Other · DOL Form 5500 · 2023

The Council on Recovery Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
78
Participants Small participant base
44th
Percentile by assets National rank
$64,166
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Council on Recovery 403(b) Plan · Sponsored by The Council on Recovery · Texas · Healthcare & Social Assistance

$5M in assets, 78 participants

The Council on Recovery's The Council on Recovery 403(b) Plan reported $5M in total assets and 78 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.

  • #8,549 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

The Council on Recovery 403(b) Plan holds $5M for 78 participants - about $64,166 per participant, in the lower half of filed plans by assets.

#8,549
in Healthcare & Social Assistance (17,684 peers)
+3.4%
assets growth YoY

The Council on Recovery 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Council on Recovery 403(b) Plan vs every filed plan by assets

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

$5,004,965 44th percentile higher than 44% 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

The Council on Recovery 403(b) 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. The Council on Recovery 403(b) Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Council on Recovery 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $162K in the plan year 2023 filing.
  • The Council on Recovery 403(b) Plan reported participants fell from 86 in the plan year 2022 filing to 78 in the plan year 2023 filing.
  • The Council on Recovery 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741173235 · The Council on Recovery PY 2023 · Other

The Council on Recovery 403(b) Plan · $5M · 78 · 44th

  • EBSA $5M
  • EBSA 78
  • EBSA 44th
  • EBSA Other
  • EBSA near Clarity Care, Inc Retirement Plan
  • EBSA ind #8549

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 →

The Council on Recovery 403(b) Plan in the asset neighbourhood

Clarity Care, Inc Retirement PlanClarity Care, Inc Retirement…$5MFrench American School of Silicon ValleyFrench American School of Si…$5MThe Council on Recovery 403(b) PlanThe Council on Recovery 403(…$5MRetirement Plan of Valley Hospice, Inc.Retirement Plan of Valley Ho…$5M403(b) Thrift Plan for Employees of Community Drug Board, Inc.403(b) Thrift Plan for Emplo…$5M
End-of-year total assets ($M) among The Council on Recovery 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$162K
Employer EIN741173235
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Council on Recovery)

Sponsor-wide plan assets over time

All The Council on Recovery plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.3512469864279555% vs 2022
2023 filing year
$4.8M$4.85M$4.9M$4.95M$5M$5.05M 20222023 $4.84M $5M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 86 $5M
2023 1 78 $5M

Nearby Other Plans in Texas

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

The Council on Recovery 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants The Council on Recovery 403(b) Plan, Total assets ($B): 0.005004965 · Participants: 78The Council on Recovery 403(b) 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
The Council on Recovery 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants

The Council on Recovery 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Clarity Care, Inc Retirement Plan in WI ($5M); by covered participants it is Chapel Hill - Chauncy Hall School 403(b) Plan in MA (78 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 The Council on Recovery 403(b) Plan assets move in 2023?
The Council on Recovery 403(b) Plan edged up modestly - up 3.4% during 2023, from $5M to $5M. Reported net income was $162K.
How have The Council on Recovery plan assets changed over time?
Across 2 plan years on file (2022-2023), The Council on Recovery's sponsor-wide assets grew 3.4%, from $5M to $5M.
Which Other plans are similar in size to The Council on Recovery 403(b) Plan?
Among Other plans in other states, the closest by assets is Clarity Care, Inc Retirement Plan in WI ($5M, 534 participants).
Which Other plans cover a similar participant headcount to The Council on Recovery 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Chapel Hill - Chauncy Hall School 403(b) Plan in MA (78 participants, $15M in assets).