Other · DOL Form 5500 · 2022

St. Andrews Episcopal School Retirement Plan

Data updated 2026-08-11

$27M
Total assets
172
Participants
81st
Percentile by assets
$154,423
Avg per participant
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Official DOL plan name: St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan · Sponsored by St. Andrews Episcopal School · Texas · Educational Services

$27M in assets, 172 participants

St. Andrews Episcopal School's St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan reported $27M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #2,678 in Educational Services (4,024 peers)

Coverage in Texas

St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan covers 172 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $27M.

$27M
total plan assets (2022 EOY)
172
covered participants
81st
percentile by assets (of 139,126 plans)
$154,423
avg assets per participant

Where St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan sits by total assets

St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan vs every filed plan by assets

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

$26,560,808 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Educational Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan reports 172 participants - about 25% of that state average ($27M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN746003626
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Andrews Episcopal School)

$24M$26M$28M$30M$32M$34M 202220232024 $26.6M $32.8M ▲ +23.5%
Total plan assets by year, all St. Andrews Episcopal School plans on file
Year Plans Participants Total Assets
2022 1 172 $27M
2023 1 161 $30M
2024 1 170 $33M

Nearby Other Plans in Texas

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

St. Andrews Episcopal School Tax Sheltered Annuity 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 ($B) Participants St. Andrews Episcopa…, Total assets ($B): 0.026560808 · Participants: 172St. Andrews Episcopa…Memorial Hermann Hea…, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Hea…The Tax Sheltered An…, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered An…Baylor College of Me…, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Me…The Tax Sheltered An…, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered An…Southwest Research I…, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research I…
St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare St. Andrews Episcopal School Tax Shelter… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan assets move in 2022? ▼
St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan grew at a solid clip - up 11.5% during 2022, from $24M to $27M. Reported net income was $3M.
How have St. Andrews Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Andrews Episcopal School's sponsor-wide assets grew 23.5%, from $27M to $33M.
Where does St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan rank by assets among Form 5500 filers? ▼
St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan ranks in the 81st 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 St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Memorial Health Care Systems Tax Deferred Annuity Plan in NE ($27M, 259 participants).

Next read for St. Andrews Episcopal School Tax Shelter…

Filing takeaways

Ways to act on St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan's numbers.

  • By total assets, St. Andrews Episcopal School Tax Sheltered Annuity 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
  • St. Andrews Episcopal School's sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Educational Services plans

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 746003626.

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.