Other · DOL Form 5500 · 2023
Houston Ballet Foundation Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 461
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $42,790
- Avg per participant Low balance/head
Official DOL plan name: Houston Ballet Foundation Retirement Plan · Sponsored by Houston Ballet Foundation · Texas · Arts, Entertainment & Recreation
$20M in assets, 461 participants
Houston Ballet Foundation's Houston Ballet Foundation Retirement Plan reported $20M in total assets and 461 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,451 in Arts, Entertainment & Recreation (2,945 peers)
Houston Ballet Foundation multi-year trail
Houston Ballet Foundation's plans moved +31.2% in assets from 2022 to 2024; this filing shows Houston Ballet Foundation Retirement Plan at $20M / 461 participants.
- #2,451
- in Arts, Entertainment & Recreation (2,945 peers)
- +12.7%
- assets growth YoY
Houston Ballet Foundation Retirement Plan's outsized position by total assets
Houston Ballet Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,726,367 Top 28% higher than 72% 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
Houston Ballet Foundation Retirement 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. Houston Ballet Foundation Retirement Plan sits mid-pack in the medium band (461 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Houston Ballet Foundation Retirement Plan reported net income rose from $849K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Houston Ballet Foundation Retirement Plan reported participants rose from 398 in the plan year 2022 filing to 461 in the plan year 2023 filing.
- Houston Ballet Foundation Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 741394920 · Houston Ballet Foundation PY 2023 · Other
Houston Ballet Foundation Retirement Plan · $20M · 461 · 72nd
- RANK $20M
- PHOTO 461
- IND 72nd
- EOY Other
- 5500 near New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan
- ASSETS ind #2451
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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →
Houston Ballet Foundation Retirement Plan in the asset neighbourhood
Houston Ballet Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Houston Ballet Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 31.16448937580521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 398 | $18M |
| 2023 | 1 | 461 | $20M |
| 2024 | 1 | 451 | $23M |
Houston Ballet Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 741394920 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
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
Houston Ballet Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan in NH ($20M); by covered participants it is Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan in MI (461 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (461 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.