How big is Texas Health Resources' plan?

Texas Health Resources' plan reported $10.0M in assets and 309 participants for 2024.

Original filing (PDF)20250922150654NAL0007877810001

Texas Health Resources

Name: Texas Health Resources — Frozen PHS & HMHS 401(k), Form 5500 (2024)
Creator: Texas Health Resources
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Frozen PHS & HMHS 401(k) Plan

401(k) retirement plan · Texas Health Resources' Frozen PHS & HMHS 401(k) Plan held $10.0M in plan assets for 309 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

100% in single holding

Active participants

309

Accounts w/ balance

372

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

Carla Dawson signed Texas Health Resources' 2024 Form 5500 as plan administrator.

Carla Dawson — 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

Texas Health Resources' EIN is 75-2702388.

EIN 75-2702388

Plan number 005

Plan year 2024

ACK ID 20250922150654NAL0007877810001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Texas Health Resources from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Texas Health Resources' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEXAS HEALTH RESOURCES.

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How this plan invests

This plan

8 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

TEXAS HEALTH RESOURCES

EIN

all filings

Address

612 E. LAMAR BLVD SUITE 900 · ARLINGTON, TX · 76011

Phone

(682) 236-7232

Industry

Health Care & Social Assistance

Plan administrator

Name

GOVERNANCE COMMITTEE

EIN

75-2736273

City

ARLINGTON, TX

Phone

(682) 236-7232

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

KPMG, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

1 direct security · 8 pooled funds· $15.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other

$9.7M

1 holding

Common Collective Trust

$5.6M

7 holdings

Master Trust

$306K

1 holding

					% of plan
[Assets held in common collective trust]	Other	—	—	$9.7M	97.6%
JPMCB SR PB 2025 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001	Common Collective Trust	—	—	$2.2M	21.6%
JPMCB SR PB 2030 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001	Common Collective Trust	—	—	$2.0M	19.9%
JPMCB SR PB 2020 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001	Common Collective Trust	—	—	$967K	9.7%
TEXAS HEALTH RESOURCES MASTER TRUST TEXAS HEALTH RESOURCES · EIN 75-2702388 / PN 015	Master Trust	—	—	$306K	3.1%
JPMCB SR PB 2035 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001	Common Collective Trust	—	—	$275K	2.8%
JPMCB SR PB INC CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001	Common Collective Trust	—	—	$216K	2.2%
JPMCB SR PB 2040 CFC JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001	Common Collective Trust	—	—	$21K	0.2%
JPMCB SR PB 2060 CFB JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001	Common Collective Trust	—	—	$0	<0.1%