Other · DOL Form 5500 · 2023

Lena Pope Home, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
92
Participants Small participant base
52nd
Percentile by assets National rank
$81,612
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lena Pope Home, Inc. Defined Contribution Plan · Sponsored by Lena Pope Home, Inc. · Texas · Healthcare & Social Assistance

$8M in assets, 92 participants

Lena Pope Home, Inc.'s Lena Pope Home, Inc. Defined Contribution Plan reported $8M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,230 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Lena Pope Home, Inc. Defined Contribution Plan grew sharply 17.2% in 2023 ($6M → $8M) for 92 participants.

#10,230
in Healthcare & Social Assistance (17,684 peers)
+17.2%
assets growth YoY

Lena Pope Home, Inc. Defined Contribution Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lena Pope Home, Inc. Defined Contribution Plan vs every filed plan by assets

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

$7,508,293 Top 48% higher than 52% 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

Lena Pope Home, Inc. Defined Contribution Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lena Pope Home, Inc. Defined Contribution Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lena Pope Home, Inc. Defined Contribution Plan reported net income rose from -$945K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lena Pope Home, Inc. Defined Contribution Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Lena Pope Home, Inc. Defined Contribution Plan reported participants rose from 83 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 756003583 · Lena Pope Home, Inc. PY 2023 · Other

Lena Pope Home, Inc. Defined Contribution Plan · $8M · 92 · 52nd

  • IND $8M
  • EOY 92
  • 5500 52nd
  • ASSETS Other
  • PCT near 403(b) Thrift Plan of Aspiro, Inc.
  • EIN ind #10230

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 →

Lena Pope Home, Inc. Defined Contribution Plan in the asset neighbourhood

Santa Barbara Museum of Natural History 403(b) DC PlanSanta Barbara Museum of Natu…$8MLena Pope Home, Inc. Defined Contribution PlanLena Pope Home, Inc. Defined…$8M403(b) Thrift Plan of Aspiro, Inc.403(b) Thrift Plan of Aspiro…$8MThe Free Library of Philadelphia Foundation 403(b) Retirement PlanThe Free Library of Philadel…$8MMount Pisgah Christian School 403(b) Plan and TrustMount Pisgah Christian Schoo…$8M
End-of-year total assets ($M) among Lena Pope Home, Inc. Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lena Pope Home, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Lena Pope Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.312022693172416% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.41M $7M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 83 $6M
2023 1 92 $8M
2024 1 101 $7M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN756003583
Plan Effective Date2003-01-08
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

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

Lena Pope Home, Inc. Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Lena Pope Home, Inc. Defined Contribution Plan, Total assets ($B): 0.007508293 · Participants: 92Lena Pope Home, Inc. Defined Contribution PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Lena Pope Home, Inc. Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Lena Pope Home, Inc. Defined Contribution Plan side-by-side with 3 peers →

Lena Pope Home, Inc. Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is 403(b) Thrift Plan of Aspiro, Inc. in WI ($8M); by covered participants it is Seattle Foundation Defined Contribution Retirement Plan in WA (92 participants). Same-state nearby plans are listed separately above.

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 Lena Pope Home, Inc. Defined Contribution Plan assets move in 2023? ▼
Lena Pope Home, Inc. Defined Contribution Plan grew sharply - up 17.2% during 2023, from $6M to $8M. Reported net income was $1M.
How have Lena Pope Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lena Pope Home, Inc.'s sponsor-wide assets grew 9.3%, from $6M to $7M.
Which Other plans are similar in size to Lena Pope Home, Inc. Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Aspiro, Inc. in WI ($8M, 189 participants).
Which Other plans cover a similar participant headcount to Lena Pope Home, Inc. Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Seattle Foundation Defined Contribution Retirement Plan in WA (92 participants, $14M 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 756003583.

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.