Other · DOL Form 5500 · 2022
The Visiting Nurse Association of Texas Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 240
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $60,753
- Avg per participant Low balance/head
Official DOL plan name: Vna of Texas 403(b) Retirement Plan · Sponsored by The Visiting Nurse Association of Texas · Texas · Healthcare & Social Assistance
$15M in assets, 240 participants
The Visiting Nurse Association of Texas's Vna of Texas 403(b) Retirement Plan reported $15M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #15,355 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Vna of Texas 403(b) Retirement Plan covers 240 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $15M.
- #15,355
- in Healthcare & Social Assistance (20,060 peers)
- -14.5%
- assets change YoY
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.
Vna of Texas 403(b) Retirement Plan's outsized position by total assets
Vna of Texas 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,580,825 Top 28% higher than 72% 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
Vna of Texas 403(b) 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. Vna of Texas 403(b) Retirement Plan sits mid-pack in the medium band (240 participants).
Published 5500 schedule card
Filing strip 750800692 · The Visiting Nurse Association of Texas PY 2022 · Other
Vna of Texas 403(b) Retirement Plan · $15M · 240 · 72nd
- VS-ST $15M
- BOY 240
- SCH 72nd
- EBSA Other
- PART near Center for Energy and Environment Tax Deferred Annuity Plan
- TYPE ind #15355
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 →
Vna of Texas 403(b) Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 750800692 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Visiting Nurse Association of Texas)
Sponsor-wide plan assets over time
All The Visiting Nurse Association of Texas plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 21.57563100853347% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $15M |
| 2023 | 1 | 251 | $17M |
| 2024 | 1 | 266 | $18M |
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
Vna of Texas 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Center for Energy and Environment Tax Deferred Annuity Plan in MN ($15M); by covered participants it is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (240 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.