Defined Benefit (Pension) · DOL Form 5500 · 2023

Texas Scottish Rite Hospital for Children Pension Plan

Data updated 2026-08-25

$204M
Total assets Near avg plan size
162
Participants Small participant base
95th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Texas Scottish Rite Hospital for Children · Sponsored by Texas Scottish Rite Hospital for Children · Texas · Healthcare & Social Assistance

$204M in assets, 162 participants

Texas Scottish Rite Hospital for Children's Retirement Plan for Employees of Texas Scottish Rite Hospital for Children reported $204M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,867 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Retirement Plan for Employees of Texas Scottish Rite Hospital for Children covers 162 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $204M.

#16,867
in Healthcare & Social Assistance (17,684 peers)
+7.5%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Retirement Plan for Employees of Texas Scottish Rite Hospital for Children's outsized position by total assets

Retirement Plan for Employees of Texas Scottish Rite Hospital for Children vs every filed plan by assets

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

$203,649,227 Top 5% higher than 95% 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

Retirement Plan for Employees of Texas Scottish Rite Hospital for Children 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. Retirement Plan for Employees of Texas Scottish Rite Hospital for Children sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Texas Scottish Rite Hospital for Children reported net income rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Retirement Plan for Employees of Texas Scottish Rite Hospital for Children reported participants fell from 178 in the plan year 2022 filing to 162 in the plan year 2023 filing.
  • Retirement Plan for Employees of Texas Scottish Rite Hospital for Children end-of-year assets rose from $189M in the plan year 2022 filing to $204M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 750818178 · Texas Scottish Rite Hospital for Children PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Texas Scottish Rite Hospital for Children · $204M · 162 · 95th

  • BOY $204M
  • BOY 162
  • BOY 95th
  • BOY Defined Benefit (Pension)
  • BOY near White & Case LLP Retirement Income Plan
  • BOY ind #16867

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 →

Retirement Plan for Employees of Texas Scottish Rite Hospital for Children in the asset neighbourhood

Ironworkers Local No 55 Pension PlanIronworkers Local No 55 Pens…$204MWhite & Case LLP Retirement Income PlanWhite & Case LLP Retirement …$204MRetirement Plan for Employees of Texas Scottish Rite Hospital for ChildrenRetirement Plan for Employee…$204MRyerson Pension Plan$204MDrummond Company, Inc. Revised Pension PlanDrummond Company, Inc. Revis…$204M
End-of-year total assets ($M) among Retirement Plan for Employees of Texas Scottish Rite Hospital for Children and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$189M
Net Assets (End of Year)$204M
Net Income$14M
Employer EIN750818178
Plan Effective Date1972-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Scottish Rite Hospital for Children)

Sponsor-wide plan assets over time

All Texas Scottish Rite Hospital for Children plans reported in each filing year

Latest sponsor-wide plan assets
$380M 27.69979943670977% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $297M $380M ▲ +27.7%
Year Plans Participants Total Assets
2022 3 2,284 $297M
2023 3 2,369 $339M
2024 3 2,462 $380M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Texas Scottish Rite Hospital for Children vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of Texas Scottish Rite Hospital for Children, Total assets ($B): 0.203649227 · Participants: 162Retirement Plan for Employees of Texas Scottish Rite Hospital for ChildrenAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Retirement Plan for Employees of Texas Scottish Rite Hospital for Children vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Retirement Plan for Employees of Texas Scottish Rite Hospital for Children's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is White & Case LLP Retirement Income Plan in NY ($204M); by covered participants it is Lazard Freres & Co. LLC Employees' Pension Plan in NY (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($204M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Retirement Plan for Employees of Texas Scottish Rite Hospital for Children assets move in 2023?
Retirement Plan for Employees of Texas Scottish Rite Hospital for Children grew at a solid clip - up 7.5% during 2023, from $189M to $204M. Reported net income was $14M.
How have Texas Scottish Rite Hospital for Children plan assets changed over time?
Across 3 plan years on file (2022-2024), Texas Scottish Rite Hospital for Children's sponsor-wide assets grew 27.7%, from $297M to $380M.
Where does Retirement Plan for Employees of Texas Scottish Rite Hospital for Children rank by assets among Form 5500 filers?
Retirement Plan for Employees of Texas Scottish Rite Hospital for Children ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Texas Scottish Rite Hospital for Children?
Among Defined Benefit (Pension) plans in other states, the closest by assets is White & Case LLP Retirement Income Plan in NY ($204M, 187 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Texas Scottish Rite Hospital for Children?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lazard Freres & Co. LLC Employees' Pension Plan in NY (162 participants, $16M in assets).