Other · DOL Form 5500 · 2024
The Visiting Nurse Association of Texas Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 266
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $66,642
- Avg per participant Below avg balance/head
Official DOL plan name: Vna of Texas 403(b) Retirement Plan · Sponsored by The Visiting Nurse Association of Texas · Texas · Healthcare & Social Assistance
$18M in assets, 266 participants
The Visiting Nurse Association of Texas's Vna of Texas 403(b) Retirement Plan reported $18M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,295 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Vna of Texas 403(b) Retirement Plan covers 266 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $18M.
- #12,295
- in Healthcare & Social Assistance (16,916 peers)
- +3.9%
- assets growth YoY
Vna of Texas 403(b) Retirement Plan's outsized position by total assets
Vna of Texas 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,726,730 Top 32% higher than 68% 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
Vna of Texas 403(b) 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. Vna of Texas 403(b) Retirement Plan sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vna of Texas 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $659K in the plan year 2024 filing.
- Vna of Texas 403(b) Retirement Plan reported participants rose from 251 in the plan year 2023 filing to 266 in the plan year 2024 filing.
- Vna of Texas 403(b) Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 750800692 · The Visiting Nurse Association of Texas PY 2024 · Other
Vna of Texas 403(b) Retirement Plan · $18M · 266 · 68th
- PHOTO $18M
- IND 266
- EOY 68th
- 5500 Other
- ASSETS near Imagine! 403(b) Plan
- PCT ind #12295
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 →
Vna of Texas 403(b) Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $659K |
| Employer EIN | 750800692 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Visiting Nurse Association of Texas)
Sponsor-wide plan assets over time
All The Visiting Nurse Association of Texas plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 21.57563100853347% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $15M |
| 2023 | 1 | 251 | $17M |
| 2024 | 1 | 266 | $18M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Vna of Texas 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Imagine! 403(b) Plan in CO ($18M); by covered participants it is Shattuck-St. Mary's School DC Plan in MN (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Imagine! 403(b) Plan (CO) $18M · 302
- Morehouse College Tax Deferred Annuity Plan (GA) $18M · 270
- Boone Health 403(b) (MO) $18M · 127
- San Diego Blood Bank 403(b) Plan (CA) $18M · 332
Similar participant headcount
Nearest other-state filings by covered participants (266 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.