How big is Houston Endowment Inc.'s plan?

Houston Endowment Inc.'s plan reported $14.9M in assets and 33 participants for 2023.

Original filing (PDF)20250703114054NAL0001217842001

Houston Endowment Inc.

Name: Houston Endowment Inc. — Houston Endowment Inc. ET, Form 5500 (2023)
Creator: Houston Endowment Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Houston Endowment Inc. ET AL Pension Trust

Defined-benefit pension plan · Houston Endowment Inc.'s Houston Endowment Inc. ET AL Pension Trust held $14.9M in plan assets for 33 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

People on this filing

Sherry Fultz signed Houston Endowment Inc.'s 2023 Form 5500 as plan administrator.

Sherry Fultz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Houston Endowment Inc.'s EIN is 74-6013920.

EIN 74-6013920

Plan number 001

Plan year 2023

ACK ID 20250703114054NAL0001217842001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Houston Endowment Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Houston Endowment Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOUSTON ENDOWMENT INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off