Other · DOL Form 5500 · 2022

Houston Ballet Foundation Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
398
Participants Below avg headcount
75th
Percentile by assets National rank
$43,993
Avg per participant Low balance/head
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Official DOL plan name: Houston Ballet Foundation Retirement Plan · Sponsored by Houston Ballet Foundation · Texas · Arts, Entertainment & Recreation

$18M in assets, 398 participants

Houston Ballet Foundation's Houston Ballet Foundation Retirement Plan reported $18M in total assets and 398 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,604 in Arts, Entertainment & Recreation (3,077 peers)

Where Houston Ballet Foundation Retirement Plan sits by assets

Houston Ballet Foundation Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 398 participants (~$43,993/participant), up 5.1% in 2022.

#2,604
in Arts, Entertainment & Recreation (3,077 peers)
+5.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Houston Ballet Foundation Retirement Plan's outsized position by total assets

Houston Ballet Foundation Retirement Plan vs every filed plan by assets

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

$17,509,374 Top 25% higher than 75% 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

Houston Ballet Foundation 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. Houston Ballet Foundation Retirement Plan sits mid-pack in the medium band (398 participants).

Form 5500 schedule snapshot

Filing strip 741394920 · Houston Ballet Foundation PY 2022 · Other

Houston Ballet Foundation Retirement Plan · $18M · 398 · 75th

  • PHOTO $18M
  • IND 398
  • EOY 75th
  • 5500 Other
  • ASSETS near Community Counseling of Bristol County, Inc. Savings Plan
  • PCT ind #2604

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Houston Ballet Foundation Retirement Plan in the asset neighbourhood

Indiana Organ Procurement Organization, Inc. D/B/a Indiana Donor Network 403(b) PlanIndiana Organ Procurement Or…$18MThe Common Application Inc. 403b PlanThe Common Application Inc. …$18MHouston Ballet Foundation Retirement PlanHouston Ballet Foundation Re…$18MCommunity Counseling of Bristol County, Inc. Savings PlanCommunity Counseling of Bris…$17MBurgundy Farm Country Day School Defined Retirement PlanBurgundy Farm Country Day Sc…$17M
End-of-year total assets ($M) among Houston Ballet Foundation Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$849K
Employer EIN741394920
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Ballet Foundation)

Sponsor-wide plan assets over time

All Houston Ballet Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$23M 31.16448937580521% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.5M $23M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 398 $18M
2023 1 461 $20M
2024 1 451 $23M

Nearby Other Plans in Texas

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

Houston Ballet Foundation 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 ($B) Participants Houston Ballet Foundation Retirement Plan, Total assets ($B): 0.017509374 · Participants: 398Houston Ballet Foundation 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
Houston Ballet Foundation Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Houston Ballet Foundation Retirement Plan side-by-side with 3 peers →

Houston Ballet Foundation Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Community Counseling of Bristol County, Inc. Savings Plan in MA ($17M); by covered participants it is Moravian University Retirement Plan in PA (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Houston Ballet Foundation Retirement Plan assets move in 2022? ▼
Houston Ballet Foundation Retirement Plan grew at a solid clip - up 5.1% during 2022, from $17M to $18M. Reported net income was $849K.
How have Houston Ballet Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Ballet Foundation's sponsor-wide assets grew 31.2%, from $18M to $23M.
Where does Houston Ballet Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Houston Ballet Foundation Retirement Plan ranks in the 75th 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 Houston Ballet Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Community Counseling of Bristol County, Inc. Savings Plan in MA ($17M, 617 participants).
Which Other plans cover a similar participant headcount to Houston Ballet Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Moravian University Retirement Plan in PA (398 participants, $111M 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 741394920.

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.