Other · DOL Form 5500 · 2024

Lena Pope Home, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
101
Participants Small participant base
48th
Percentile by assets National rank
$69,349
Avg per participant Below avg balance/head
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Official DOL plan name: Lena Pope Home, Inc. Defined Contribution Plan · Sponsored by Lena Pope Home, Inc. · Texas · Healthcare & Social Assistance

$7M in assets, 101 participants

Lena Pope Home, Inc.'s Lena Pope Home, Inc. Defined Contribution Plan reported $7M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,960 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Lena Pope Home, Inc. Defined Contribution Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#8,960
in Healthcare & Social Assistance (16,916 peers)
-6.7%
assets change YoY

The plan reported a net loss of $504K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lena Pope Home, Inc. Defined Contribution Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lena Pope Home, Inc. Defined Contribution Plan vs every filed plan by assets

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

$7,004,240 48th percentile higher than 48% 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

Lena Pope Home, Inc. Defined Contribution 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. Lena Pope Home, Inc. Defined Contribution Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lena Pope Home, Inc. Defined Contribution Plan reported net income fell from $1M in the plan year 2023 filing to -$504K in the plan year 2024 filing.
  • Lena Pope Home, Inc. Defined Contribution Plan reported participants rose from 92 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • Lena Pope Home, Inc. Defined Contribution Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 756003583 · Lena Pope Home, Inc. PY 2024 · Other

Lena Pope Home, Inc. Defined Contribution Plan · $7M · 101 · 48th

  • RANK $7M
  • PHOTO 101
  • IND 48th
  • EOY Other
  • 5500 near Share Our Selves Corporation 403(b) Plan
  • ASSETS ind #8960

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 →

Lena Pope Home, Inc. Defined Contribution Plan in the asset neighbourhood

Life Care Pastoral Services Tax Sheltered Annuity PlanLife Care Pastoral Services …$7MLena Pope Home, Inc. Defined Contribution PlanLena Pope Home, Inc. Defined…$7MShare Our Selves Corporation 403(b) PlanShare Our Selves Corporation…$7MFall River Health Services 403(b) PlanFall River Health Services 4…$7MThe Luenetta Miller Eoc Retirement Benefit PlanThe Luenetta Miller Eoc Reti…$7M
End-of-year total assets ($M) among Lena Pope Home, Inc. Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$504K
Employer EIN756003583
Plan Effective Date2003-01-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Lena Pope Home, Inc.)

Sponsor-wide plan assets over time

All Lena Pope Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.312022693172416% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.41M $7M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 83 $6M
2023 1 92 $8M
2024 1 101 $7M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Lena Pope Home, Inc. Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Lena Pope Home, Inc. Defined Contribution Plan, Total assets ($B): 0.00700424 · Participants: 101Lena Pope Home, Inc. Defined Contribution PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Lena Pope Home, Inc. Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Lena Pope Home, Inc. Defined Contribution Plan side-by-side with 3 peers →

Lena Pope Home, Inc. Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Share Our Selves Corporation 403(b) Plan in CA ($7M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Lena Pope Home, Inc. Defined Contribution Plan assets move in 2024? ▼
Lena Pope Home, Inc. Defined Contribution Plan pulled back noticeably - down 6.7% during 2024, from $8M to $7M. Reported net income was -$504K.
How have Lena Pope Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lena Pope Home, Inc.'s sponsor-wide assets grew 9.3%, from $6M to $7M.
Which Other plans are similar in size to Lena Pope Home, Inc. Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Share Our Selves Corporation 403(b) Plan in CA ($7M, 159 participants).
Which Other plans cover a similar participant headcount to Lena Pope Home, Inc. Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants, $8M 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 756003583.

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.