Other · DOL Form 5500 · 2022

Episcopal School of Dallas Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
199
Participants Below avg headcount
89th
Percentile by assets National rank
$291,719
Avg per participant High balance/head
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Official DOL plan name: Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan · Sponsored by Episcopal School of Dallas · Texas · Educational Services

$58M in assets, 199 participants

Episcopal School of Dallas's Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan reported $58M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,218 in Educational Services (4,024 peers)

Coverage in Texas

Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan covers 199 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $58M.

#3,218
in Educational Services (4,024 peers)
+5.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan's outsized position by total assets

Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan vs every filed plan by assets

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

$58,052,058 Top 11% higher than 89% 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

Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution 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. Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan sits mid-pack in the medium band (199 participants).

Published 5500 schedule card

Filing strip 751451116 · Episcopal School of Dallas PY 2022 · Other

Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan · $58M · 199 · 89th

  • BOY $58M
  • BOY 199
  • BOY 89th
  • BOY Other
  • BOY near New York City Ballet, Inc 403(b) Plan
  • BOY ind #3218

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 →

Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan in the asset neighbourhood

Northeast College of Health Sciences Retirement PlanNortheast College of Health …$58MEpiscopal School of Dallas 403(b) Amended and Restated Defined Contribution PlanEpiscopal School of Dallas 4…$58MNew York City Ballet, Inc 403(b) PlanNew York City Ballet, Inc 40…$58MThe Wheeler School Defined Contribution Retirement PlanThe Wheeler School Defined C…$58MMassachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity PlanMassachusetts Society for th…$58M
End-of-year total assets ($M) among Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$58M
Net Income$3M
Employer EIN751451116
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Episcopal School of Dallas)

Sponsor-wide plan assets over time

All Episcopal School of Dallas plans reported in each filing year

Latest sponsor-wide plan assets
$69M 18.0907884437103% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $58.1M $68.6M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 199 $58M
2023 1 115 $63M
2024 1 301 $69M

Nearby Other Plans in Texas

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

Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan, Total assets ($B): 0.058052058 · Participants: 199Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution 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
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan side-by-side with 3 peers →

Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is New York City Ballet, Inc 403(b) Plan in NY ($58M); by covered participants it is Seneca Health Services, Inc 403(b) Plan in WV (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan assets move in 2022? ▼
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan grew at a solid clip - up 5.3% during 2022, from $55M to $58M. Reported net income was $3M.
How have Episcopal School of Dallas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal School of Dallas's sponsor-wide assets grew 18.1%, from $58M to $69M.
Where does Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan ranks in the 89th 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 Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is New York City Ballet, Inc 403(b) Plan in NY ($58M, 970 participants).
Which Other plans cover a similar participant headcount to Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Seneca Health Services, Inc 403(b) Plan in WV (199 participants, $7M 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 751451116.

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.