Other · DOL Form 5500 · 2022

Lakehill Preparatory School Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
85
Participants Small participant base
52nd
Percentile by assets National rank
$63,002
Avg per participant Low balance/head
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Official DOL plan name: Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees · Sponsored by Lakehill Preparatory School · Texas · Educational Services

$5M in assets, 85 participants

Lakehill Preparatory School's Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees reported $5M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,459 in Educational Services (4,024 peers)

Lakehill Preparatory School multi-year trail

Lakehill Preparatory School's plans moved +16.2% in assets from 2022 to 2023; this filing shows Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees at $5M / 85 participants.

#1,459
in Educational Services (4,024 peers)
+1.9%
assets growth YoY

Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees's mid-pack asset rank among Educational Services and all filers

Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees vs every filed plan by assets

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

$5,355,193 Top 48% higher than 52% 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

Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees is a small filing (85 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 751366180 · Lakehill Preparatory School PY 2022 · Other

Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees · $5M · 85 · 52nd

  • PCT $5M
  • EIN 85
  • RANK 52nd
  • PHOTO Other
  • IND near Youth Opportunity Center Inc. 403b Retirement Plan
  • EOY ind #1459

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 →

Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees in the asset neighbourhood

Group Tax Sheltered Annuity Plan for Lakehill Preparatory School EmployeesGroup Tax Sheltered Annuity …$5MMidland Care Connection Retirement PlanMidland Care Connection Reti…$5MLifespan, Incorporated Retirement Savings PlanLifespan, Incorporated Retir…$5MVisiting Nurse Association Health Care Services, Inc. 403(b) PlanVisiting Nurse Association H…$5MYouth Opportunity Center Inc. 403b Retirement PlanYouth Opportunity Center Inc…$5M
End-of-year total assets ($M) among Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Lakehill Preparatory School multi-year asset trail

Sponsor-wide plan assets over time

All Lakehill Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.21723063949329% vs 2022
2023 filing year
$5M$5.5M$6M$6.5M 20222023 $5.36M $6.22M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 85 $5M
2023 1 92 $6M

Lakehill Preparatory School filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$102K
Employer EIN751366180
Plan Effective Date1979-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

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

Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees, Total assets ($B): 0.005355193 · Participants: 85Group Tax Sheltered Annuity Plan for Lakehill Preparatory School EmployeesMemorial 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
Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees vs. nearby Other plans in Texas, assets vs. participants
Compare Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees side-by-side with 3 peers →

Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Youth Opportunity Center Inc. 403b Retirement Plan in IN ($5M); by covered participants it is Tarc 403b Retirement Plan in LA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees assets move in 2022? ▼
Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees edged up modestly - up 1.9% during 2022, from $5M to $5M. Reported net income was $102K.
How have Lakehill Preparatory School plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lakehill Preparatory School's sponsor-wide assets grew 16.2%, from $5M to $6M.
Which Other plans are similar in size to Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees? ▼
Among Other plans in other states, the closest by assets is Youth Opportunity Center Inc. 403b Retirement Plan in IN ($5M, 313 participants).
Which Other plans cover a similar participant headcount to Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees? ▼
Among Other plans in other states, the closest by covered participants is Tarc 403b Retirement Plan in LA (85 participants, $4M 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 751366180.

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.