Other · DOL Form 5500 · 2022

Lowell Observatory Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
128
Participants Small participant base
82nd
Percentile by assets National rank
$216,381
Avg per participant Above avg balance/head
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Official DOL plan name: Lowell Observatory 403(b) Retirement Annuity Plan · Sponsored by Lowell Observatory · Arizona · Professional & Technical Services

$28M in assets, 128 participants

Lowell Observatory's Lowell Observatory 403(b) Retirement Annuity Plan reported $28M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,759 in Professional & Technical Services (21,562 peers)

Coverage in Arizona

Lowell Observatory 403(b) Retirement Annuity Plan covers 128 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $28M.

#17,759
in Professional & Technical Services (21,562 peers)
-11.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lowell Observatory 403(b) Retirement Annuity Plan's outsized position by total assets

Lowell Observatory 403(b) Retirement Annuity Plan vs every filed plan by assets

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

$27,696,779 Top 18% higher than 82% 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

Lowell Observatory 403(b) Retirement 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. Lowell Observatory 403(b) Retirement Annuity Plan sits mid-pack in the medium band (128 participants).

Plan-year Form 5500 strip

Filing strip 860098918 · Lowell Observatory PY 2022 · Other

Lowell Observatory 403(b) Retirement Annuity Plan · $28M · 128 · 82nd

  • ASSETS $28M
  • PCT 128
  • EIN 82nd
  • RANK Other
  • PHOTO near New London Hospital Association, Inc. 403(b) Plan
  • IND ind #17759

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Lowell Observatory 403(b) Retirement Annuity Plan in the asset neighbourhood

New London Hospital Association, Inc. 403(b) PlanNew London Hospital Associat…$28MLowell Observatory 403(b) Retirement Annuity PlanLowell Observatory 403(b) Re…$28MSt. Mary's Episcopal School Defined Contribution Retirement PlanSt. Mary's Episcopal School …$28MSouth Shore Mental Health Center, Inc. Tax Sheltered Ann. PlanSouth Shore Mental Health Ce…$28MSocial Science Research Council DC Retirement PlanSocial Science Research Coun…$28M
End-of-year total assets ($M) among Lowell Observatory 403(b) Retirement Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN860098918
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lowell Observatory)

Sponsor-wide plan assets over time

All Lowell Observatory plans reported in each filing year

Latest sponsor-wide plan assets
$37M 33.861132372107235% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.7M $37.1M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 128 $28M
2023 1 150 $33M
2024 1 130 $37M

Nearby Other Plans in Arizona

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

Lowell Observatory 403(b) Retirement Annuity Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Lowell Observatory 403(b) Retirement Annuity Plan, Total assets ($M): 27.696779 · Participants: 128Lowell Observatory 403(b) Retirement Annuity PlanHonorhealth 403(b) Retirement Security Plan, Total assets ($M): 872.849758 · Participants: 12089Honorhealth 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($M): 256.355567 · Participants: 7538Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($M): 145.966125 · Participants: 10133Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($M): 120.093399 · Participants: 1633El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($M): 91.232835 · Participants: 1954Kingman Regional Medical Center Employee Retirement Plan
Lowell Observatory 403(b) Retirement Annuity Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Lowell Observatory 403(b) Retirement Annuity Plan side-by-side with 3 peers →

Lowell Observatory 403(b) Retirement Annuity Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is New London Hospital Association, Inc. 403(b) Plan in NH ($28M); by covered participants it is Apartment Life 403(b) Retirement Plan in TX (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Lowell Observatory 403(b) Retirement Annuity Plan assets move in 2022? ▼
Lowell Observatory 403(b) Retirement Annuity Plan pulled back noticeably - down 11.8% during 2022, from $31M to $28M. Reported net income was -$4M.
How have Lowell Observatory plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowell Observatory's sponsor-wide assets grew 33.9%, from $28M to $37M.
Where does Lowell Observatory 403(b) Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
Lowell Observatory 403(b) Retirement Annuity Plan ranks in the 82nd 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 Lowell Observatory 403(b) Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by assets is New London Hospital Association, Inc. 403(b) Plan in NH ($28M, 544 participants).
Which Other plans cover a similar participant headcount to Lowell Observatory 403(b) Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Apartment Life 403(b) Retirement Plan in TX (128 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 860098918.

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.