Texas Heart Institute
Plan context: Texas Heart Institute Section 403B Plan
EIN 74-6053200 • Houston, TX • 98 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
255
2024 Assets
$24,333,821
2024 Contributions
$2,091,174
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 255 | $24,333,821 | $2,091,174 | $8,201iApproximate average salary by contribution assumption: employee only about $205,017 at 4% or $136,678 at 6%; with 50% employer match about $136,678 at 4% or $91,119 at 6%; with 100% employer match about $102,509 at 4% or $68,339 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 255 | $24,333,821 | $2,091,174 | $8,201iApproximate average salary by contribution assumption: employee only about $205,017 at 4% or $136,678 at 6%; with 50% employer match about $136,678 at 4% or $91,119 at 6%; with 100% employer match about $102,509 at 4% or $68,339 at 6%. |
| Texas Heart Institute Health and Welfare Plan | - | 224 | - | - | - |
| 2023 | 3 | 230 | $28,761,326 | $1,745,964 | $7,591iApproximate average salary by contribution assumption: employee only about $189,779 at 4% or $126,519 at 6%; with 50% employer match about $126,519 at 4% or $84,346 at 6%; with 100% employer match about $94,889 at 4% or $63,260 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 195 | $21,233,348 | $1,535,964 | $7,877iApproximate average salary by contribution assumption: employee only about $196,918 at 4% or $131,279 at 6%; with 50% employer match about $131,279 at 4% or $87,519 at 6%; with 100% employer match about $98,459 at 4% or $65,639 at 6%. |
| Texas Heart Institute Retirement Plan | - | 58 | $7,527,978 | $210,000 | $3,621iApproximate average salary by contribution assumption: employee only about $90,517 at 4% or $60,345 at 6%; with 50% employer match about $60,345 at 4% or $40,230 at 6%; with 100% employer match about $45,259 at 4% or $30,172 at 6%. |
| Texas Heart Institute Health and Welfare Plan | - | 230 | - | - | - |
| 2022 | 3 | 246 | $25,746,331 | $1,710,087 | $6,952iApproximate average salary by contribution assumption: employee only about $173,789 at 4% or $115,860 at 6%; with 50% employer match about $115,860 at 4% or $77,240 at 6%; with 100% employer match about $86,895 at 4% or $57,930 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 200 | $19,299,869 | $1,545,087 | $7,725iApproximate average salary by contribution assumption: employee only about $193,136 at 4% or $128,757 at 6%; with 50% employer match about $128,757 at 4% or $85,838 at 6%; with 100% employer match about $96,568 at 4% or $64,379 at 6%. |
| Texas Heart Institute Retirement Plan | - | 61 | $6,446,462 | $165,000 | $2,705iApproximate average salary by contribution assumption: employee only about $67,623 at 4% or $45,082 at 6%; with 50% employer match about $45,082 at 4% or $30,055 at 6%; with 100% employer match about $33,811 at 4% or $22,541 at 6%. |
| Texas Heart Institute Health and Welfare Plan | - | 246 | - | - | - |
| 2021 | 3 | 221 | $28,861,425 | $1,560,153 | $7,060iApproximate average salary by contribution assumption: employee only about $176,488 at 4% or $117,659 at 6%; with 50% employer match about $117,659 at 4% or $78,439 at 6%; with 100% employer match about $88,244 at 4% or $58,829 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 184 | $21,915,721 | $1,380,153 | $7,501iApproximate average salary by contribution assumption: employee only about $187,521 at 4% or $125,014 at 6%; with 50% employer match about $125,014 at 4% or $83,343 at 6%; with 100% employer match about $93,760 at 4% or $62,507 at 6%. |
| Texas Heart Institute Retirement Plan | - | 71 | $6,945,704 | $180,000 | $2,535iApproximate average salary by contribution assumption: employee only about $63,380 at 4% or $42,254 at 6%; with 50% employer match about $42,254 at 4% or $28,169 at 6%; with 100% employer match about $31,690 at 4% or $21,127 at 6%. |
| Texas Heart Institute Health and Welfare Plan | - | 221 | - | - | - |
