2023 Form 5500 filing — H-E-B Savings & Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011103237NAL0021676913001) for H-E-B Savings & Retirement Plan, reported by H. E. Butt Grocery Company under EIN 74-0537175 and plan number 001. It reports 106,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103237NAL0021676913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H. E. Butt Grocery Company
- EIN
- 74-0537175
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 106,203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,815,264,922
- Total liabilities (EOY)
- $2,384,706
- Net assets (EOY)
- $3,812,880,216
- Employer contributions
- $129,103,523
- Participant contributions
- $228,889,360
- Total income / additions
- $827,664,228
- Benefits paid
- $265,261,989
- Administrative expenses
- $5,676,956
- Total expenses
- $270,938,945
- Net increase / (decrease)
- $556,725,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conduent Hr Services, LLC | NONE | $2,940,324 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $885,799 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $642,827 | not reported in the loaded dataset |
| Matterhorn Investment Management Ll | NONE | $411,535 | not reported in the loaded dataset |
| Hs Management Partners, LLC | NONE | $289,496 | not reported in the loaded dataset |
| Hoisington Investment Management Co | NONE | $260,666 | not reported in the loaded dataset |
| Reams Asset Management | NONE | $150,889 | not reported in the loaded dataset |
| Ernst & Young | NONE | $95,420 | not reported in the loaded dataset |