Profit Sharing · DOL Form 5500 · 2023

Lone Star Peo, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
24th
Percentile by assets National rank
$126,737
Avg per participant Near avg balance/head
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Official DOL plan name: Lone Star Peo, Inc. Retirement Plan · Sponsored by Lone Star Peo, Inc. · Texas · Other Services

$1M in assets, 8 participants

Lone Star Peo, Inc.'s Lone Star Peo, Inc. Retirement Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,789 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Lone Star Peo, Inc. Retirement Plan ranks #3,789 of 7,857 2023 filers by assets (1980% of the sector average)-$1M for 8 participants.

#3,789
in Other Services (7,857 peers)
+30.0%
assets growth YoY

Lone Star Peo, Inc. Retirement Plan among the smaller filed plans by assets

Lone Star Peo, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,013,896 24th percentile higher than 24% of 127,068 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 2023

Lone Star Peo, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lone Star Peo, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lone Star Peo, Inc. Retirement Plan reported net income rose from $157K in the plan year 2022 filing to $234K in the plan year 2023 filing.
  • Lone Star Peo, Inc. Retirement Plan end-of-year assets rose from $780K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lone Star Peo, Inc. Retirement Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473726066 · Lone Star Peo, Inc. PY 2023 · Profit Sharing

Lone Star Peo, Inc. Retirement Plan · $1M · 8 · 24th

  • ASSETS $1M
  • PCT 8
  • EIN 24th
  • RANK Profit Sharing
  • PHOTO near Fernando a. Zamudio, M.D., a Medical Corporation Profit Sharing Plan
  • IND ind #3789

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 Other Services retirement plans → · Plans in Texas →

Lone Star Peo, Inc. Retirement Plan in the asset neighbourhood

Lone Star Peo, Inc. Retirement PlanLone Star Peo, Inc. Retireme…$1MFernando a. Zamudio, M.D., a Medical Corporation Profit Sharing PlanFernando a. Zamudio, M.D., a…$1MEthan Ellenberg Literary Agency Profit Sharing PlanEthan Ellenberg Literary Age…$1MThomas Family Swim School, Inc. Retirement PlanThomas Family Swim School, I…$1MSweets and Subs, Inc. Retirement PlanSweets and Subs, Inc. Retire…$1M
End-of-year total assets ($M) among Lone Star Peo, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$780K
Net Assets (End of Year)$1M
Net Income$234K
Employer EIN473726066
Plan Effective Date2015-11-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Lone Star Peo, Inc.)

Sponsor-wide plan assets over time

All Lone Star Peo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 48.902247334396336% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.3M $3.42M ▲ +48.7%
Year Plans Participants Total Assets
2022 2 382 $2M
2023 1 8 $1M
2024 2 407 $3M

Nearby Profit Sharing Plans in Texas

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

Lone Star Peo, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Lone Star Peo, Inc. Retirement Plan, Total assets ($B): 0.001013896 · Participants: 8Lone Star Peo, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Lone Star Peo, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Lone Star Peo, Inc. Retirement Plan side-by-side with 3 peers →

Lone Star Peo, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Fernando a. Zamudio, M.D., a Medical Corporation Profit Sharing Plan in CA ($1M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lone Star Peo, Inc. Retirement Plan assets move in 2023? ▼
Lone Star Peo, Inc. Retirement Plan surged - up 30.0% during 2023, from $780K to $1M. Reported net income was $234K.
How have Lone Star Peo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lone Star Peo, Inc.'s sponsor-wide assets grew 48.9%, from $2M to $3M.
Where does Lone Star Peo, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lone Star Peo, Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lone Star Peo, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fernando a. Zamudio, M.D., a Medical Corporation Profit Sharing Plan in CA ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Lone Star Peo, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473726066.

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.