Other · DOL Form 5500 · 2023
Texas Scottish Rite Hospital for Children Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 1,040
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $31,571
- Avg per participant Low balance/head
Official DOL plan name: Texas Scottish Rite Hospital for Children 401(a) Plan · Sponsored by Texas Scottish Rite Hospital for Children · Texas · Healthcare & Social Assistance
$33M in assets, 1,040 participants
Texas Scottish Rite Hospital for Children's Texas Scottish Rite Hospital for Children 401(a) Plan reported $33M in total assets and 1,040 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #14,738 in Healthcare & Social Assistance (17,684 peers)
Where Texas Scottish Rite Hospital for Children 401(a) Plan sits by assets
Texas Scottish Rite Hospital for Children 401(a) Plan sits in the top quartile of all filed plans by assets, $33M for 1,040 participants (~$31,571/participant), up 33.3% in 2023.
- #14,738
- in Healthcare & Social Assistance (17,684 peers)
- +33.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Texas Scottish Rite Hospital for Children 401(a) Plan's outsized position by total assets
Texas Scottish Rite Hospital for Children 401(a) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,833,793 Top 20% higher than 80% 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
Texas Scottish Rite Hospital for Children 401(a) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Scottish Rite Hospital for Children 401(a) Plan lands in the large band (1,040 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Texas Scottish Rite Hospital for Children 401(a) Plan reported net income rose from -$2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Texas Scottish Rite Hospital for Children 401(a) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Texas Scottish Rite Hospital for Children 401(a) Plan reported participants rose from 998 in the plan year 2022 filing to 1,040 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 750818178 · Texas Scottish Rite Hospital for Children PY 2023 · Other
Texas Scottish Rite Hospital for Children 401(a) Plan · $33M · 1,040 · 80th
- SCH $33M
- EBSA 1,040
- PART 80th
- TYPE Other
- NET near Columbia Memorial Hospital Retirement Plan
- BOOK ind #14738
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 →
Texas Scottish Rite Hospital for Children 401(a) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $8M |
| Employer EIN | 750818178 |
| Plan Effective Date | 2014-09-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Scottish Rite Hospital for Children)
Sponsor-wide plan assets over time
All Texas Scottish Rite Hospital for Children plans reported in each filing year
- Latest sponsor-wide plan assets
- $380M 27.69979943670977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,284 | $297M |
| 2023 | 3 | 2,369 | $339M |
| 2024 | 3 | 2,462 | $380M |
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
Texas Scottish Rite Hospital for Children 401(a) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Columbia Memorial Hospital Retirement Plan in NY ($33M); by covered participants it is Oak Ridge Associated Universities 403(b) Retirement Plan in TN (1,041 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,040 participants); asset peers above are excluded.
- Oak Ridge Associated Universities 403(b) Retirement Plan (TN) 1,041 · 1 off
- Central Peninsula Hospital Retirement Plan (AK) 1,041 · 1 off
- IBEW Local No. 86 Annuity Fund (NY) 1,039 · 1 off
- Illinois Institute of Technology Tax Deferred Annuity Plan (IL) 1,042 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.