| 2020 | 3 | 207 | $27,347,820 | $1,408,122 | $6,803iApproximate average salary by contribution assumption: employee only about $170,063 at 4% or $113,375 at 6%; with 50% employer match about $113,375 at 4% or $75,584 at 6%; with 100% employer match about $85,032 at 4% or $56,688 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 207 | $18,776,009 | $1,258,122 | $6,078iApproximate average salary by contribution assumption: employee only about $151,947 at 4% or $101,298 at 6%; with 50% employer match about $101,298 at 4% or $67,532 at 6%; with 100% employer match about $75,974 at 4% or $50,649 at 6%. |
| Texas Heart Institute Retirement Plan | - | 73 | $8,571,811 | $150,000 | $2,055iApproximate average salary by contribution assumption: employee only about $51,370 at 4% or $34,247 at 6%; with 50% employer match about $34,247 at 4% or $22,831 at 6%; with 100% employer match about $25,685 at 4% or $17,123 at 6%. |
| Texas Heart Institute Health and Welfare Plan | - | 127 | - | - | - |
| 2019 | 3 | 181 | $24,061,243 | $1,521,408 | $8,406iApproximate average salary by contribution assumption: employee only about $210,139 at 4% or $140,093 at 6%; with 50% employer match about $140,093 at 4% or $93,395 at 6%; with 100% employer match about $105,070 at 4% or $70,046 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 181 | $16,051,178 | $1,371,408 | $7,577iApproximate average salary by contribution assumption: employee only about $189,421 at 4% or $126,281 at 6%; with 50% employer match about $126,281 at 4% or $84,187 at 6%; with 100% employer match about $94,710 at 4% or $63,140 at 6%. |
| Texas Heart Institute Retirement Plan | - | 75 | $8,010,065 | $150,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Texas Heart Institute Health and Welfare Plan | - | 129 | - | - | - |
| 2018 | 3 | 207 | $22,996,270 | $1,368,613 | $6,612iApproximate average salary by contribution assumption: employee only about $165,291 at 4% or $110,194 at 6%; with 50% employer match about $110,194 at 4% or $73,463 at 6%; with 100% employer match about $82,646 at 4% or $55,097 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 207 | $15,127,465 | $1,176,113 | $5,682iApproximate average salary by contribution assumption: employee only about $142,043 at 4% or $94,695 at 6%; with 50% employer match about $94,695 at 4% or $63,130 at 6%; with 100% employer match about $71,021 at 4% or $47,348 at 6%. |
| Texas Heart Institute Retirement Plan | - | 81 | $7,868,805 | $192,500 | $2,377iApproximate average salary by contribution assumption: employee only about $59,414 at 4% or $39,609 at 6%; with 50% employer match about $39,609 at 4% or $26,406 at 6%; with 100% employer match about $29,707 at 4% or $19,805 at 6%. |
| Texas Heart Institute Health and Welfare Plan | - | 146 | - | - | - |
| 2017 | 3 | 235 | $26,844,295 | $1,782,605 | $7,586iApproximate average salary by contribution assumption: employee only about $189,639 at 4% or $126,426 at 6%; with 50% employer match about $126,426 at 4% or $84,284 at 6%; with 100% employer match about $94,819 at 4% or $63,213 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 221 | $17,877,897 | $1,445,105 | $6,539iApproximate average salary by contribution assumption: employee only about $163,473 at 4% or $108,982 at 6%; with 50% employer match about $108,982 at 4% or $72,655 at 6%; with 100% employer match about $81,737 at 4% or $54,491 at 6%. |
| Texas Heart Institute Retirement Plan | - | 99 | $8,966,398 | $337,500 | $3,409iApproximate average salary by contribution assumption: employee only about $85,227 at 4% or $56,818 at 6%; with 50% employer match about $56,818 at 4% or $37,879 at 6%; with 100% employer match about $42,614 at 4% or $28,409 at 6%. |
| Texas Heart Institute Health and Welfare Plan | - | 235 | - | - | - |
| 2016 | 3 | 211 | $27,339,897 | $1,634,600 | $7,747iApproximate average salary by contribution assumption: employee only about $193,673 at 4% or $129,115 at 6%; with 50% employer match about $129,115 at 4% or $86,077 at 6%; with 100% employer match about $96,836 at 4% or $64,558 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 211 | $15,963,145 | $1,434,600 | $6,799iApproximate average salary by contribution assumption: employee only about $169,976 at 4% or $113,318 at 6%; with 50% employer match about $113,318 at 4% or $75,545 at 6%; with 100% employer match about $84,988 at 4% or $56,659 at 6%. |
