Other · DOL Form 5500 · 2022

Serenity Foundation of Texas Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
125
Participants Small participant base
28th
Percentile by assets National rank
$10,340
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Serenity Foundation of Texas Employees Retirement Plan · Sponsored by Serenity Foundation of Texas · Texas · Healthcare & Social Assistance

$1M in assets, 125 participants

Serenity Foundation of Texas's Serenity Foundation of Texas Employees Retirement Plan reported $1M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,226 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Serenity Foundation of Texas Employees Retirement Plan covers 125 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $1M.

#5,226
in Healthcare & Social Assistance (20,060 peers)
-14.6%
assets change YoY

The plan reported a net loss of $222K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Serenity Foundation of Texas Employees Retirement Plan among the smaller filed plans by assets

Serenity Foundation of Texas Employees Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,292,551 28th percentile higher than 28% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Serenity Foundation of Texas 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. Serenity Foundation of Texas Employees Retirement Plan sits mid-pack in the medium band (125 participants).

Form 5500 schedule snapshot

Filing strip 751571205 · Serenity Foundation of Texas PY 2022 · Other

Serenity Foundation of Texas Employees Retirement Plan · $1M · 125 · 28th

  • PCT $1M
  • PCT 125
  • PCT 28th
  • PCT Other
  • PCT near The Fedcap Group, Inc. Defined Contribution Plan for Staff
  • PCT ind #5226

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 →

Serenity Foundation of Texas Employees Retirement Plan in the asset neighbourhood

Serenity Foundation of Texas Employees Retirement PlanSerenity Foundation of Texas…$1MThe Fedcap Group, Inc. Defined Contribution Plan for StaffThe Fedcap Group, Inc. Defin…$1MBerks Counseling Center, Inc. 403(b) Retirement PlanBerks Counseling Center, Inc…$1MPathways to Housing DC 403(b) Retirement PlanPathways to Housing DC 403(b…$1M403(b) Thrift Plan for the the Pennsylvania Society for Prevention of Cruel403(b) Thrift Plan for the t…$1M
End-of-year total assets ($M) among Serenity Foundation of Texas Employees Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$222K
Employer EIN751571205
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Serenity Foundation of Texas Employees Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Serenity Foundation of Texas Employees Retirement Plan, Total assets ($B): 0.001292551 · Participants: 125Serenity Foundation of Texas Employees Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Serenity Foundation of Texas Employees Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Serenity Foundation of Texas Employees Retirement Plan side-by-side with 3 peers →

Serenity Foundation of Texas Employees Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is The Fedcap Group, Inc. Defined Contribution Plan for Staff in NY ($1M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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.

Frequently Asked Questions

How did Serenity Foundation of Texas Employees Retirement Plan assets move in 2022? ▼
Serenity Foundation of Texas Employees Retirement Plan pulled back noticeably - down 14.6% during 2022, from $2M to $1M. Reported net income was -$222K.
Which Other plans are similar in size to Serenity Foundation of Texas Employees Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Fedcap Group, Inc. Defined Contribution Plan for Staff in NY ($1M, 39 participants).
Which Other plans cover a similar participant headcount to Serenity Foundation of Texas Employees Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants, $6M in assets).

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 751571205.

Read our methodology - how this data is sourced, computed, and verified.

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