401(k) · DOL Form 5500 · 2024
Lone Star Circle of Care 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 692
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $42,549
- Avg per participant Low balance/head
Official DOL plan name: Lone Star Circle of Care 403(b) Employees' Retirement Plan · Sponsored by Lone Star Circle of Care · Texas · Healthcare & Social Assistance
$29M in assets, 692 participants
Lone Star Circle of Care's Lone Star Circle of Care 403(b) Employees' Retirement Plan reported $29M in total assets and 692 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,604 in Healthcare & Social Assistance (16,916 peers)
Where Lone Star Circle of Care 403(b) Employees' Retirement Plan sits by assets
Lone Star Circle of Care 403(b) Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 692 participants (~$42,549/participant), up 11.7% in 2024.
- #13,604
- in Healthcare & Social Assistance (16,916 peers)
- +11.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lone Star Circle of Care 403(b) Employees' Retirement Plan's outsized position by total assets
Lone Star Circle of Care 403(b) Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,443,590 Top 23% higher than 77% 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
Lone Star Circle of Care 403(b) Employees' Retirement 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. Lone Star Circle of Care 403(b) Employees' Retirement Plan sits mid-pack in the medium band (692 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lone Star Circle of Care 403(b) Employees' Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Lone Star Circle of Care 403(b) Employees' Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Lone Star Circle of Care 403(b) Employees' Retirement Plan reported participants rose from 676 in the plan year 2023 filing to 692 in the plan year 2024 filing.
DOL schedule card
Filing strip 743001674 · Lone Star Circle of Care PY 2024 · 401(k)
Lone Star Circle of Care 403(b) Employees' Retirement Plan · $29M · 692 · 77th
- EIN $29M
- EIN 692
- EIN 77th
- EIN 401(k)
- EIN near W.W. Wood Products, Inc. 401(k) Plan
- EIN ind #13604
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 →
Lone Star Circle of Care 403(b) Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 743001674 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lone Star Circle of Care)
Sponsor-wide plan assets over time
All Lone Star Circle of Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 38.176819610005936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 701 | $21M |
| 2023 | 1 | 676 | $26M |
| 2024 | 1 | 692 | $29M |
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
Lone Star Circle of Care 403(b) Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is W.W. Wood Products, Inc. 401(k) Plan in MO ($29M); by covered participants it is Intermountain Farmers Association Salary Investment Plan and Trust in UT (692 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (692 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.