401(k)
2023 plan-year 401(k) DOL Form 5500

403(b) Thrift Plan for Meals on Wheels San Antonio

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Meals on Wheels San Antonio ยท Texas ยท Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan for Meals on Wheels San Antonio holds $2M for 123 participants - about $15,435 per participant, up 20.2% over the 2023 plan year.

$2M
total plan assets (2023 EOY)
123
covered participants
$15,435
avg assets per participant
+20.2%
assets growth YoY
Total Assets (2023)
$2M
Participants
123
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan for Meals on Wheels San Antonio

403(b) Thrift Plan for Meals on Wheels San Antonio is a 401(k) retirement plan sponsored by Meals on Wheels San Antonio, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 123 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 741948646, and the plan has been effective since 2006-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $2M at year-end โ€” a gain of 20.2%. Net assets (after liabilities) closed the year at $2M, with reported net income of $318K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$318K
Plan Type401(k)
Employer EIN741948646
Plan Effective Date2006-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meals on Wheels San Antonio)

Year Plans Participants Total Assets
2022 1 117 $2M
2023 1 123 $2M
2024 1 130 $2M

Nearby 401(k) Plans in Texas

Peer 401(k) plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Meals on Wheels San Antonio?
As of the 2023 Form 5500 filing, 403(b) Thrift Plan for Meals on Wheels San Antonio holds $2M in total assets with 123 participants. It is sponsored by Meals on Wheels San Antonio.
What type of plan is 403(b) Thrift Plan for Meals on Wheels San Antonio?
403(b) Thrift Plan for Meals on Wheels San Antonio is a 401(k) plan. It has been effective since 2006-02-01. The plan is filed with the U.S. Department of Labor under EIN 741948646.
Who sponsors the 403(b) Thrift Plan for Meals on Wheels San Antonio?
403(b) Thrift Plan for Meals on Wheels San Antonio is sponsored by Meals on Wheels San Antonio, located in Texas. The sponsor's EIN is 741948646 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan for Meals on Wheels San Antonio perform in 2023?
403(b) Thrift Plan for Meals on Wheels San Antonio grew by 20.2% during 2023, moving from $2M to $2M in total assets. Net income was $318K.
Where can I find official filings for 403(b) Thrift Plan for Meals on Wheels San Antonio?
Official Form 5500 filings for 403(b) Thrift Plan for Meals on Wheels San Antonio are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 741948646 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Meals on Wheels San Antonio compare to other plans?
You can compare 403(b) Thrift Plan for Meals on Wheels San Antonio against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 741948646.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.