401(k) · DOL Form 5500 · 2023

Lone Star Circle of Care 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
676
Participants Below avg headcount
77th
Percentile by assets National rank
$39,011
Avg per participant Low balance/head
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Official DOL plan name: Lone Star Circle of Care 403(b) Employees' Retirement Plan · Sponsored by Lone Star Circle of Care · Texas · Healthcare & Social Assistance

$26M in assets, 676 participants

Lone Star Circle of Care's Lone Star Circle of Care 403(b) Employees' Retirement Plan reported $26M in total assets and 676 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,299 in Healthcare & Social Assistance (17,684 peers)

Where Lone Star Circle of Care 403(b) Employees' Retirement Plan sits by assets

Lone Star Circle of Care 403(b) Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 676 participants (~$39,011/participant), up 23.8% in 2023.

#14,299
in Healthcare & Social Assistance (17,684 peers)
+23.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lone Star Circle of Care 403(b) Employees' Retirement Plan's outsized position by total assets

Lone Star Circle of Care 403(b) Employees' Retirement Plan vs every filed plan by assets

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

$26,371,167 Top 23% higher than 77% 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 Circle of Care 403(b) Employees' Retirement Plan 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. Lone Star Circle of Care 403(b) Employees' Retirement Plan sits mid-pack in the medium band (676 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lone Star Circle of Care 403(b) Employees' Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lone Star Circle of Care 403(b) Employees' Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Lone Star Circle of Care 403(b) Employees' Retirement Plan reported participants fell from 701 in the plan year 2022 filing to 676 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 743001674 · Lone Star Circle of Care PY 2023 · 401(k)

Lone Star Circle of Care 403(b) Employees' Retirement Plan · $26M · 676 · 77th

  • 5500 $26M
  • ASSETS 676
  • PCT 77th
  • EIN 401(k)
  • RANK near Harris Group Deferred Income Plan and Trust
  • PHOTO ind #14299

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 →

Lone Star Circle of Care 403(b) Employees' Retirement Plan in the asset neighbourhood

Lone Star Circle of Care 403(b) Employees' Retirement PlanLone Star Circle of Care 403…$26MHarris Group Deferred Income Plan and TrustHarris Group Deferred Income…$26MMalvern Preparatory School 403(b)(7) PlanMalvern Preparatory School 4…$26MLivingston Healthcare 401(k) PlanLivingston Healthcare 401(k)…$26MEncompass Medical Group, P.a. 401(k) Retirement PlanEncompass Medical Group, P.a…$26M
End-of-year total assets ($M) among Lone Star Circle of Care 403(b) Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN743001674
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lone Star Circle of Care)

Sponsor-wide plan assets over time

All Lone Star Circle of Care plans reported in each filing year

Latest sponsor-wide plan assets
$29M 38.176819610005936% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.3M $29.4M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 701 $21M
2023 1 676 $26M
2024 1 692 $29M

Nearby 401(k) Plans in Texas

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

Lone Star Circle of Care 403(b) Employees' Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lone Star Circle of Care 403(b) Employees' Retirement Plan, Total assets ($B): 0.026371167 · Participants: 676Lone Star Circle of Care 403(b) Employees' Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lone Star Circle of Care 403(b) Employees' Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lone Star Circle of Care 403(b) Employees' Retirement Plan side-by-side with 3 peers →

Lone Star Circle of Care 403(b) Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Harris Group Deferred Income Plan and Trust in WA ($26M); by covered participants it is The Pleasant Companies 401(k) Plan and Trust in MD (676 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (676 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 Circle of Care 403(b) Employees' Retirement Plan assets move in 2023? ▼
Lone Star Circle of Care 403(b) Employees' Retirement Plan grew sharply - up 23.8% during 2023, from $21M to $26M. Reported net income was $5M.
How have Lone Star Circle of Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lone Star Circle of Care's sponsor-wide assets grew 38.2%, from $21M to $29M.
Where does Lone Star Circle of Care 403(b) Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Lone Star Circle of Care 403(b) Employees' Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lone Star Circle of Care 403(b) Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harris Group Deferred Income Plan and Trust in WA ($26M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Lone Star Circle of Care 403(b) Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Pleasant Companies 401(k) Plan and Trust in MD (676 participants, $20M 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 743001674.

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.