Other · DOL Form 5500 · 2022
June Shelton School and Evaluation Center Retirement Plan
Data updated 2026-08-11
- $32M
- Total assets
- 288
- Participants
- 84th
- Percentile by assets
- $112,730
- Avg per participant
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.
- 84th percentile by assets (of 139,126 plans)
- #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.
- $32M
- total plan assets (2022 EOY)
- 288
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $112,730
- avg assets per participant
Where June Shelton School and Evaluation Center 403(b) DC and Tda Plan sits 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
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. June Shelton School and Evaluation Center 403(b) DC and Tda Plan reports 288 participants - about 42% of that state average ($32M EOY assets).
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)
| 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.
June Shelton School and Evaluation Center 403(b) DC and Tda Plan vs. nearby Other plans in Texas, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to June Shelton School and Evaluation Center 403(b) DC and Tda Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on June Shelton School and Evaluation Center 403(b) DC and Tda Plan's numbers.
- By total assets, June Shelton School and Evaluation Center 403(b) DC and Tda 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
- June Shelton School and Evaluation Center's sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Educational Services plans