Other · DOL Form 5500 · 2022

Genesys Works Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
112
Participants Small participant base
35th
Percentile by assets National rank
$19,444
Avg per participant Low balance/head
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Official DOL plan name: Genesys Works 403b Retirement Plan · Sponsored by Genesys Works · Texas · Educational Services

$2M in assets, 112 participants

Genesys Works's Genesys Works 403b Retirement Plan reported $2M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #965 in Educational Services (4,024 peers)

Coverage in Texas

Genesys Works 403b Retirement Plan covers 112 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#965
in Educational Services (4,024 peers)
-4.3%
assets change YoY

The plan reported a net loss of $98K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Genesys Works 403b Retirement Plan's mid-pack asset rank among Educational Services and all filers

Genesys Works 403b Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,177,690 35th percentile higher than 35% of 139,123 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 2022

Genesys Works 403b Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Genesys Works 403b Retirement Plan sits mid-pack in the medium band (112 participants).

EBSA filing schedule strip

Filing strip 030440761 · Genesys Works PY 2022 · Other

Genesys Works 403b Retirement Plan · $2M · 112 · 35th

  • SCH $2M
  • EBSA 112
  • PART 35th
  • TYPE Other
  • NET near Preucil School of Music 403(b) Tda Plan
  • BOOK ind #965

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 Educational Services retirement plans → · Plans in Texas →

Genesys Works 403b Retirement Plan in the asset neighbourhood

Genesys Works 403b Retirement PlanGenesys Works 403b Retiremen…$2MPreucil School of Music 403(b) Tda PlanPreucil School of Music 403(…$2M403(b) Thrift Plan for Employees of Downeast Community Partners403(b) Thrift Plan for Emplo…$2MLeague of American Bicyclists 403b PlanLeague of American Bicyclist…$2MPromesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement PlanPromesa Behavioral Health 40…$2M
End-of-year total assets ($M) among Genesys Works 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$98K
Employer EIN030440761
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genesys Works)

Sponsor-wide plan assets over time

All Genesys Works plans reported in each filing year

Latest sponsor-wide plan assets
$4M 78.30141112830569% vs 2022
2024 filing year
$2M$3M$4M$5M 20222024 $2.18M $3.88M ▲ +78.0%
Year Plans Participants Total Assets
2022 1 112 $2M
2024 1 1,022 $4M

Nearby Other Plans in Texas

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

Genesys Works 403b Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Genesys Works 403b Retirement Plan, Total assets ($B): 0.00217769 · Participants: 112Genesys Works 403b Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Genesys Works 403b Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Genesys Works 403b Retirement Plan side-by-side with 3 peers →

Genesys Works 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Preucil School of Music 403(b) Tda Plan in IA ($2M); by covered participants it is City and Country School, Inc. Defined Contribution Retirement Plan in NY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Genesys Works 403b Retirement Plan assets move in 2022? ▼
Genesys Works 403b Retirement Plan edged down modestly - down 4.3% during 2022, from $2M to $2M. Reported net income was -$98K.
How have Genesys Works plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Genesys Works's sponsor-wide assets grew 78.3%, from $2M to $4M.
Which Other plans are similar in size to Genesys Works 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Preucil School of Music 403(b) Tda Plan in IA ($2M, 16 participants).
Which Other plans cover a similar participant headcount to Genesys Works 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is City and Country School, Inc. Defined Contribution Retirement Plan in NY (112 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030440761.

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.