401(k) · DOL Form 5500 · 2023

The Post Oak School 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
119
Participants Small participant base
56th
Percentile by assets National rank
$75,453
Avg per participant Below avg balance/head
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Official DOL plan name: The Post Oak School Retirement Savings Plan · Sponsored by The Post Oak School · Texas · Educational Services

$9M in assets, 119 participants

The Post Oak School's The Post Oak School Retirement Savings Plan reported $9M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,472 in Educational Services (3,735 peers)

Coverage in Texas

The Post Oak School Retirement Savings Plan covers 119 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#1,472
in Educational Services (3,735 peers)
+15.7%
assets growth YoY

The Post Oak School Retirement Savings Plan's mid-pack asset rank among Educational Services and all filers

The Post Oak School Retirement Savings Plan vs every filed plan by assets

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

$8,978,894 Top 44% higher than 56% 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

The Post Oak School Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Post Oak School Retirement Savings Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Post Oak School Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Post Oak School Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Post Oak School Retirement Savings Plan reported participants rose from 117 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741486232 · The Post Oak School PY 2023 · 401(k)

The Post Oak School Retirement Savings Plan · $9M · 119 · 56th

  • VS-ST $9M
  • VS-ST 119
  • VS-ST 56th
  • VS-ST 401(k)
  • VS-ST near Oakland Hills Country Club Non Union Retirement Plan
  • VS-ST ind #1472

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 Post Oak School Retirement Savings Plan in the asset neighbourhood

The Post Oak School Retirement Savings PlanThe Post Oak School Retireme…$9MOakland Hills Country Club Non Union Retirement PlanOakland Hills Country Club N…$9MSparton Technology Corp. 401(k) Profit Sharing PlanSparton Technology Corp. 401…$9MAero Energy Retirement and Profit Sharing PlanAero Energy Retirement and P…$9MStampede Meat, Inc. Employee Savings PlanStampede Meat, Inc. Employee…$9M
End-of-year total assets ($M) among The Post Oak School Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN741486232
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Post Oak School)

Sponsor-wide plan assets over time

All The Post Oak School plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.313967844986028% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.76M $10.1M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 117 $8M
2023 1 119 $9M
2024 1 129 $10M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Post Oak School Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Post Oak School Retirement Savings Plan, Total assets ($B): 0.008978894 · Participants: 119The Post Oak School Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Post Oak School Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Post Oak School Retirement Savings Plan side-by-side with 3 peers →

The Post Oak School Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Oakland Hills Country Club Non Union Retirement Plan in MI ($9M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

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 The Post Oak School Retirement Savings Plan assets move in 2023? ▼
The Post Oak School Retirement Savings Plan grew sharply - up 15.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have The Post Oak School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Post Oak School's sponsor-wide assets grew 30.3%, from $8M to $10M.
Which 401(k) plans are similar in size to The Post Oak School Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oakland Hills Country Club Non Union Retirement Plan in MI ($9M, 88 participants).
Which 401(k) plans cover a similar participant headcount to The Post Oak School Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 741486232.

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.