401(k) · DOL Form 5500 · 2023
Lone Star Legal Aid 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 371
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $105,107
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Lone Star Legal Aid · Sponsored by Lone Star Legal Aid · Texas · Professional & Technical Services
$39M in assets, 371 participants
Lone Star Legal Aid's 403(b) Thrift Plan for Employees of Lone Star Legal Aid reported $39M in total assets and 371 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,958 in Professional & Technical Services (20,321 peers)
Where 403(b) Thrift Plan for Employees of Lone Star Legal Aid sits by assets
403(b) Thrift Plan for Employees of Lone Star Legal Aid sits in the top quartile of all filed plans by assets, $39M for 371 participants (~$105,107/participant), up 17.0% in 2023.
- #16,958
- in Professional & Technical Services (20,321 peers)
- +17.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
403(b) Thrift Plan for Employees of Lone Star Legal Aid's outsized position by total assets
403(b) Thrift Plan for Employees of Lone Star Legal Aid vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,994,860 Top 17% higher than 83% 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 Lone Star Legal Aid 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. 403(b) Thrift Plan for Employees of Lone Star Legal Aid sits mid-pack in the medium band (371 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Lone Star Legal Aid reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Lone Star Legal Aid end-of-year assets rose from $33M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Lone Star Legal Aid reported participants fell from 408 in the plan year 2022 filing to 371 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 741537787 · Lone Star Legal Aid PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Lone Star Legal Aid · $39M · 371 · 83rd
- PHOTO $39M
- IND 371
- EOY 83rd
- 5500 401(k)
- ASSETS near Pctel, Inc. 401(k) Plan
- PCT ind #16958
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 Professional & Technical Services retirement plans → · Plans in Texas →
403(b) Thrift Plan for Employees of Lone Star Legal Aid in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $6M |
| Employer EIN | 741537787 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lone Star Legal Aid)
Sponsor-wide plan assets over time
All Lone Star Legal Aid plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 37.813314145542485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $33M |
| 2023 | 1 | 371 | $39M |
| 2024 | 1 | 363 | $46M |
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 Lone Star Legal Aid's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Pctel, Inc. 401(k) Plan in IL ($39M); by covered participants it is Fis 401(k) Plan in OK (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Pctel, Inc. 401(k) Plan (IL) $39M · 178
- Richard a. Alaimo Associates Savings and Investment Plan (NJ) $39M · 92
- Boston Ivf 401(k) Plan (MA) $39M · 529
- Smi Management, LLC 401(k) Plan and Trust (GA) $39M · 566
Similar participant headcount
Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.
- Fis 401(k) Plan (OK) 371 · 0 off
- Grant Street Group, Inc. 401(k) Plan (PA) 371 · 0 off
- A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan (CA) 371 · 0 off
- Fidelity Bank 401(k) Retirement Plan (LA) 371 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.