Other · DOL Form 5500 · 2024

Lifegift Organ Donation Center Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
422
Participants Below avg headcount
78th
Percentile by assets National rank
$74,434
Avg per participant Below avg balance/head
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Official DOL plan name: Lifegift Organ Donation Center Tax Sheltered Annuity Plan · Sponsored by Lifegift Organ Donation Center · Texas · Healthcare & Social Assistance

$31M in assets, 422 participants

Lifegift Organ Donation Center's Lifegift Organ Donation Center Tax Sheltered Annuity Plan reported $31M in total assets and 422 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,760 in Healthcare & Social Assistance (16,916 peers)

Where Lifegift Organ Donation Center Tax Sheltered Annuity Plan sits by assets

Lifegift Organ Donation Center Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $31M for 422 participants (~$74,434/participant), up 22.5% in 2024.

#13,760
in Healthcare & Social Assistance (16,916 peers)
+22.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lifegift Organ Donation Center Tax Sheltered Annuity Plan's outsized position by total assets

Lifegift Organ Donation Center Tax Sheltered Annuity Plan vs every filed plan by assets

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

$31,411,218 Top 22% higher than 78% 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

Lifegift Organ Donation Center Tax Sheltered Annuity 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. Lifegift Organ Donation Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (422 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lifegift Organ Donation Center Tax Sheltered Annuity Plan end-of-year assets rose from $26M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Lifegift Organ Donation Center Tax Sheltered Annuity Plan reported participants rose from 363 in the plan year 2023 filing to 422 in the plan year 2024 filing.
  • Lifegift Organ Donation Center Tax Sheltered Annuity Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760231238 · Lifegift Organ Donation Center PY 2024 · Other

Lifegift Organ Donation Center Tax Sheltered Annuity Plan · $31M · 422 · 78th

  • PCT $31M
  • EIN 422
  • RANK 78th
  • PHOTO Other
  • IND near Katherine Delmar Burke School DC and Tda 403(b) Plans
  • EOY ind #13760

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 →

Lifegift Organ Donation Center Tax Sheltered Annuity Plan in the asset neighbourhood

Talbert House 403(b) Plan$31MLifegift Organ Donation Center Tax Sheltered Annuity PlanLifegift Organ Donation Cent…$31MKatherine Delmar Burke School DC and Tda 403(b) PlansKatherine Delmar Burke Schoo…$31MRegenstrief Institute, Inc. Defined Contribution Retirement PlanRegenstrief Institute, Inc. …$31MAmerican Dental Education Association 403(b) Retirement Savings PlanAmerican Dental Education As…$31M
End-of-year total assets ($M) among Lifegift Organ Donation Center Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN760231238
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifegift Organ Donation Center)

Sponsor-wide plan assets over time

All Lifegift Organ Donation Center plans reported in each filing year

Latest sponsor-wide plan assets
$44M 63.99716597734061% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27.1M $44.4M ▲ +64.0%
Year Plans Participants Total Assets
2022 2 723 $27M
2023 2 694 $36M
2024 2 861 $44M

Nearby Other Plans in Texas

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

Lifegift Organ Donation Center Tax Sheltered Annuity Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Lifegift Organ Donation Center Tax Sheltered Annuity Plan, Total assets ($B): 0.031411218 · Participants: 422Lifegift Organ Donation Center Tax Sheltered Annuity 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
Lifegift Organ Donation Center Tax Sheltered Annuity Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Lifegift Organ Donation Center Tax Sheltered Annuity Plan side-by-side with 3 peers →

Lifegift Organ Donation Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Katherine Delmar Burke School DC and Tda 403(b) Plans in CA ($31M); by covered participants it is S.J. Louis Construction, Inc. Retirement Savings Plan in MN (422 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (422 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 Lifegift Organ Donation Center Tax Sheltered Annuity Plan assets move in 2024? ▼
Lifegift Organ Donation Center Tax Sheltered Annuity Plan grew sharply - up 22.5% during 2024, from $26M to $31M. Reported net income was $6M.
How have Lifegift Organ Donation Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifegift Organ Donation Center's sponsor-wide assets grew 64.0%, from $27M to $44M.
Where does Lifegift Organ Donation Center Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Lifegift Organ Donation Center Tax Sheltered Annuity Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lifegift Organ Donation Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Katherine Delmar Burke School DC and Tda 403(b) Plans in CA ($31M, 107 participants).
Which Other plans cover a similar participant headcount to Lifegift Organ Donation Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is S.J. Louis Construction, Inc. Retirement Savings Plan in MN (422 participants, $14M 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 760231238.

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.