Other · DOL Form 5500 · 2022
Letourneau University Retirement Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 392
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $121,446
- Avg per participant Near avg balance/head
Official DOL plan name: Letourneau University 403(b) Annuity Plan · Sponsored by Letourneau University · Texas · Educational Services
$48M in assets, 392 participants
Letourneau University's Letourneau University 403(b) Annuity Plan reported $48M in total assets and 392 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.
- #3,095 in Educational Services (4,024 peers)
Where Letourneau University 403(b) Annuity Plan sits by assets
Letourneau University 403(b) Annuity Plan sits in the top quartile of all filed plans by assets, $48M for 392 participants (~$121,446/participant), down 16.9% in 2022.
- #3,095
- in Educational Services (4,024 peers)
- -16.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Letourneau University 403(b) Annuity Plan's outsized position by total assets
Letourneau University 403(b) Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$47,606,704 Top 12% higher than 88% 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
Letourneau University 403(b) Annuity 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. Letourneau University 403(b) Annuity Plan sits mid-pack in the medium band (392 participants).
DOL schedule card
Filing strip 751081109 · Letourneau University PY 2022 · Other
Letourneau University 403(b) Annuity Plan · $48M · 392 · 88th
- PHOTO $48M
- IND 392
- EOY 88th
- 5500 Other
- ASSETS near Henry Viscardi School Defined Contribution Plan
- PCT ind #3095
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 →
Letourneau University 403(b) Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$10M |
| Employer EIN | 751081109 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Letourneau University)
Sponsor-wide plan assets over time
All Letourneau University plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 22.131303187887152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 392 | $48M |
| 2023 | 1 | 381 | $54M |
| 2024 | 1 | 383 | $58M |
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
Letourneau University 403(b) Annuity Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Henry Viscardi School Defined Contribution Plan in NY ($48M); by covered participants it is Horace Mann School Retirement and Savings Plan in NY (392 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Henry Viscardi School Defined Contribution Plan (NY) $48M · 179
- Third Sector New England, Inc. 403b DC Plan (MA) $48M · 474
- Colby-Sawyer College DC Retirement Plan (NH) $48M · 277
- The Masters School 403(b) DC Plan (NY) $48M · 281
Similar participant headcount
Nearest other-state filings by covered participants (392 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.