Other · DOL Form 5500 · 2022

Lifegift Organ Donation Center Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
365
Participants Below avg headcount
76th
Percentile by assets National rank
$51,753
Avg per participant Low balance/head
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Official DOL plan name: Lifegift Organ Donation Center Tax Sheltered Annuity Plan · Sponsored by Lifegift Organ Donation Center · Texas · Healthcare & Social Assistance

$19M in assets, 365 participants

Lifegift Organ Donation Center's Lifegift Organ Donation Center Tax Sheltered Annuity Plan reported $19M in total assets and 365 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,085 in Healthcare & Social Assistance (20,060 peers)

Where Lifegift Organ Donation Center Tax Sheltered Annuity Plan sits by assets

Lifegift Organ Donation Center Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $19M for 365 participants (~$51,753/participant), down 8.9% in 2022.

#16,085
in Healthcare & Social Assistance (20,060 peers)
-8.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lifegift Organ Donation Center Tax Sheltered Annuity Plan's outsized position by total assets

Lifegift Organ Donation Center Tax Sheltered Annuity Plan vs every filed plan by assets

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

$18,889,762 Top 24% higher than 76% 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

Lifegift Organ Donation Center Tax Sheltered Annuity 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. Lifegift Organ Donation Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (365 participants).

Plan-year Form 5500 strip

Filing strip 760231238 · Lifegift Organ Donation Center PY 2022 · Other

Lifegift Organ Donation Center Tax Sheltered Annuity Plan · $19M · 365 · 76th

  • PHOTO $19M
  • IND 365
  • EOY 76th
  • 5500 Other
  • ASSETS near Community Options, Inc. 403(b) Custodial Account Plan
  • PCT ind #16085

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 →

Lifegift Organ Donation Center Tax Sheltered Annuity Plan in the asset neighbourhood

Joseph Kushner Hebrew Academy 403(b) DC PlanJoseph Kushner Hebrew Academ…$19MGerman School DC Retirement PlanGerman School DC Retirement …$19MLifegift Organ Donation Center Tax Sheltered Annuity PlanLifegift Organ Donation Cent…$19MCommunity Options, Inc. 403(b) Custodial Account PlanCommunity Options, Inc. 403(…$19MThe Independence School, Inc. 403(b) PlanThe Independence School, Inc…$19M
End-of-year total assets ($M) among Lifegift Organ Donation Center Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN760231238
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifegift Organ Donation Center)

Sponsor-wide plan assets over time

All Lifegift Organ Donation Center plans reported in each filing year

Latest sponsor-wide plan assets
$44M 63.99716597734061% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27.1M $44.4M ▲ +64.0%
Year Plans Participants Total Assets
2022 2 723 $27M
2023 2 694 $36M
2024 2 861 $44M

Nearby Other Plans in Texas

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

Lifegift Organ Donation Center Tax Sheltered Annuity Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Lifegift Organ Donation Center Tax Sheltered Annuity Plan, Total assets ($B): 0.018889762 · Participants: 365Lifegift Organ Donation Center Tax Sheltered Annuity 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
Lifegift Organ Donation Center Tax Sheltered Annuity Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Lifegift Organ Donation Center Tax Sheltered Annuity Plan side-by-side with 3 peers →

Lifegift Organ Donation Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Community Options, Inc. 403(b) Custodial Account Plan in NJ ($19M); by covered participants it is Greenwich Country Day School Defined Contribution Plan in CT (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Lifegift Organ Donation Center Tax Sheltered Annuity Plan assets move in 2022? ▼
Lifegift Organ Donation Center Tax Sheltered Annuity Plan pulled back noticeably - down 8.9% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Lifegift Organ Donation Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifegift Organ Donation Center's sponsor-wide assets grew 64.0%, from $27M to $44M.
Where does Lifegift Organ Donation Center Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Lifegift Organ Donation Center Tax Sheltered Annuity Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lifegift Organ Donation Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Community Options, Inc. 403(b) Custodial Account Plan in NJ ($19M, 5,065 participants).
Which Other plans cover a similar participant headcount to Lifegift Organ Donation Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Greenwich Country Day School Defined Contribution Plan in CT (365 participants, $100M 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 760231238.

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.