Other · DOL Form 5500 · 2023

Austin College Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
298
Participants Below avg headcount
76th
Percentile by assets National rank
$80,332
Avg per participant Below avg balance/head
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Official DOL plan name: Austin College Tax-Deferred Annuity Plan · Sponsored by Austin College · Texas · Educational Services

$24M in assets, 298 participants

Austin College's Austin College Tax-Deferred Annuity Plan reported $24M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,231 in Educational Services (3,735 peers)

Coverage in Texas

Austin College Tax-Deferred Annuity Plan covers 298 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $24M.

#2,231
in Educational Services (3,735 peers)
+11.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Austin College Tax-Deferred Annuity Plan's outsized position by total assets

Austin College Tax-Deferred Annuity Plan vs every filed plan by assets

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

$23,938,802 Top 24% higher than 76% 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

Austin College Tax-Deferred Annuity 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. Austin College Tax-Deferred Annuity Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Austin College Tax-Deferred Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Austin College Tax-Deferred Annuity Plan reported participants rose from 138 in the plan year 2022 filing to 298 in the plan year 2023 filing.
  • Austin College Tax-Deferred Annuity Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750827409 · Austin College PY 2023 · Other

Austin College Tax-Deferred Annuity Plan · $24M · 298 · 76th

  • IND $24M
  • IND 298
  • IND 76th
  • IND Other
  • IND near Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)
  • IND ind #2231

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 →

Austin College Tax-Deferred Annuity Plan in the asset neighbourhood

Afs-USA 403(b)Plan$24MAustin College Tax-Deferred Annuity PlanAustin College Tax-Deferred …$24MStewart Memorial Community Hospital Internal Revenue Code Section 403(b)Stewart Memorial Community H…$24M403(b) Thrift Plan of New York Road Runners Club, Inc.403(b) Thrift Plan of New Yo…$24MCatalyst Inc. 403(b) Defined Contribution PlanCatalyst Inc. 403(b) Defined…$24M
End-of-year total assets ($M) among Austin College Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN750827409
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Austin College)

Sponsor-wide plan assets over time

All Austin College plans reported in each filing year

Latest sponsor-wide plan assets
$93M 17.75201778941303% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $79.2M $93.3M ▲ +17.8%
Year Plans Participants Total Assets
2022 2 448 $79M
2023 2 607 $87M
2024 2 628 $93M

Nearby Other Plans in Texas

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

Austin College Tax-Deferred Annuity Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Austin College Tax-Deferred Annuity Plan, Total assets ($B): 0.023938802 · Participants: 298Austin College Tax-Deferred Annuity PlanMemorial 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
Austin College Tax-Deferred Annuity Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Austin College Tax-Deferred Annuity Plan side-by-side with 3 peers →

Austin College Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA ($24M); by covered participants it is Georgian Court University Retirement Plan in NJ (298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Austin College Tax-Deferred Annuity Plan assets move in 2023? ▼
Austin College Tax-Deferred Annuity Plan grew at a solid clip - up 11.1% during 2023, from $22M to $24M. Reported net income was $2M.
How have Austin College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Austin College's sponsor-wide assets grew 17.8%, from $79M to $93M.
Where does Austin College Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Austin College Tax-Deferred Annuity Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Austin College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA ($24M, 247 participants).
Which Other plans cover a similar participant headcount to Austin College Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Georgian Court University Retirement Plan in NJ (298 participants, $71M 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 750827409.

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.