H.e.butt Grocery 401(k) and retirement plans

H.e.butt Grocery Company, San Antonio, TX. EIN 74-0537175. Annual reports 2009–2024. Also filed as H. E. Butt Grocery Company.

H.e.butt Grocery Company has 2 active retirement plans on file. The largest is the H-E-B Partner Stock Plan, with 126,964 participants and $1.6 billion in assets in 2024. No traditional pension plan appears in H.e.butt Grocery's filings since 2009.

Active plans: 2
Participants: 249,441
Plan assets: $5.9 billion
401(k) recordkeeper: Conduent
Plans on file: 2
Industry: Retail

All 2 plans

Active plans first

H-E-B Partner Stock Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 74-0537175
Participants (2024): 126,964
Net assets (2024): $1.6 billion
Plan administrator: H-E-B Partner Stock Plan Administration Committee
646 South Flores Street
San Antonio, TX 78204
(210) 938-8000As filed for 2024
In effect since: January 1, 2015

Earlier sponsor: H. E. Butt Grocery Company (2015–2023).

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	126,964	$1.6 billion	not listed
2023	118,277	$1.3 billion	not listed
2022	110,058	$1.0 billion	not listed
2021	81,319	$890 million	not listed
2020	75,422	$673 million	not listed
2019	69,926	$433 million	not listed
2018	64,862	$319 million	not listed
2017	59,383	$241 million	not listed
2016	55,126	$177 million	not listed
2015	51,634	$111 million	not listed

H-E-B Savings & Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 74-0537175
Participants (2024): 122,477
Net assets (2024): $4.3 billion
Recordkeeper: ConduentEarlier: Xerox (2015), Schwab (2009–2014)
Plan administrator: H.e.butt Grocery Company
646 South Flores Street
San Antonio, TX 78204
(210) 938-8000As filed for 2024
In effect since: January 1, 1976

Earlier sponsor: H. E. Butt Grocery Company (2009–2023).

Earlier plan names: H-E-B Brand Savings & Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	122,477	$4.3 billion	Conduent
2023	114,181	$3.8 billion	Conduent
2022	106,206	$3.3 billion	Conduent
2021	92,982	$3.7 billion	Conduent
2020	88,810	$3.1 billion	Conduent
2019	80,140	$2.9 billion	Conduent
2018	74,851	$2.4 billion	Conduent
2017	67,546	$2.5 billion	Conduent
2016	64,186	$2.2 billion	Conduent
2015	61,147	$2.0 billion	Xerox
2014	60,571	$2.1 billion	Schwab
2013	62,265	$1.9 billion	Schwab
2012	58,043	$1.7 billion	Schwab
2011	54,791	$1.5 billion	Schwab
2010	51,714	$1.5 billion	Schwab
2009	50,671	$1.3 billion	Schwab

If you had money in one of these plans

Call Conduent, which runs the H-E-B Savings & Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((210) 938-8000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

H-E-B Partner Stock Plan

H-E-B Savings & Retirement Plan

If you had money in one of these plans

What these numbers are

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