401(k) · DOL Form 5500 · 2022
Lone Star Circle of Care 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 701
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $30,397
- Avg per participant Low balance/head
Official DOL plan name: Lone Star Circle of Care 403(b) Employees' Retirement Plan · Sponsored by Lone Star Circle of Care · Texas · Healthcare & Social Assistance
$21M in assets, 701 participants
Lone Star Circle of Care's Lone Star Circle of Care 403(b) Employees' Retirement Plan reported $21M in total assets and 701 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #16,370 in Healthcare & Social Assistance (20,060 peers)
Where Lone Star Circle of Care 403(b) Employees' Retirement Plan sits by assets
Lone Star Circle of Care 403(b) Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 701 participants (~$30,397/participant), down 15.5% in 2022.
- #16,370
- in Healthcare & Social Assistance (20,060 peers)
- -15.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lone Star Circle of Care 403(b) Employees' Retirement Plan's outsized position by total assets
Lone Star Circle of Care 403(b) Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,308,632 Top 22% higher than 78% 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
Lone Star Circle of Care 403(b) Employees' 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. Lone Star Circle of Care 403(b) Employees' Retirement Plan sits mid-pack in the medium band (701 participants).
Published 5500 schedule card
Filing strip 743001674 · Lone Star Circle of Care PY 2022 · 401(k)
Lone Star Circle of Care 403(b) Employees' Retirement Plan · $21M · 701 · 78th
- PHOTO $21M
- PHOTO 701
- PHOTO 78th
- PHOTO 401(k)
- PHOTO near International Council of Shopping Centers Savings and Investment Plan
- PHOTO ind #16370
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Lone Star Circle of Care 403(b) Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 743001674 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lone Star Circle of Care)
Sponsor-wide plan assets over time
All Lone Star Circle of Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 38.176819610005936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 701 | $21M |
| 2023 | 1 | 676 | $26M |
| 2024 | 1 | 692 | $29M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Lone Star Circle of Care 403(b) Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is International Council of Shopping Centers Savings and Investment Plan in NY ($21M); by covered participants it is Salo, LLC 401(k) Plan in MN (701 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (701 participants); asset peers above are excluded.
- Salo, LLC 401(k) Plan (MN) 701 · 0 off
- Tenaska Retirement Plan (NE) 701 · 0 off
- Transwood Employees' Retirement Plan (NE) 701 · 0 off
- Family & Nursing Care, Inc. 401(k) Plan (MD) 701 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.