| Texas Heart Institute Retirement Plan | - | 121 | $11,376,752 | $200,000 | $1,653iApproximate average salary by contribution assumption: employee only about $41,322 at 4% or $27,548 at 6%; with 50% employer match about $27,548 at 4% or $18,365 at 6%; with 100% employer match about $20,661 at 4% or $13,774 at 6%. |
| Texas Heart Institute Health and Welfare Plan | - | 184 | - | - | - |
| 2015 | 5 | 237 | $25,861,231 | $1,354,914 | $5,717iApproximate average salary by contribution assumption: employee only about $142,923 at 4% or $95,282 at 6%; with 50% employer match about $95,282 at 4% or $63,522 at 6%; with 100% employer match about $71,462 at 4% or $47,641 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 237 | $14,777,900 | $1,204,914 | $5,084iApproximate average salary by contribution assumption: employee only about $127,101 at 4% or $84,734 at 6%; with 50% employer match about $84,734 at 4% or $56,489 at 6%; with 100% employer match about $63,550 at 4% or $42,367 at 6%. |
| Texas Heart Institute Retirement Plan | - | 138 | $11,083,331 | $150,000 | $1,087iApproximate average salary by contribution assumption: employee only about $27,174 at 4% or $18,116 at 6%; with 50% employer match about $18,116 at 4% or $12,077 at 6%; with 100% employer match about $13,587 at 4% or $9,058 at 6%. |
| Texas Heart Institute Medical Reimbursement Program | - | 54 | - | - | - |
| Texas Heart Institute Medical, Dental and Life Plan | - | 0 | - | - | - |
| Texas Heart Institute Disability Plan | - | 0 | - | - | - |
| 2014 | 4 | 244 | $25,930,280 | $1,741,821 | $7,139iApproximate average salary by contribution assumption: employee only about $178,465 at 4% or $118,977 at 6%; with 50% employer match about $118,977 at 4% or $79,318 at 6%; with 100% employer match about $89,233 at 4% or $59,488 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 244 | $15,451,381 | $1,299,321 | $5,325iApproximate average salary by contribution assumption: employee only about $133,127 at 4% or $88,751 at 6%; with 50% employer match about $88,751 at 4% or $59,168 at 6%; with 100% employer match about $66,564 at 4% or $44,376 at 6%. |
| Texas Heart Institute Retirement Plan | - | 158 | $10,478,899 | $442,500 | $2,801iApproximate average salary by contribution assumption: employee only about $70,016 at 4% or $46,677 at 6%; with 50% employer match about $46,677 at 4% or $31,118 at 6%; with 100% employer match about $35,008 at 4% or $23,339 at 6%. |
| Texas Heart Institute Disability Plan | - | 167 | - | - | - |
| Texas Heart Institute Medical, Dental and Life Plan | - | 215 | - | - | - |
| 2013 | 4 | 246 | $29,596,486 | $3,315,711 | $13,479iApproximate average salary by contribution assumption: employee only about $336,963 at 4% or $224,642 at 6%; with 50% employer match about $224,642 at 4% or $149,761 at 6%; with 100% employer match about $168,481 at 4% or $112,321 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 246 | $15,379,603 | $1,415,711 | $5,755iApproximate average salary by contribution assumption: employee only about $143,873 at 4% or $95,915 at 6%; with 50% employer match about $95,915 at 4% or $63,944 at 6%; with 100% employer match about $71,937 at 4% or $47,958 at 6%. |
| Texas Heart Institute Retirement Plan | - | 150 | $14,216,883 | $1,900,000 | $12,667iApproximate average salary by contribution assumption: employee only about $316,667 at 4% or $211,111 at 6%; with 50% employer match about $211,111 at 4% or $140,741 at 6%; with 100% employer match about $158,333 at 4% or $105,556 at 6%. |
| Texas Heart Institute Disability Plan | - | 164 | - | - | - |
| Texas Heart Institute Medical, Dental and Life Plan | - | 211 | - | - | - |
| 2012 | 4 | 269 | $23,943,106 | $2,513,268 | $9,343iApproximate average salary by contribution assumption: employee only about $233,575 at 4% or $155,717 at 6%; with 50% employer match about $155,717 at 4% or $103,811 at 6%; with 100% employer match about $116,788 at 4% or $77,858 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 269 | $12,167,339 | $1,373,268 | $5,105iApproximate average salary by contribution assumption: employee only about $127,627 at 4% or $85,085 at 6%; with 50% employer match about $85,085 at 4% or $56,723 at 6%; with 100% employer match about $63,814 at 4% or $42,542 at 6%. |
