing (PDF)20251014141632NAL0003134225001
H.E.BUTT GROCERY COMPANY
Form 5500
FILING_RECEIVED
H-E-B PARTNER STOCK PLAN
Defined-contribution retirement plan
Signals · 3
92% in single holding92% employer stockNo recordkeeper disclosed
Active participants
108,877
Accounts w/ balance
102,278
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "H.E. Butt Grocery Company Private non-voting common stock" is 92% of plan.
- 92% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H.E.BUTT GROCERY COMPANY.
Plan sponsor
Name
H.E.BUTT GROCERY COMPANY
EIN
74-0537175
Address
646 SOUTH FLORES STREET · SAN ANTONIO, TX · 78204
Phone
(210) 938-8000
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Name
H-E-B PARTNER STOCK PLAN ADMINISTRATION COMMITTEE
EIN
74-0537175
City
SAN ANTONIO, TX
Phone
(210) 938-8000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $1.4B(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| H.E. Butt Grocery Company Private non-voting common stock | — | — | $709.9M | $1.3B | 84.8% | |
| MFS Conservative Allocation Fund | — | — | — | $91.8M | 5.9% | |
| The Northern Trust Company Short-Term Investment Fund | — | — | $14.9M | $14.9M | 1.0% | |
| MFS Aggressive Growth Allocation Fund | — | — | — | $846K | <0.1% | |
| MFS Moderate Allocation Fund | — | — | — | $516K | <0.1% | |
| State Street Institutional US Government Money Market Fund | — | — | — | $77K | <0.1% |
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