401(k) · DOL Form 5500 · 2023
Big Brothers Big Sisters Lone 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $79,417
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star · Sponsored by Big Brothers Big Sisters Lone · Texas · Healthcare & Social Assistance
$5M in assets, 62 participants
Big Brothers Big Sisters Lone's 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star reported $5M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,477 in Healthcare & Social Assistance (17,684 peers)
Big Brothers Big Sisters Lone multi-year trail
Big Brothers Big Sisters Lone's plans moved +41.0% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star at $5M / 62 participants.
- #8,477
- in Healthcare & Social Assistance (17,684 peers)
- +16.0%
- assets growth YoY
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,923,882 44th percentile higher than 44% 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
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star reported net income rose from -$638K in the plan year 2022 filing to $678K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star reported participants fell from 63 in the plan year 2022 filing to 62 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 750800632 · Big Brothers Big Sisters Lone PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star · $5M · 62 · 44th
- IND $5M
- EOY 62
- 5500 44th
- ASSETS 401(k)
- PCT near A. E. a. Federal Credit Union 401(k) Plan and Trust
- EIN ind #8477
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 →
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star in the asset neighbourhood
Big Brothers Big Sisters Lone multi-year asset trail
Sponsor-wide plan assets over time
All Big Brothers Big Sisters Lone plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 41.03877168622269% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $4M |
| 2023 | 1 | 62 | $5M |
| 2024 | 1 | 64 | $6M |
Big Brothers Big Sisters Lone filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $678K |
| Employer EIN | 750800632 |
| Plan Effective Date | 1992-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is A. E. a. Federal Credit Union 401(k) Plan and Trust in AZ ($5M); by covered participants it is Gemtech Industries, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 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.