Other · DOL Form 5500 · 2023
Presbyterian School Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $126,521
- Avg per participant Near avg balance/head
Official DOL plan name: Presbyterian School 403(b) Plan · Sponsored by Presbyterian School · Texas · Educational Services
$19M in assets, 149 participants
Presbyterian School's Presbyterian School 403(b) Plan reported $19M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,035 in Educational Services (3,735 peers)
Coverage in Texas
Presbyterian School 403(b) Plan covers 149 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $19M.
- #2,035
- in Educational Services (3,735 peers)
- +25.2%
- assets growth YoY
Presbyterian School 403(b) Plan's outsized position by total assets
Presbyterian School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,851,634 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Presbyterian School 403(b) 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. Presbyterian School 403(b) Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Presbyterian School 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Presbyterian School 403(b) Plan reported participants fell from 213 in the plan year 2022 filing to 149 in the plan year 2023 filing.
- Presbyterian School 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 760282995 · Presbyterian School PY 2023 · Other
Presbyterian School 403(b) Plan · $19M · 149 · 72nd
- ASSETS $19M
- ASSETS 149
- ASSETS 72nd
- ASSETS Other
- ASSETS near Givens 403(b) Matching Retirement Plan
- ASSETS ind #2035
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 →
Presbyterian School 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 760282995 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian School)
Sponsor-wide plan assets over time
All Presbyterian School plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 47.93117855593735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $15M |
| 2023 | 1 | 149 | $19M |
| 2024 | 1 | 147 | $22M |
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 $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Presbyterian School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Givens 403(b) Matching Retirement Plan in NC ($19M); by covered participants it is Evergreen Homes 403b Plan in PA (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Evergreen Homes 403b Plan (PA) 149 · 0 off
- Area Agency on Aging Region 9 Inc. 403(b) Plan (OH) 149 · 0 off
- Old Colony Hospice, Inc. 403(b) Plan (MA) 149 · 0 off
- The Legal Aid Society of Cleveland Retirement Savings Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.