Other · DOL Form 5500 · 2022
The Monarch School, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $35,454
- Avg per participant Low balance/head
Official DOL plan name: The Monarch School 403(b) Retirement Plan · Sponsored by The Monarch School, Inc. · Texas · Educational Services
$3M in assets, 80 participants
The Monarch School, Inc.'s The Monarch School 403(b) Retirement Plan reported $3M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #1,082 in Educational Services (4,024 peers)
What the 2022 filing shows
The Monarch School 403(b) Retirement Plan holds $3M for 80 participants - about $35,454 per participant, in the lower half of filed plans by assets.
- #1,082
- in Educational Services (4,024 peers)
- +6.1%
- assets growth YoY
The Monarch School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Monarch School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,836,350 39th percentile higher than 39% 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
The Monarch School 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Monarch School 403(b) Retirement Plan is a small filing (80 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 760534389 · The Monarch School, Inc. PY 2022 · Other
The Monarch School 403(b) Retirement Plan · $3M · 80 · 39th
- EBSA $3M
- EBSA 80
- EBSA 39th
- EBSA Other
- EBSA near Brookside Import Specialties Profit Sharing Plan
- EBSA ind #1082
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 →
The Monarch School 403(b) Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $162K |
| Employer EIN | 760534389 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
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
The Monarch School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Brookside Import Specialties Profit Sharing Plan in CT ($3M); by covered participants it is George Ade Memorial Healthcare Center Matching Plan in IN (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- George Ade Memorial Healthcare Center Matching Plan (IN) 80 · 0 off
- Wheaton Academy 403(b) DC Plan (IL) 80 · 0 off
- Montgomery Child Care Association 403(b) DC Plan (MD) 80 · 0 off
- Belmont Day School DC Retirement Plan (MA) 80 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.