401(k)
2024 plan-year 401(k) DOL Form 5500

403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LONE STAR LEGAL AID

This 401(k) plan holds $46M in total assets and serves 363 participants as of 2024. It is sponsored by LONE STAR LEGAL AID in Texas. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$46M
Participants
363
State
Industry
Professional & Technical Services

What the Filing Says About 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID

403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID is a 401(k) retirement plan sponsored by LONE STAR LEGAL AID, headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $46M in total end-of-year assets and covers 363 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 741537787, and the plan has been effective since 1988-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $39M at the beginning of 2024 to $46M at year-end — a gain of 17.8%. Net assets (after liabilities) closed the year at $46M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$39M
Total Assets (End of Year)$46M
Net Assets (End of Year)$46M
Net Income$7M
Plan Type401(k)
Employer EIN741537787
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LONE STAR LEGAL AID)

Year Plans Participants Total Assets
2022 1 408 $33M
2023 1 371 $39M
2024 1 363 $46M

Nearby 401(k) Plans in Texas

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

Frequently Asked Questions

How much money is in the 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID?
As of the 2024 Form 5500 filing, 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID holds $46M in total assets with 363 participants. It is sponsored by LONE STAR LEGAL AID.
What type of plan is 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID?
403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID is a 401(k) plan. It has been effective since 1988-05-01. The plan is filed with the U.S. Department of Labor under EIN 741537787.
Who sponsors the 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID?
403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID is sponsored by LONE STAR LEGAL AID, located in Texas. The sponsor's EIN is 741537787 and the plan operates in the Professional & Technical Services industry.
How did 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID perform in 2024?
403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID grew by 17.8% during 2024, moving from $39M to $46M in total assets. Net income was $7M.
Where can I find official filings for 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID?
Official Form 5500 filings for 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 741537787 or plan name at efast.dol.gov.
How does 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID compare to other plans?
You can compare 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 741537787.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.