| Texas Heart Institute Retirement Plan | - | 158 | $11,775,767 | $1,140,000 | $7,215iApproximate average salary by contribution assumption: employee only about $180,380 at 4% or $120,253 at 6%; with 50% employer match about $120,253 at 4% or $80,169 at 6%; with 100% employer match about $90,190 at 4% or $60,127 at 6%. |
| Texas Heart Institute Disability Plan | - | 189 | - | - | - |
| Texas Heart Institute Medical, Dental and Life Plan | - | 216 | - | - | - |
| 2011 | 2 | 277 | $20,876,104 | $2,596,125 | $9,372iApproximate average salary by contribution assumption: employee only about $234,307 at 4% or $156,205 at 6%; with 50% employer match about $156,205 at 4% or $104,137 at 6%; with 100% employer match about $117,154 at 4% or $78,102 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 277 | $10,592,359 | $1,456,125 | $5,257iApproximate average salary by contribution assumption: employee only about $131,419 at 4% or $87,613 at 6%; with 50% employer match about $87,613 at 4% or $58,409 at 6%; with 100% employer match about $65,710 at 4% or $43,806 at 6%. |
| Texas Heart Institute Retirement Plan | - | 153 | $10,283,745 | $1,140,000 | $7,451iApproximate average salary by contribution assumption: employee only about $186,275 at 4% or $124,183 at 6%; with 50% employer match about $124,183 at 4% or $82,789 at 6%; with 100% employer match about $93,137 at 4% or $62,092 at 6%. |
| 2010 | 7 | 345 | $17,744,976 | $2,282,789 | $6,617iApproximate average salary by contribution assumption: employee only about $165,419 at 4% or $110,280 at 6%; with 50% employer match about $110,280 at 4% or $73,520 at 6%; with 100% employer match about $82,710 at 4% or $55,140 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 267 | $9,477,164 | $1,337,789 | $5,010iApproximate average salary by contribution assumption: employee only about $125,261 at 4% or $83,507 at 6%; with 50% employer match about $83,507 at 4% or $55,672 at 6%; with 100% employer match about $62,631 at 4% or $41,754 at 6%. |
| Texas Heart Institute Retirement Plan | - | 179 | $8,267,812 | $945,000 | $5,279iApproximate average salary by contribution assumption: employee only about $131,983 at 4% or $87,989 at 6%; with 50% employer match about $87,989 at 4% or $58,659 at 6%; with 100% employer match about $65,992 at 4% or $43,994 at 6%. |
| Texas Heart Institute Medical, Dental and Life Plan | - | 190 | - | - | - |
| Texas Heart Institute Disability Plan | - | 345 | - | - | - |
| Texas Heart Institute Medical Reimbursement Program | - | 54 | - | - | - |
| Texas Heart Institute Dependant Care Plan | - | 0 | - | - | - |
| TEXAS HEART INSTITUTE FLEXIBLE BENEFITS PLAN | - | 0 | - | - | - |
| 2009 | 7 | 246 | $15,042,652 | $1,742,148 | $7,082iApproximate average salary by contribution assumption: employee only about $177,048 at 4% or $118,032 at 6%; with 50% employer match about $118,032 at 4% or $78,688 at 6%; with 100% employer match about $88,524 at 4% or $59,016 at 6%. |
| Texas Heart Institute Retirement Plan | - | 147 | $7,602,539 | $602,200 | $4,097iApproximate average salary by contribution assumption: employee only about $102,415 at 4% or $68,277 at 6%; with 50% employer match about $68,277 at 4% or $45,518 at 6%; with 100% employer match about $51,207 at 4% or $34,138 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 246 | $7,440,113 | $1,139,948 | $4,634iApproximate average salary by contribution assumption: employee only about $115,848 at 4% or $77,232 at 6%; with 50% employer match about $77,232 at 4% or $51,488 at 6%; with 100% employer match about $57,924 at 4% or $38,616 at 6%. |
| TEXAS HEART INSTITUTE FLEXIBLE BENEFITS PLAN | - | 188 | - | - | - |
| Texas Heart Institute Dependant Care Plan | - | 4 | - | - | - |
| Texas Heart Institute Medical Reimbursement Program | - | 44 | - | - | - |
| Texas Heart Institute Medical, Dental and Life Plan | - | 185 | - | - | - |
