401(k) · DOL Form 5500 · 2024
Big Brothers Big Sisters Lone 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $93,559
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star · Sponsored by Big Brothers Big Sisters Lone · Texas · Healthcare & Social Assistance
$6M in assets, 64 participants
Big Brothers Big Sisters Lone's 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star reported $6M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,317 in Healthcare & Social Assistance (16,916 peers)
Big Brothers Big Sisters Lone multi-year trail
Big Brothers Big Sisters Lone's plans moved +41.0% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star at $6M / 64 participants.
- #8,317
- in Healthcare & Social Assistance (16,916 peers)
- +21.6%
- assets growth YoY
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,987,794 45th percentile higher than 45% 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
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star reported net income rose from $678K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star reported participants rose from 62 in the plan year 2023 filing to 64 in the plan year 2024 filing.
DOL schedule card
Filing strip 750800632 · Big Brothers Big Sisters Lone PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star · $6M · 64 · 45th
- VS-ST $6M
- BOY 64
- SCH 45th
- EBSA 401(k)
- PART near Precision Ladders, LLC 401(k) Profit Sharing Plan
- TYPE ind #8317
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 →
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star in the asset neighbourhood
Big Brothers Big Sisters Lone multi-year asset trail
Sponsor-wide plan assets over time
All Big Brothers Big Sisters Lone plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 41.03877168622269% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $4M |
| 2023 | 1 | 62 | $5M |
| 2024 | 1 | 64 | $6M |
Big Brothers Big Sisters Lone filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 750800632 |
| Plan Effective Date | 1992-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
403(b) Thrift Plan for Employees of Big Brothers Big Sisters Lone Star's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Precision Ladders, LLC 401(k) Profit Sharing Plan in TN ($6M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (64 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.