Other · DOL Form 5500 · 2023

Lowell Observatory Retirement Plan

Data updated 2026-08-11

$33M
Total assets
150
Participants
80th
Percentile by assets
$219,972
Avg per participant
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Official DOL plan name: Lowell Observatory 403(b) Retirement Annuity Plan · Sponsored by Lowell Observatory · Arizona · Professional & Technical Services

$33M in assets, 150 participants

Lowell Observatory's Lowell Observatory 403(b) Retirement Annuity Plan reported $33M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 127,072 plans)
  • #16,477 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Lowell Observatory 403(b) Retirement Annuity Plan covers 150 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $33M.

$33M
total plan assets (2023 EOY)
150
covered participants
80th
percentile by assets (of 127,072 plans)
$219,972
avg assets per participant

Where Lowell Observatory 403(b) Retirement Annuity Plan sits by total assets

Lowell Observatory 403(b) Retirement Annuity Plan vs every filed plan by assets

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

$32,995,770 Top 20% higher than 80% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lowell Observatory 403(b) Retirement Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lowell Observatory 403(b) Retirement Annuity Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Lowell Observatory 403(b) Retirement Annuity Plan reported participants rose from 128 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Arizona
Industry
Professional & Technical Services

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Lowell Observatory 403(b) Retirement Annuity Plan reports 150 participants - about 27% of that state average ($33M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN860098918
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lowell Observatory)

$25M$30M$35M$40M 202220232024 $27.7M $37.1M ▲ +33.9%
Total plan assets by year, all Lowell Observatory plans on file
Year Plans Participants Total Assets
2022 1 128 $28M
2023 1 150 $33M
2024 1 130 $37M

Nearby Other Plans in Arizona

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

Lowell Observatory 403(b) Retirement Annuity Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Lowell Observatory 4…, Total assets ($B): 0.03299577 · Participants: 150Lowell Observatory 4…Honor Health 403(b) …, Total assets ($B): 1.023668486 · Participants: 13597Honor Health 403(b) …Operating Engineers …, Total assets ($B): 0.291333345 · Participants: 7670Operating Engineers …Banner Health Employ…, Total assets ($B): 0.163501548 · Participants: 11018Banner Health Employ…El Rio Santa Cruz Ne…, Total assets ($B): 0.149956482 · Participants: 1887El Rio Santa Cruz Ne…Kingman Regional Med…, Total assets ($B): 0.107432825 · Participants: 1914Kingman Regional Med…
Lowell Observatory 403(b) Retirement Annuity Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Lowell Observatory 403(b) Retirement Ann… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lowell Observatory 403(b) Retirement Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Lowell Observatory 403(b) Retirement Annuity Plan assets move in 2023? ▼
Lowell Observatory 403(b) Retirement Annuity Plan grew sharply - up 19.1% during 2023, from $28M to $33M. Reported net income was $5M.
How have Lowell Observatory plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowell Observatory's sponsor-wide assets grew 33.9%, from $28M to $37M.
Where does Lowell Observatory 403(b) Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
Lowell Observatory 403(b) Retirement Annuity Plan ranks in the 80th 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 Lowell Observatory 403(b) Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Nicholas H. Noyes Tax Sheltered Savings Plan in NY ($33M, 491 participants).

Next read for Lowell Observatory 403(b) Retirement Ann…

Filing takeaways

Ways to act on Lowell Observatory 403(b) Retirement Annuity Plan's numbers.

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 860098918.

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.