Other · DOL Form 5500 · 2022
Lena Pope Home, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $77,200
- Avg per participant Below avg balance/head
Official DOL plan name: Lena Pope Home, Inc. Definded Contribution Plan · Sponsored by Lena Pope Home, Inc. · Texas · Healthcare & Social Assistance
$6M in assets, 83 participants
Lena Pope Home, Inc.'s Lena Pope Home, Inc. Definded Contribution Plan reported $6M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #12,353 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Lena Pope Home, Inc. Definded Contribution Plan pulled back noticeably 12.8% in 2022 ($7M → $6M) for 83 participants.
- #12,353
- in Healthcare & Social Assistance (20,060 peers)
- -12.8%
- assets change YoY
The plan reported a net loss of $945K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lena Pope Home, Inc. Definded Contribution Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lena Pope Home, Inc. Definded Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,407,566 Top 44% higher than 56% 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
Lena Pope Home, Inc. Definded Contribution Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lena Pope Home, Inc. Definded Contribution Plan is a small filing (83 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 756003583 · Lena Pope Home, Inc. PY 2022 · Other
Lena Pope Home, Inc. Definded Contribution Plan · $6M · 83 · 56th
- EBSA $6M
- EBSA 83
- EBSA 56th
- EBSA Other
- EBSA near College Association at Delhi, Inc. Retirement Plan
- EBSA ind #12353
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 →
Lena Pope Home, Inc. Definded Contribution Plan in the asset neighbourhood
Lena Pope Home, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Lena Pope Home, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 9.312022693172416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $6M |
| 2023 | 1 | 92 | $8M |
| 2024 | 1 | 101 | $7M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$945K |
| Employer EIN | 756003583 |
| Plan Effective Date | 2003-01-08 |
| 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
Lena Pope Home, Inc. Definded Contribution Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is College Association at Delhi, Inc. Retirement Plan in NY ($6M); by covered participants it is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 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.