Other · DOL Form 5500 · 2022
June Shelton School and Evaluation Center Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 288
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $112,730
- Avg per participant Below avg balance/head
Official DOL plan name: June Shelton School and Evaluation Center 403(b) DC and Tda Plan · Sponsored by June Shelton School and Evaluation Center · Texas · Educational Services
$32M in assets, 288 participants
June Shelton School and Evaluation Center's June Shelton School and Evaluation Center 403(b) DC and Tda Plan reported $32M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #2,825 in Educational Services (4,024 peers)
Coverage in Texas
June Shelton School and Evaluation Center 403(b) DC and Tda Plan covers 288 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $32M.
- #2,825
- in Educational Services (4,024 peers)
- +13.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
June Shelton School and Evaluation Center 403(b) DC and Tda Plan's outsized position by total assets
June Shelton School and Evaluation Center 403(b) DC and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,466,192 Top 16% higher than 84% 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
June Shelton School and Evaluation Center 403(b) DC and Tda 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. June Shelton School and Evaluation Center 403(b) DC and Tda Plan sits mid-pack in the medium band (288 participants).
Published 5500 schedule card
Filing strip 751507280 · June Shelton School and Evaluation Center PY 2022 · Other
June Shelton School and Evaluation Center 403(b) DC and Tda Plan · $32M · 288 · 84th
- VS-ST $32M
- BOY 288
- SCH 84th
- EBSA Other
- PART near Guideposts Retirement Savings Plan
- TYPE ind #2825
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 →
June Shelton School and Evaluation Center 403(b) DC and Tda Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 751507280 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (June Shelton School and Evaluation Center)
Sponsor-wide plan assets over time
All June Shelton School and Evaluation Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 35.54162126559222% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $32M |
| 2023 | 1 | 295 | $40M |
| 2024 | 1 | 320 | $44M |
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
June Shelton School and Evaluation Center 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Guideposts Retirement Savings Plan in CT ($32M); by covered participants it is Hackley Community Care Center, Inc. 403(b) Plan in MI (288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.
- Hackley Community Care Center, Inc. 403(b) Plan (MI) 288 · 0 off
- Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan (MO) 288 · 0 off
- College of Mount Saint Vincent Defined Contribution Plan (NY) 288 · 0 off
- Shenandoah Valley Medical System Inc. Retirement Plan (WV) 287 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.