Other · DOL Form 5500 · 2022
Annunciation Orthodox School Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 188
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $114,552
- Avg per participant Below avg balance/head
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.
- #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.
- #2,528
- in Educational Services (4,024 peers)
- +11.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Annunciation Orthodox School Defined Contribution Retirement Plan's outsized position by total assets
Annunciation Orthodox School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,535,775 Top 22% higher than 78% 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
Annunciation Orthodox 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. Annunciation Orthodox School Defined Contribution Retirement Plan sits mid-pack in the medium band (188 participants).
DOL schedule card
Filing strip 760276967 · Annunciation Orthodox School PY 2022 · Other
Annunciation Orthodox School Defined Contribution Retirement Plan · $22M · 188 · 78th
- EBSA $22M
- EBSA 188
- EBSA 78th
- EBSA Other
- EBSA near Rocky Mountain Human Services Retirement Plan
- EBSA ind #2528
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 →
Annunciation Orthodox School Defined Contribution Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 760276967 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annunciation Orthodox School)
Sponsor-wide plan assets over time
All Annunciation Orthodox School plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 25.00021011549387% vs 2022
- 2024 filing year
| 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.
- 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
Annunciation Orthodox School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Rocky Mountain Human Services Retirement Plan in CO ($22M); by covered participants it is Shorecrest Preparatory School 403(b) DC Plan in FL (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Shorecrest Preparatory School 403(b) DC Plan (FL) 188 · 0 off
- The Haverford School 403(b) Plan (PA) 188 · 0 off
- Friends Academy Defined Contribution Retirement Plan (NY) 188 · 0 off
- The Seven Hills School Retirement Plan (OH) 188 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.