Texas Health Resources 401(k) and retirement plans

Texas Health Resources, Arlington, TX. EIN 75-2702388. Annual reports 2009–2025.

Texas Health Resources has 5 active retirement plans on file. The largest is the Texas Health 401(k) Retirement Plan, with 34,512 participants and $3.8 billion in assets in 2025. Fidelity has been its recordkeeper since 2016. No traditional pension plan appears in Texas Health Resources's filings since 2009.

Active plans
5
Participants
36,958
Plan assets
$4.0 billion
401(k) recordkeeper
Fidelity
Plans on file
7
Industry
Health care

All 7 plans

Active plans first

Texas Health 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
008Employer EIN 75-2702388
Participants (2025)
34,512
Net assets (2025)
$3.8 billion
Recordkeeper
FidelityEarlier: Empower (2014–2015), J.P. Morgan (2009–2012)
Plan administrator
Governance Committee
612 E. Lamar BLVD Suite 900
Arlington, TX 76011
(682) 236-7232As filed for 2025
In effect since
January 1, 1998

Plans merged into this one: Texas Health Medsynergies 401(k) Plan (2016).

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202534,512$3.8 billionFidelity
202433,770$3.3 billionFidelity
202334,090$2.9 billionFidelity
202231,272$2.4 billionFidelity
202129,747$2.8 billionFidelity
202028,091$2.5 billionFidelity
201926,890$2.2 billionFidelity
201829,640$1.8 billionFidelity
201727,027$1.9 billionFidelity
201624,533$1.5 billionFidelity
201523,767$1.4 billionEmpower
201422,958$1.3 billionEmpower
201322,504$1.2 billionnot listed
201221,919$962 millionJ.P. Morgan
201121,315$821 millionJ.P. Morgan
201018,655$773 millionJ.P. Morgan
200920,378$648 millionJ.P. Morgan

Texas Health Frozen Prior Employer 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
013Employer EIN 75-2702388
Participants (2025)
1,328
Net assets (2025)
$111 million
Recordkeeper
Fidelity2015–2025
Plan administrator
Governance Committee
612 E. Lamar BLVD Suite 900
Arlington, TX 76011
(682) 236-7232As filed for 2025
In effect since
January 1, 2004
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20251,328$111 millionFidelity
20241,522$108 millionFidelity
20231,895$113 millionFidelity
2022500$33.7 millionFidelity
2021549$42.8 millionFidelity
2020641$40.7 millionFidelity
2019406$29.9 millionFidelity
2018410$28.4 millionFidelity
2017454$33.0 millionFidelity
2016537$30.9 millionFidelity
2015325$30.1 millionFidelity
201472$33.5 millionnot listed
201379$5.6 millionnot listed
201288$5.1 millionnot listed
201187$4.8 millionnot listed
2010107$5.0 millionnot listed
200950$725,245not listed

Frozen PHS & HMHS 403(b) Annuity Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
003Employer EIN 75-2702388
Participants (2025)
518
Net assets (2025)
$32.5 million
Recordkeeper
Fidelity2015–2025
Plan administrator
Governance Committee
612 E. Lamar BLVD Suite 900
Arlington, TX 76011
(682) 236-7232As filed for 2025
In effect since
January 1, 1991
Year by year, 2014 to 2025
Plan yearParticipantsNet assetsRecordkeeper
2025518$32.5 millionFidelity
2024623$35.9 millionFidelity
2023740$39.6 millionFidelity
2022835$40.6 millionFidelity
2021925$56.1 millionFidelity
20201,034$59.5 millionFidelity
20191,172$59.5 millionFidelity
20181,194$58.7 millionFidelity
20171,449$69.8 millionFidelity
20161,570$68.8 millionFidelity
20151,799$77.7 millionFidelity
20141,917$84.4 millionnot listed

