Other · DOL Form 5500 · 2022

Annunciation Orthodox School Retirement Plan

Data updated 2026-08-11

$22M
Total assets
188
Participants
78th
Percentile by assets
$114,552
Avg per participant
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Official DOL plan name: Annunciation Orthodox School Defined Contribution Retirement Plan · Sponsored by Annunciation Orthodox School · Texas · Educational Services

$22M in assets, 188 participants

Annunciation Orthodox School's Annunciation Orthodox School Defined Contribution Retirement Plan reported $22M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 139,126 plans)
  • #2,528 in Educational Services (4,024 peers)

Coverage in Texas

Annunciation Orthodox School Defined Contribution Retirement Plan covers 188 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $22M.

$22M
total plan assets (2022 EOY)
188
covered participants
78th
percentile by assets (of 139,126 plans)
$114,552
avg assets per participant
State

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Annunciation Orthodox School Defined Contribution Retirement Plan reports 188 participants - about 27% of that state average ($22M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN760276967
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annunciation Orthodox School)

$20M$22M$24M$26M$28M 202220232024 $21.5M $26.9M ▲ +25.0%
Total plan assets by year, all Annunciation Orthodox School plans on file
Year Plans Participants Total Assets
2022 1 188 $22M
2023 1 217 $24M
2024 1 124 $27M

Nearby Other Plans in Texas

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

Annunciation Orthodox School Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants

Annunciation Orthodox School 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 Annunciation Orthodo…Memorial Hermann Hea…The Tax Sheltered An…Baylor College of Me…The Tax Sheltered An…Southwest Research I…
Annunciation Orthodox School Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Annunciation Orthodox School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Annunciation Orthodox School Defined Contribution Retirement Plan assets move in 2022?
Annunciation Orthodox School Defined Contribution Retirement Plan grew at a solid clip - up 11.9% during 2022, from $19M to $22M. Reported net income was $2M.
How have Annunciation Orthodox School plan assets changed over time?
Across 3 plan years on file (2022-2024), Annunciation Orthodox School's sponsor-wide assets grew 25.0%, from $22M to $27M.
Where does Annunciation Orthodox School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Annunciation Orthodox School Defined Contribution Retirement Plan ranks in the 78th 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 Annunciation Orthodox School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Rocky Mountain Human Services Retirement Plan in CO ($22M, 524 participants).

Next read for Annunciation Orthodox School Defined Con…

Filing takeaways

Ways to act on Annunciation Orthodox School Defined Contribution Retirement Plan's numbers.

  • By total assets, Annunciation Orthodox School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
  • Annunciation Orthodox School's sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Educational Services plans