Other · DOL Form 5500 · 2023

Lifegift Organ Donation Center Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
363
Participants Below avg headcount
77th
Percentile by assets National rank
$70,615
Avg per participant Below avg balance/head
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Official DOL plan name: Lifegift Organ Donation Center Tax Sheltered Annuity Plan · Sponsored by Lifegift Organ Donation Center · Texas · Healthcare & Social Assistance

$26M in assets, 363 participants

Lifegift Organ Donation Center's Lifegift Organ Donation Center Tax Sheltered Annuity Plan reported $26M in total assets and 363 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.

  • #14,226 in Healthcare & Social Assistance (17,684 peers)

Where Lifegift Organ Donation Center Tax Sheltered Annuity Plan sits by assets

Lifegift Organ Donation Center Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $26M for 363 participants (~$70,615/participant), up 35.7% in 2023.

#14,226
in Healthcare & Social Assistance (17,684 peers)
+35.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lifegift Organ Donation Center Tax Sheltered Annuity Plan's outsized position by total assets

Lifegift Organ Donation Center Tax Sheltered Annuity Plan vs every filed plan by assets

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

$25,633,144 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

Lifegift Organ Donation Center Tax Sheltered Annuity 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. Lifegift Organ Donation Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (363 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifegift Organ Donation Center Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lifegift Organ Donation Center Tax Sheltered Annuity Plan end-of-year assets rose from $19M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760231238 · Lifegift Organ Donation Center PY 2023 · Other

Lifegift Organ Donation Center Tax Sheltered Annuity Plan · $26M · 363 · 77th

  • PART $26M
  • TYPE 363
  • NET 77th
  • BOOK Other
  • VS-ST near Food for the Poor 403b Plan
  • BOY ind #14226

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 →

Lifegift Organ Donation Center Tax Sheltered Annuity Plan in the asset neighbourhood

Presbyterian Senior Living 403(b) PlanPresbyterian Senior Living 4…$26MIcuf Multiple Employer Plan$26MLifegift Organ Donation Center Tax Sheltered Annuity PlanLifegift Organ Donation Cent…$26MFood for the Poor 403b Plan$26MFamily Health West 403b Plan$26M
End-of-year total assets ($M) among Lifegift Organ Donation Center Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN760231238
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifegift Organ Donation Center)

Sponsor-wide plan assets over time

All Lifegift Organ Donation Center plans reported in each filing year

Latest sponsor-wide plan assets
$44M 63.99716597734061% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27.1M $44.4M ▲ +64.0%
Year Plans Participants Total Assets
2022 2 723 $27M
2023 2 694 $36M
2024 2 861 $44M

Nearby Other Plans in Texas

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

Lifegift Organ Donation Center Tax Sheltered Annuity Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Lifegift Organ Donation Center Tax Sheltered Annuity Plan, Total assets ($B): 0.025633144 · Participants: 363Lifegift Organ Donation Center Tax Sheltered Annuity 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
Lifegift Organ Donation Center Tax Sheltered Annuity Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Lifegift Organ Donation Center Tax Sheltered Annuity Plan side-by-side with 3 peers →

Lifegift Organ Donation Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Food for the Poor 403b Plan in FL ($26M); by covered participants it is Hacienda, Inc. Retirement Plan in AZ (363 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (363 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 Lifegift Organ Donation Center Tax Sheltered Annuity Plan assets move in 2023? ▼
Lifegift Organ Donation Center Tax Sheltered Annuity Plan surged - up 35.7% during 2023, from $19M to $26M. Reported net income was $7M.
How have Lifegift Organ Donation Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifegift Organ Donation Center's sponsor-wide assets grew 64.0%, from $27M to $44M.
Where does Lifegift Organ Donation Center Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Lifegift Organ Donation Center Tax Sheltered Annuity 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 Other plans are similar in size to Lifegift Organ Donation Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Food for the Poor 403b Plan in FL ($26M, 392 participants).
Which Other plans cover a similar participant headcount to Lifegift Organ Donation Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Hacienda, Inc. Retirement Plan in AZ (363 participants, $12M 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 760231238.

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.