Other · DOL Form 5500 · 2022
Keystone School Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $117,855
- Avg per participant Below avg balance/head
Official DOL plan name: Keystone School Defined Contribution Retirement Plan · Sponsored by Keystone School · Texas · Educational Services
$13M in assets, 108 participants
Keystone School's Keystone School Defined Contribution Retirement Plan reported $13M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #2,086 in Educational Services (4,024 peers)
Coverage in Texas
Keystone School Defined Contribution Retirement Plan covers 108 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $13M.
- #2,086
- in Educational Services (4,024 peers)
- -16.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Keystone School Defined Contribution Retirement Plan's outsized position by total assets
Keystone School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,728,286 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Keystone School 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. Keystone School Defined Contribution Retirement Plan sits mid-pack in the medium band (108 participants).
DOL schedule card
Filing strip 741193337 · Keystone School PY 2022 · Other
Keystone School Defined Contribution Retirement Plan · $13M · 108 · 70th
- NET $13M
- BOOK 108
- VS-ST 70th
- BOY Other
- SCH near Vnu 403(b) Plan
- EBSA ind #2086
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 →
Keystone School Defined Contribution Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 741193337 |
| Plan Effective Date | 1994-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keystone School)
Sponsor-wide plan assets over time
All Keystone School plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 11.837689693647675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $13M |
| 2023 | 1 | 104 | $13M |
| 2024 | 1 | 101 | $14M |
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 $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Keystone School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Vnu 403(b) Plan in IA ($13M); by covered participants it is Rumsey Hall School 403(b) DC Plan in CT (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Vnu 403(b) Plan (IA) $13M · 299
- Employee Benefit Plan of Little City Foundation (IL) $13M · 421
- Lutheran Homes of Oconomowoc Retirement Plan (WI) $13M · 342
- Unison Behavioral Health Group Retirement Plan (OH) $13M · 175
Similar participant headcount
Nearest other-state filings by covered participants (108 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.