| Texas Heart Institute Disability Plan | - | 119 | - | - | - |
| 2008 | 6 | 861 | $0 | $0 | - |
| Texas Heart Institute Section 403B Plan | - | 0 | - | - | - |
| Texas Heart Institute Medical Reimbursement Program | - | 34 | - | - | - |
| Texas Heart Institute Dependant Care Plan | - | 2 | - | - | - |
| TEXAS HEART INSTITUTE FLEXIBLE BENEFITS PLAN | - | 152 | - | - | - |
| Texas Heart Institute Disability Plan | - | 93 | - | - | - |
| Texas Heart Institute Medical, Dental and Life Plan | - | 861 | - | - | - |
| 2007 | 7 | 830 | $6,032,543 | $240,000 | $289iApproximate average salary by contribution assumption: employee only about $7,229 at 4% or $4,819 at 6%; with 50% employer match about $4,819 at 4% or $3,213 at 6%; with 100% employer match about $3,614 at 4% or $2,410 at 6%. |
| Texas Heart Institute Retirement Plan | - | 148 | $6,032,543 | $240,000 | $1,622iApproximate average salary by contribution assumption: employee only about $40,541 at 4% or $27,027 at 6%; with 50% employer match about $27,027 at 4% or $18,018 at 6%; with 100% employer match about $20,270 at 4% or $13,514 at 6%. |
| Texas Heart Institute Medical, Dental and Life Plan | - | 830 | - | - | - |
| Texas Heart Institute Disability Plan | - | 91 | - | - | - |
| Texas Heart Institute Medical Reimbursement Program | - | 29 | - | - | - |
| Texas Heart Institute Dependant Care Plan | - | 2 | - | - | - |
| TEXAS HEART INSTITUTE FLEXIBLE BENEFITS PLAN | - | 154 | - | - | - |
| Texas Heart Institute Section 403B Plan | - | 0 | - | - | - |
| 2006 | 7 | 840 | $0 | $0 | - |
| Texas Heart Institute Retirement Plan | - | 141 | - | - | - |
| Texas Heart Institute Section 403B Plan | - | 0 | - | - | - |
| TEXAS HEART INSTITUTE FLEXIBLE BENEFITS PLAN | - | 136 | - | - | - |
| Texas Heart Institute Dependant Care Plan | - | 4 | - | - | - |
| Texas Heart Institute Medical Reimbursement Program | - | 30 | - | - | - |
| Texas Heart Institute Disability Plan | - | 136 | - | - | - |
| Texas Heart Institute Medical, Dental and Life Plan | - | 840 | - | - | - |
| 2005 | 7 | 988 | $0 | $0 | - |
| Texas Heart Institute Retirement Plan | - | 150 | - | - | - |
| Texas Heart Institute Section 403B Plan | - | 0 | - | - | - |
| TEXAS HEART INSTITUTE FLEXIBLE BENEFITS PLAN | - | 159 | - | - | - |
| Texas Heart Institute Dependant Care Plan | - | 3 | - | - | - |
| Texas Heart Institute Medical Reimbursement Program | - | 39 | - | - | - |
| Texas Heart Institute Disability Plan | - | 91 | - | - | - |
| Texas Heart Institute Medical, Dental and Life Plan | - | 988 | - | - | - |
| 2004 | 2 | 156 | $0 | $0 | - |
| Texas Heart Institute Retirement Plan | - | 156 | - | - | - |
| Texas Heart Institute Section 403B Plan | - | 0 | - | - | - |
| 2003 | 2 | 123 | $0 | $0 | - |
| Texas Heart Institute Retirement Plan | - | 123 | - | - | - |
| Texas Heart Institute Section 403B Plan | - | 0 | - | - | - |
| 2002 | 2 | 121 | $0 | $0 | - |
| Texas Heart Institute Section 403B Plan | - | 0 | - | - | - |
| Texas Heart Institute Retirement Plan | - | 121 | - | - | - |
| 2001 | 2 | 115 | $3,300,655 | $460,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Texas Heart Institute Retirement Plan | - | 115 | $3,300,655 | $460,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 0 | - | - | - |
| 2000 | 2 | 120 | $0 | $0 | - |
| Texas Heart Institute Section 403B Plan | - | 45 | - | - | - |
| Texas Heart Institute Retirement Plan | - | 120 | - | - | - |
| 1999 | 2 | 124 | $3,123,664 | $345,000 | $2,782iApproximate average salary by contribution assumption: employee only about $69,556 at 4% or $46,371 at 6%; with 50% employer match about $46,371 at 4% or $30,914 at 6%; with 100% employer match about $34,778 at 4% or $23,185 at 6%. |
| Texas Heart Institute Retirement Plan | - | 124 | $3,123,664 | $345,000 | $2,782iApproximate average salary by contribution assumption: employee only about $69,556 at 4% or $46,371 at 6%; with 50% employer match about $46,371 at 4% or $30,914 at 6%; with 100% employer match about $34,778 at 4% or $23,185 at 6%. |
| Texas Heart Institute Section 403B Plan | - | 0 | - | - | - |