Other · DOL Form 5500 · 2022
Haven for Hope Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $36,263
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan Haven for Hope of Bexar Cnty · Sponsored by Haven for Hope · Texas · Healthcare & Social Assistance
$4M in assets, 115 participants
Haven for Hope's 403b Thrift Plan Haven for Hope of Bexar Cnty reported $4M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #10,428 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
403b Thrift Plan Haven for Hope of Bexar Cnty covers 115 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $4M.
- #10,428
- in Healthcare & Social Assistance (20,060 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $472K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403b Thrift Plan Haven for Hope of Bexar Cnty's mid-pack asset rank among Healthcare & Social Assistance and all filers
403b Thrift Plan Haven for Hope of Bexar Cnty vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,170,292 47th percentile higher than 47% 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
403b Thrift Plan Haven for Hope of Bexar Cnty 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. 403b Thrift Plan Haven for Hope of Bexar Cnty sits mid-pack in the medium band (115 participants).
EBSA filing schedule strip
Filing strip 208075412 · Haven for Hope PY 2022 · Other
403b Thrift Plan Haven for Hope of Bexar Cnty · $4M · 115 · 47th
- IND $4M
- IND 115
- IND 47th
- IND Other
- IND near Rochester University Retirement Benefits Plan
- IND ind #10428
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 →
403b Thrift Plan Haven for Hope of Bexar Cnty in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$472K |
| Employer EIN | 208075412 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haven for Hope)
Sponsor-wide plan assets over time
All Haven for Hope plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 105.45117703988114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $4M |
| 2023 | 1 | 301 | $7M |
| 2024 | 1 | 291 | $9M |
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
403b Thrift Plan Haven for Hope of Bexar Cnty's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Rochester University Retirement Benefits Plan in MI ($4M); by covered participants it is Old Salem, Inc. Retirement Plan in NC (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 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.