IRA-Based
2022 plan-year IRA-Based DOL Form 5500

The Tax Sheltered Annuity Plan of Texas Children's Hospital

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Texas Children's · Texas · Healthcare & Social Assistance

What the 2023 filing shows

The Tax Sheltered Annuity Plan of Texas Children's Hospital holds $1.5B for 14,185 participants — about $104,002 per participant, down 13.5% over the 2022 plan year.

$1.5B
total plan assets (2022 EOY)
14,185
covered participants
$104,002
avg assets per participant
-13.5%
assets change YoY

The plan reported a net loss of $231M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1.5B
Participants
14,185
State
Industry
Healthcare & Social Assistance

What the Filing Says About The Tax Sheltered Annuity Plan of Texas Children's Hospital

The Tax Sheltered Annuity Plan of Texas Children's Hospital is a IRA-Based retirement plan sponsored by Texas Children's, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $1.5B in total end-of-year assets and covers 14,185 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 760461578, and the plan has been effective since 1993-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.7B at the beginning of 2022 to $1.5B at year-end — a decline of 13.5%. Net assets (after liabilities) closed the year at $1.5B, with reported net income of $-231,209,522 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1.7B
Total Assets (End of Year)$1.5B
Net Assets (End of Year)$1.5B
Net Income$-231,209,522
Plan TypeIRA-Based
Employer EIN760461578
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Children's)

Year Plans Participants Total Assets
2022 2 25,044 $2.0B
2023 2 27,584 $2.5B
2024 1 16,971 $2.1B

Nearby IRA-Based Plans in Texas

Peer IRA-Based plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the The Tax Sheltered Annuity Plan of Texas Children's Hospital?
As of the 2022 Form 5500 filing, The Tax Sheltered Annuity Plan of Texas Children's Hospital holds $1.5B in total assets with 14,185 participants. It is sponsored by Texas Children's.
What type of plan is The Tax Sheltered Annuity Plan of Texas Children's Hospital?
The Tax Sheltered Annuity Plan of Texas Children's Hospital is a IRA-Based plan. It has been effective since 1993-08-01. The plan is filed with the U.S. Department of Labor under EIN 760461578.
Who sponsors the The Tax Sheltered Annuity Plan of Texas Children's Hospital?
The Tax Sheltered Annuity Plan of Texas Children's Hospital is sponsored by Texas Children's, located in Texas. The sponsor's EIN is 760461578 and the plan operates in the Healthcare & Social Assistance industry.
How did The Tax Sheltered Annuity Plan of Texas Children's Hospital perform in 2022?
The Tax Sheltered Annuity Plan of Texas Children's Hospital declined by 13.5% during 2022, moving from $1.7B to $1.5B in total assets. Net income was $-231,209,522.
Where can I find official filings for The Tax Sheltered Annuity Plan of Texas Children's Hospital?
Official Form 5500 filings for The Tax Sheltered Annuity Plan of Texas Children's Hospital are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 760461578 or plan name at efast.dol.gov.
How does The Tax Sheltered Annuity Plan of Texas Children's Hospital compare to other plans?
You can compare The Tax Sheltered Annuity Plan of Texas Children's Hospital against other IRA-Based plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 760461578.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.