Other · DOL Form 5500 · 2024
Haven for Hope Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 291
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $29,443
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan for Employees of Haven for Hope of Bexar County · Sponsored by Haven for Hope · Texas · Healthcare & Social Assistance
$9M in assets, 291 participants
Haven for Hope's 403b Thrift Plan for Employees of Haven for Hope of Bexar County reported $9M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #9,753 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
403b Thrift Plan for Employees of Haven for Hope of Bexar County covers 291 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $9M.
- #9,753
- in Healthcare & Social Assistance (16,916 peers)
- +28.0%
- assets growth YoY
403b Thrift Plan for Employees of Haven for Hope of Bexar County's mid-pack asset rank among Healthcare & Social Assistance and all filers
403b Thrift Plan for Employees of Haven for Hope of Bexar County vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,567,914 Top 48% higher than 52% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403b Thrift Plan for Employees of Haven for Hope of Bexar County among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403b Thrift Plan for Employees of Haven for Hope of Bexar County sits mid-pack in the medium band (291 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403b Thrift Plan for Employees of Haven for Hope of Bexar County end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- 403b Thrift Plan for Employees of Haven for Hope of Bexar County reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403b Thrift Plan for Employees of Haven for Hope of Bexar County reported participants fell from 301 in the plan year 2023 filing to 291 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 208075412 · Haven for Hope PY 2024 · Other
403b Thrift Plan for Employees of Haven for Hope of Bexar County · $9M · 291 · 52nd
- BOY $9M
- SCH 291
- EBSA 52nd
- PART Other
- TYPE near Outer Cape Health Services, Inc. 403(b) Plan (Plan 001)
- NET ind #9753
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 →
403b Thrift Plan for Employees of Haven for Hope of Bexar County in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 208075412 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haven for Hope)
Sponsor-wide plan assets over time
All Haven for Hope plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 105.45117703988114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $4M |
| 2023 | 1 | 301 | $7M |
| 2024 | 1 | 291 | $9M |
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 $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
403b Thrift Plan for Employees of Haven for Hope of Bexar County's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) in MA ($9M); by covered participants it is Kelberman Center, Inc. 403(b) Plan in NY (291 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (291 participants); asset peers above are excluded.
- Kelberman Center, Inc. 403(b) Plan (NY) 291 · 0 off
- Foothill Family Service 403b Plan (CA) 291 · 0 off
- Golden Gate National Parks Conservancy Retirement Plan (CA) 291 · 0 off
- Cambridge College 403(b) Plan (MA) 291 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.