Other · DOL Form 5500 · 2023
Haven for Hope of Bexar County Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 301
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $22,246
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan for Employees of Haven for Hope of Bexar County · Sponsored by Haven for Hope of Bexar County · Texas · Healthcare & Social Assistance
$7M in assets, 301 participants
Haven for Hope of Bexar County's 403b Thrift Plan for Employees of Haven for Hope of Bexar County reported $7M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,792 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
403b Thrift Plan for Employees of Haven for Hope of Bexar County covers 301 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $7M.
- #9,792
- in Healthcare & Social Assistance (17,684 peers)
- +60.6%
- assets growth YoY
403b Thrift Plan for Employees of Haven for Hope of Bexar County's mid-pack asset rank among Healthcare & Social Assistance and all filers
403b Thrift Plan for Employees of Haven for Hope of Bexar County vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,695,939 Top 50% higher than 50% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403b Thrift Plan for Employees of Haven for Hope of Bexar County among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403b Thrift Plan for Employees of Haven for Hope of Bexar County sits mid-pack in the medium band (301 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403b Thrift Plan for Employees of Haven for Hope of Bexar County reported net income rose from -$472K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- 403b Thrift Plan for Employees of Haven for Hope of Bexar County reported participants rose from 115 in the plan year 2022 filing to 301 in the plan year 2023 filing.
- 403b Thrift Plan for Employees of Haven for Hope of Bexar County end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 208075412 · Haven for Hope of Bexar County PY 2023 · Other
403b Thrift Plan for Employees of Haven for Hope of Bexar County · $7M · 301 · 50th
- 5500 $7M
- 5500 301
- 5500 50th
- 5500 Other
- 5500 near Swiss Village, Inc 403(b) Plan
- 5500 ind #9792
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 for Employees of Haven for Hope of Bexar County in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $3M |
| Employer EIN | 208075412 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haven for Hope of Bexar County)
Sponsor-wide plan assets over time
All Haven for Hope of Bexar County 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 $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
403b Thrift Plan for Employees of Haven for Hope of Bexar County's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Swiss Village, Inc 403(b) Plan in IN ($7M); by covered participants it is Zoo Atlanta Retirement Savings Plan in GA (301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (301 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.