Employer · plans filed under one EIN
H.e.butt Grocery Company
San Antonio, TX · Retail trade
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under H.e.butt Grocery Company's employer identification number (San Antonio, Texas). Their latest filings total 249,441 participant records and $5.89B in net assets.
The largest is H-E-B Partner Stock Plan, a profit-sharing plan with 126,964 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $270M and participant contributions $246M in the latest plan years; benefits paid were $380M. Schedule C compensation reported to service provider organisations totalled $3.8M.
Combined net assets moved from $1.30B in 2009 to $5.89B in 2024 (up 354%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| H-E-B Partner Stock Plan | profit-sharing plan | 2024 | 126,964 | $1.56B | $12,308 | $1,186 | $0 |
| H-E-B Savings & Retirement Plan | 401(k) plan | 2024 | 122,477 | $4.33B | $35,357 | $1,247 | $3.8M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 249,441 | $5.89B | $270M | $246M |
| 2023 | 2 | 232,458 | $5.13B | $254M | $229M |
| 2022 | 2 | 216,264 | $4.30B | $226M | $209M |
| 2021 | 2 | 174,301 | $4.59B | $239M | $200M |
| 2020 | 2 | 164,232 | $3.80B | $247M | $177M |
| 2019 | 2 | 150,066 | $3.36B | $160M | $154M |
| 2018 | 2 | 139,713 | $2.72B | $150M | $139M |
| 2017 | 2 | 126,929 | $2.72B | $129M | $123M |
| 2016 | 2 | 119,312 | $2.36B | $119M | $113M |
| 2015 | 2 | 112,781 | $2.13B | $56.0M | $100M |
| 2014 | 1 | 60,571 | $2.06B | $52.1M | $92.0M |
| 2013 | 1 | 62,265 | $1.94B | $47.8M | $84.0M |
| 2012 | 1 | 58,043 | $1.71B | $44.4M | $77.7M |
| 2011 | 1 | 54,791 | $1.55B | $40.9M | $71.5M |
| 2010 | 1 | 51,714 | $1.48B | $38.0M | $66.3M |
| 2009 | 1 | 50,671 | $1.30B | $34.9M | $62.0M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Conduent HR Services, LLC | Recordkeeping and information management | 1 | $2,915,222 |
| HS Management Partners, LLC | Investment management | 1 | $212,714 |
| WCM Investment Management | Investment management | 1 | $182,692 |
| State Street Global Advisors | Investment management | 1 | $165,008 |
| Hoisington | Investment management | 1 | $145,546 |
| Reams Asset Management | Investment management | 1 | $102,898 |
| Ernst & Young | Accounting (including auditing) | 1 | $93,298 |
| The Northern Trust Company | Investment management | 1 | $31,900 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does H.e.butt Grocery Company have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: H-E-B Partner Stock Plan and H-E-B Savings & Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does H.e.butt Grocery Company contribute to its plans?
$270,091,766 in employer contributions across these plans in their latest plan years, about $1,217 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Conduent HR Services, LLC, HS Management Partners, LLC, WCM Investment Management and State Street Global Advisors and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.