Other · DOL Form 5500 · 2023

Greater Texas Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
28th
Percentile by assets National rank
$180,926
Avg per participant Above avg balance/head
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Official DOL plan name: Greater Texas Foundation, Inc. Retirement Plan and Trust · Sponsored by Greater Texas Foundation, Inc. · Texas · Other Services

$2M in assets, 9 participants

Greater Texas Foundation, Inc.'s Greater Texas Foundation, Inc. Retirement Plan and Trust reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,178 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Greater Texas Foundation, Inc. Retirement Plan and Trust ranks #4,178 of 7,857 2023 filers by assets (1233% of the sector average)-$2M for 9 participants.

#4,178
in Other Services (7,857 peers)
+27.2%
assets growth YoY

Greater Texas Foundation, Inc. Retirement Plan and Trust among the smaller filed plans by assets

Greater Texas Foundation, Inc. Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,628,332 28th percentile higher than 28% of 127,068 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 2023

Greater Texas Foundation, Inc. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greater Texas Foundation, Inc. Retirement Plan and Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Greater Texas Foundation, Inc. Retirement Plan and Trust reported net income rose from -$83K in the plan year 2022 filing to $348K in the plan year 2023 filing.
  • Greater Texas Foundation, Inc. Retirement Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Greater Texas Foundation, Inc. Retirement Plan and Trust reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742158821 · Greater Texas Foundation, Inc. PY 2023 · Other

Greater Texas Foundation, Inc. Retirement Plan and Trust · $2M · 9 · 28th

  • EIN $2M
  • EIN 9
  • EIN 28th
  • EIN Other
  • EIN near Kelly Grotte Psp 2023
  • EIN ind #4178

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 Other Services retirement plans → · Plans in Texas →

Greater Texas Foundation, Inc. Retirement Plan and Trust in the asset neighbourhood

John Ronan Architect LLC Profit Sharing PlanJohn Ronan Architect LLC Pro…$2MGreater Texas Foundation, Inc. Retirement Plan and TrustGreater Texas Foundation, In…$2MKelly Grotte Psp 2023$2M403(b) Thrift Plan for the the Pennsylvania Society for Prevention of Cruel403(b) Thrift Plan for the t…$2MEarly Learning Coalition Pntsa Plan Type 403 (B)Early Learning Coalition Pnt…$2M
End-of-year total assets ($M) among Greater Texas Foundation, Inc. Retirement Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$348K
Employer EIN742158821
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Greater Texas Foundation, Inc.)

Sponsor-wide plan assets over time

All Greater Texas Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 56.42929845652468% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.28M $2M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 9 $2M
2024 1 9 $2M

Nearby Other Plans in Texas

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

Greater Texas Foundation, Inc. Retirement Plan and Trust vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Greater Texas Foundation, Inc. Retirement Plan and Trust, Total assets ($B): 0.001628332 · Participants: 9Greater Texas Foundation, Inc. Retirement Plan and TrustMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Greater Texas Foundation, Inc. Retirement Plan and Trust vs. nearby Other plans in Texas, assets vs. participants
Compare Greater Texas Foundation, Inc. Retirement Plan and Trust side-by-side with 3 peers →

Greater Texas Foundation, Inc. Retirement Plan and Trust's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Kelly Grotte Psp 2023 in ND ($2M); by covered participants it is Collective Legal Services, the Eviction Defense Center, a Nonprofit Law Corp in CA (9 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Greater Texas Foundation, Inc. Retirement Plan and Trust assets move in 2023? ▼
Greater Texas Foundation, Inc. Retirement Plan and Trust grew sharply - up 27.2% during 2023, from $1M to $2M. Reported net income was $348K.
How have Greater Texas Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Greater Texas Foundation, Inc.'s sponsor-wide assets grew 56.4%, from $1M to $2M.
Which Other plans are similar in size to Greater Texas Foundation, Inc. Retirement Plan and Trust? ▼
Among Other plans in other states, the closest by assets is Kelly Grotte Psp 2023 in ND ($2M, 2 participants).
Which Other plans cover a similar participant headcount to Greater Texas Foundation, Inc. Retirement Plan and Trust? ▼
Among Other plans in other states, the closest by covered participants is Collective Legal Services, the Eviction Defense Center, a Nonprofit Law Corp in CA (9 participants, $909K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742158821.

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.