Other · DOL Form 5500 · 2022

Presbyterian School Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
213
Participants Below avg headcount
73rd
Percentile by assets National rank
$70,679
Avg per participant Below avg balance/head
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Official DOL plan name: Presbyterian School 403(b) Plan · Sponsored by Presbyterian School · Texas · Educational Services

$15M in assets, 213 participants

Presbyterian School's Presbyterian School 403(b) Plan reported $15M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,221 in Educational Services (4,024 peers)

Coverage in Texas

Presbyterian School 403(b) Plan covers 213 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#2,221
in Educational Services (4,024 peers)
-14.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Presbyterian School 403(b) Plan's outsized position by total assets

Presbyterian School 403(b) Plan vs every filed plan by assets

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

$15,054,610 Top 27% higher than 73% 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

Presbyterian School 403(b) 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. Presbyterian School 403(b) Plan sits mid-pack in the medium band (213 participants).

EBSA filing schedule strip

Filing strip 760282995 · Presbyterian School PY 2022 · Other

Presbyterian School 403(b) Plan · $15M · 213 · 73rd

  • 5500 $15M
  • ASSETS 213
  • PCT 73rd
  • EIN Other
  • RANK near Jordan Valley Community Health Center Retirement Plan
  • PHOTO ind #2221

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 →

Presbyterian School 403(b) Plan in the asset neighbourhood

Cerebral Palsy Research Foundation of Kansas, Inc. Tax Deferred Annuity PlanCerebral Palsy Research Foun…$15MFraunhofer USA 403(b) Plan$15MJordan Valley Community Health Center Retirement PlanJordan Valley Community Heal…$15MPresbyterian School 403(b) PlanPresbyterian School 403(b) P…$15MCommunity Health Center of Cape Cod 403(b) PlanCommunity Health Center of C…$15M
End-of-year total assets ($M) among Presbyterian School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN760282995
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Presbyterian School)

Sponsor-wide plan assets over time

All Presbyterian School plans reported in each filing year

Latest sponsor-wide plan assets
$22M 47.93117855593735% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.1M $22.3M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 213 $15M
2023 1 149 $19M
2024 1 147 $22M

Nearby Other Plans in Texas

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

Presbyterian School 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Presbyterian School 403(b) Plan, Total assets ($B): 0.01505461 · Participants: 213Presbyterian School 403(b) 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
Presbyterian School 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants

Presbyterian School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Jordan Valley Community Health Center Retirement Plan in MO ($15M); by covered participants it is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants). Same-state nearby plans are listed separately above.

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 Presbyterian School 403(b) Plan assets move in 2022?
Presbyterian School 403(b) Plan pulled back noticeably - down 14.6% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Presbyterian School plan assets changed over time?
Across 3 plan years on file (2022-2024), Presbyterian School's sponsor-wide assets grew 47.9%, from $15M to $22M.
Which Other plans are similar in size to Presbyterian School 403(b) Plan?
Among Other plans in other states, the closest by assets is Jordan Valley Community Health Center Retirement Plan in MO ($15M, 587 participants).
Which Other plans cover a similar participant headcount to Presbyterian School 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants, $11M in assets).