Frozen PHS & HMHS 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
005Employer EIN 75-2702388
Participants (2025)
324
Net assets (2025)
$9.4 million
Recordkeeper
FidelityEarlier: Empower (2014–2015), J.P. Morgan (2009–2012)
Plan administrator
Governance Committee
612 E. Lamar BLVD Suite 900
Arlington, TX 76011
(682) 236-7232As filed for 2025
In effect since
December 9, 1988
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
2025324$9.4 millionFidelity
2024372$10.0 millionFidelity
2023495$11.2 millionFidelity
2022512$11.8 millionFidelity
2021570$16.0 millionFidelity
2020649$17.1 millionFidelity
2019750$17.2 millionFidelity
2018851$16.9 millionFidelity
2017939$19.8 millionFidelity
20161,033$20.0 millionFidelity
20151,188$22.0 millionEmpower
20141,284$24.4 millionEmpower
20131,390$25.4 millionnot listed
20121,503$24.2 millionJ.P. Morgan
20111,647$24.5 millionJ.P. Morgan
20101,753$26.9 millionJ.P. Morgan
20091,892$26.4 millionJ.P. Morgan

Frozen PHS 401(A) Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
001Employer EIN 75-2702388
Participants (2025)
276
Net assets (2025)
$17.0 million
Recordkeeper
FidelityEarlier: Empower (2014–2015), J.P. Morgan (2009–2012)
Plan administrator
Governance Committee
612 E. Lamar BLVD Suite 900
Arlington, TX 76011
(682) 236-7232As filed for 2025
In effect since
May 1, 1984
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
2025276$17.0 millionFidelity
2024318$18.7 millionFidelity
2023370$21.4 millionFidelity
2022413$22.4 millionFidelity
2021448$28.2 millionFidelity
2020478$28.7 millionFidelity
2019523$30.2 millionFidelity
2018563$29.3 millionFidelity
2017597$32.3 millionFidelity
2016653$32.7 millionFidelity
2015729$35.5 millionEmpower
2014770$37.0 millionEmpower
2013830$38.8 millionnot listed
2012896$37.2 millionJ.P. Morgan
20111,077$36.2 millionJ.P. Morgan
20101,043$39.6 millionJ.P. Morgan
20091,144$38.5 millionJ.P. Morgan

Medicaledge Healthcare Group PA 401(k) Plan

401(k)MergedUnion (multiemployer)

Merged. In 2016 its assets moved to the Medsynergies North Texas, Inc. 401(k) Plan, sponsored by Medsynergies North Texas, Inc. (EIN 75-2682287, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
014Employer EIN 75-2702388
Participants (2015)
1
Net assets (2015)
$2,157
Recordkeeper
Empower2010–2015
Plan administrator
The People & Culture Committee
612 East Lamar BLVD Suite # 400
Arlington, TX 76011
(682) 236-7232As filed for 2016
In effect since
February 15, 2010

Plans merged into this one: Medsynergies North Texas, Inc. 401(k) Plan (2014).

Year by year, 2010 to 2016
Plan yearParticipantsNet assetsRecordkeeper
20160$0not listed
20151$2,157Empower
2014292$6.3 millionEmpower
2013785$36.3 millionEmpower
20121,617$33.9 millionEmpower
20112,314$33.6 millionEmpower
20102,668$40.7 millionEmpower

Frozen PHS & HMHS 403(b) Annuity Plan

403(b)Merged

Merged. In 2013 its assets moved to the Bright Horizons 401(k) Plan, sponsored by Bright Horizons Children'S Centers LLC (EIN 04-2949680, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
006Employer EIN 75-2702388
Participants (2013)
2,056
Net assets (2013)
$88.2 million
Recordkeeper
TransamericaEarlier: J.P. Morgan (2009–2011)
Plan administrator
The People and Culture Committee
612 East Lamar BLVD
Arlington, TX 76011
(682) 236-7232As filed for 2013
In effect since
January 1, 1991

Earlier plan names: Frozen PHS & HMHS 403(b) Plan.

Year by year, 2009 to 2013
Plan yearParticipantsNet assetsRecordkeeper
20132,056$88.2 millionnot listed
20122,219$85.8 millionTransamerica
20112,434$87.1 millionJ.P. Morgan
20102,603$95.3 millionJ.P. Morgan
20092,816$93.6 millionJ.P. Morgan

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Texas Health 401(k) 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.
  2. Or call the plan administrator listed on the plan below ((682) 236-7232). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. 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

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

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