Other · DOL Form 5500 · 2022

Our Lady of the Lake University of San Antonio Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
892
Participants Near avg headcount
88th
Percentile by assets National rank
$58,617
Avg per participant Low balance/head
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Official DOL plan name: Our Lady of the Lake University Defined Contribution Retirement Plan · Sponsored by Our Lady of the Lake University of San Antonio · Texas · Educational Services

$52M in assets, 892 participants

Our Lady of the Lake University of San Antonio's Our Lady of the Lake University Defined Contribution Retirement Plan reported $52M in total assets and 892 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,155 in Educational Services (4,024 peers)

Where Our Lady of the Lake University Defined Contribution Retirement Plan sits by assets

Our Lady of the Lake University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 892 participants (~$58,617/participant), down 17.5% in 2022.

#3,155
in Educational Services (4,024 peers)
-17.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Our Lady of the Lake University Defined Contribution Retirement Plan's outsized position by total assets

Our Lady of the Lake University Defined Contribution Retirement Plan vs every filed plan by assets

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

$52,286,572 Top 12% higher than 88% 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

Our Lady of the Lake University Defined Contribution 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. Our Lady of the Lake University Defined Contribution Retirement Plan sits mid-pack in the medium band (892 participants).

EBSA filing schedule strip

Filing strip 741109631 · Our Lady of the Lake University of San Antonio PY 2022 · Other

Our Lady of the Lake University Defined Contribution Retirement Plan · $52M · 892 · 88th

  • VS-ST $52M
  • VS-ST 892
  • VS-ST 88th
  • VS-ST Other
  • VS-ST near Marietta Health Care Physicians, Inc. 403(b) Plan
  • VS-ST ind #3155

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 →

Our Lady of the Lake University Defined Contribution Retirement Plan in the asset neighbourhood

Dordt University Defined Contribution Retirement PlanDordt University Defined Con…$52MThe Rivers School Defined Contribution Retirement PlanThe Rivers School Defined Co…$52MOur Lady of the Lake University Defined Contribution Retirement PlanOur Lady of the Lake Univers…$52MMarietta Health Care Physicians, Inc. 403(b) PlanMarietta Health Care Physici…$52MTax Deferred Annuity Plan of Visiting NurseTax Deferred Annuity Plan of…$52M
End-of-year total assets ($M) among Our Lady of the Lake University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$52M
Net Income-$11M
Employer EIN741109631
Plan Effective Date1973-12-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Our Lady of the Lake University of San Antonio)

Sponsor-wide plan assets over time

All Our Lady of the Lake University of San Antonio plans reported in each filing year

Latest sponsor-wide plan assets
$58M 11.790486092681693% vs 2022
2024 filing year
$50M$52M$54M$56M$58M$60M 202220232024 $52.3M $58.5M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 892 $52M
2023 1 871 $57M
2024 1 892 $58M

Nearby Other Plans in Texas

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

Our Lady of the Lake University Defined Contribution 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 ($B) Participants Our Lady of the Lake University Defined Contribution Retirement Plan, Total assets ($B): 0.052286572 · Participants: 892Our Lady of the Lake University Defined Contribution 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
Our Lady of the Lake University Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants

Our Lady of the Lake University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Marietta Health Care Physicians, Inc. 403(b) Plan in OH ($52M); by covered participants it is Uniontown Hospital Tax Sheltered Annuity Plan in PA (892 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (892 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 Our Lady of the Lake University Defined Contribution Retirement Plan assets move in 2022? ▼
Our Lady of the Lake University Defined Contribution Retirement Plan declined sharply - down 17.5% during 2022, from $63M to $52M. Reported net income was -$11M.
How have Our Lady of the Lake University of San Antonio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Our Lady of the Lake University of San Antonio's sponsor-wide assets grew 11.8%, from $52M to $58M.
Where does Our Lady of the Lake University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Our Lady of the Lake University Defined Contribution Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Our Lady of the Lake University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Marietta Health Care Physicians, Inc. 403(b) Plan in OH ($52M, 309 participants).
Which Other plans cover a similar participant headcount to Our Lady of the Lake University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Uniontown Hospital Tax Sheltered Annuity Plan in PA (892 participants, N/A in assets).