H-E-B Savings & Retirement Plan — Form 5500 plan (H. E. Butt Grocery Company)
Plain-English plan 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, H-E-B Savings & Retirement Plan is a benefit plan reported by H. E. Butt Grocery Company under EIN 74-0537175 and plan number 001. The latest loaded filing year is 2023. The filing reports 106,203 participants and $3,815,264,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H. E. Butt Grocery Company
- EIN
- 74-0537175
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 106,203
- End-of-year plan assets
- $3,815,264,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106,203 | H, C | 20241011103237NAL0021676913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,815,264,922
- Total liabilities (EOY)
- $2,384,706
- Net assets (EOY)
- $3,812,880,216
- Net assets (BOY)
- $3,256,154,933
Income & contributions
- Employer contributions
- $129,103,523
- Participant contributions
- $228,889,360
- Total contributions
- $357,992,883
- Total income / additions
- $827,664,228
Expenses & distributions
- Benefits paid
- $265,261,989
- Administrative expenses
- $5,676,956
- Total expenses
- $270,938,945
- Net increase / (decrease)
- $556,725,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conduent Hr Services, LLC | NONE | $2,940,324 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $885,799 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management | NONE | $642,827 | not reported in the loaded dataset | 2023 |
| Matterhorn Investment Management Ll | NONE | $411,535 | not reported in the loaded dataset | 2023 |
| Hs Management Partners, LLC | NONE | $289,496 | not reported in the loaded dataset | 2023 |
| Hoisington Investment Management Co | NONE | $260,666 | not reported in the loaded dataset | 2023 |
| Reams Asset Management | NONE | $150,889 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $95,420 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H. E. Butt Grocery Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Conduent Hr Services, LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Matterhorn Investment Management Ll — Schedule C compensation
- Hs Management Partners, LLC — Schedule C compensation
- Hoisington Investment Management Co — Schedule C compensation
- Reams Asset Management — Schedule C compensation
- Ernst & Young — Schedule C compensation