401(k) · DOL Form 5500 · 2024

Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
147
Participants Small participant base
59th
Percentile by assets National rank
$78,233
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Esperanza Health Systems 401(k) Plan · Sponsored by Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center · Texas · Healthcare & Social Assistance

$12M in assets, 147 participants

Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center's Esperanza Health Systems 401(k) Plan reported $12M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #10,849 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Esperanza Health Systems 401(k) Plan covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#10,849
in Healthcare & Social Assistance (16,916 peers)
+21.6%
assets growth YoY

Esperanza Health Systems 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Esperanza Health Systems 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,500,199 Top 41% higher than 59% of 123,620 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 2024

Esperanza Health Systems 401(k) Plan 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. Esperanza Health Systems 401(k) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Esperanza Health Systems 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 742664821 · Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center PY 2024 · 401(k)

Esperanza Health Systems 401(k) Plan · $12M · 147 · 59th

  • BOOK $12M
  • BOOK 147
  • BOOK 59th
  • BOOK 401(k)
  • BOOK near Guardian Savings Bank 401(k) Plan
  • BOOK ind #10849

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 →

Esperanza Health Systems 401(k) Plan in the asset neighbourhood

Esperanza Health Systems 401(k) PlanEsperanza Health Systems 401…$12MGuardian Savings Bank 401(k) PlanGuardian Savings Bank 401(k)…$12MDover Saddlery, Inc. 401(k) Profit Sharing PlanDover Saddlery, Inc. 401(k) …$12MSkin and Aesthetic Centers 401(k) PlanSkin and Aesthetic Centers 4…$11MEndeavor Schools, LLC 401(k) Profit Sharing Plan and TrustEndeavor Schools, LLC 401(k)…$12M
End-of-year total assets ($M) among Esperanza Health Systems 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN742664821
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center)

Sponsor-wide plan assets over time

All Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center plans reported in each filing year

Latest sponsor-wide plan assets
$12M 57.231319225872% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.31M $11.5M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 140 $7M
2023 1 146 $9M
2024 1 147 $12M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Esperanza Health Systems 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Esperanza Health Systems 401(k) Plan, Total assets ($B): 0.011500199 · Participants: 147Esperanza Health Systems 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Esperanza Health Systems 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Esperanza Health Systems 401(k) Plan side-by-side with 3 peers →

Esperanza Health Systems 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Guardian Savings Bank 401(k) Plan in OH ($12M); by covered participants it is Ardmore Home Design, Inc. 401(k) Profit Sharing Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Esperanza Health Systems 401(k) Plan assets move in 2024? ▼
Esperanza Health Systems 401(k) Plan grew sharply - up 21.6% during 2024, from $9M to $12M. Reported net income was $2M.
How have Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Esperanza Health Systems, Ltd Dba La Hacienda Treatment Center's sponsor-wide assets grew 57.2%, from $7M to $12M.
Which 401(k) plans are similar in size to Esperanza Health Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guardian Savings Bank 401(k) Plan in OH ($12M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Esperanza Health Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ardmore Home Design, Inc. 401(k) Profit Sharing Plan in CA (147 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742664821.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.