Other · DOL Form 5500 · 2022
Lionheart Children's Academy Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 259
- Participants Below avg headcount
- 26th
- Percentile by assets National rank
- $4,084
- Avg per participant Low balance/head
Official DOL plan name: Lionheart Children's Academy 403(b) Retirement Plan · Sponsored by Lionheart Children's Academy · Texas · Other Services
$1M in assets, 259 participants
Lionheart Children's Academy's Lionheart Children's Academy 403(b) Retirement Plan reported $1M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 26th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,122 in Other Services (8,398 peers)
Coverage in Texas
Lionheart Children's Academy 403(b) Retirement Plan covers 259 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $1M.
- #4,122
- in Other Services (8,398 peers)
- -4.9%
- assets change YoY
The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lionheart Children's Academy 403(b) Retirement Plan among the smaller filed plans by assets
Lionheart Children's Academy 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,057,804 26th percentile higher than 26% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lionheart Children's Academy 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lionheart Children's Academy 403(b) Retirement Plan sits mid-pack in the medium band (259 participants).
DOL schedule card
Filing strip 464093705 · Lionheart Children's Academy PY 2022 · Other
Lionheart Children's Academy 403(b) Retirement Plan · $1M · 259 · 26th
- RANK $1M
- RANK 259
- RANK 26th
- RANK Other
- RANK near Southern Tier Independence Center, Inc. 403(b) Plan
- RANK ind #4122
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Texas →
Lionheart Children's Academy 403(b) Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$55K |
| Employer EIN | 464093705 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Lionheart Children's Academy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Southern Tier Independence Center, Inc. 403(b) Plan in NY ($1M); by covered participants it is Memorial Health Care Systems Tax Deferred Annuity Plan in NE (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.