Other · DOL Form 5500 · 2023

Keystone School Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
104
Participants Small participant base
64th
Percentile by assets National rank
$122,267
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keystone School Defined Contribution Retirement Plan · Sponsored by Keystone School · Texas · Educational Services

$13M in assets, 104 participants

Keystone School's Keystone School Defined Contribution Retirement Plan reported $13M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

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

Coverage in Texas

Keystone School Defined Contribution Retirement Plan covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#1,735
in Educational Services (3,735 peers)
-0.1%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Keystone School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Keystone School Defined Contribution Retirement Plan vs every filed plan by assets

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

$12,715,720 Top 36% higher than 64% 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

Keystone School Defined Contribution Retirement 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. Keystone School Defined Contribution Retirement Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keystone School Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$13K in the plan year 2023 filing.
  • Keystone School Defined Contribution Retirement Plan reported participants fell from 108 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741193337 · Keystone School PY 2023 · Other

Keystone School Defined Contribution Retirement Plan · $13M · 104 · 64th

  • BOOK $13M
  • BOOK 104
  • BOOK 64th
  • BOOK Other
  • BOOK near Euphemia L. Haynes Public Charter School, Inc. 403(b) Plan
  • BOOK ind #1735

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 →

Keystone School Defined Contribution Retirement Plan in the asset neighbourhood

Bamsi 403(b) Retirement Plan$13MKeystone School Defined Contribution Retirement PlanKeystone School Defined Cont…$13MEuphemia L. Haynes Public Charter School, Inc. 403(b) PlanEuphemia L. Haynes Public Ch…$13MPennsylvania Academy of the Fine Arts Defined Contribution Retirement PlanPennsylvania Academy of the …$13MCurrey Ingram Academy Retirement PlanCurrey Ingram Academy Retire…$13M
End-of-year total assets ($M) among Keystone School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income-$13K
Employer EIN741193337
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone School)

Sponsor-wide plan assets over time

All Keystone School plans reported in each filing year

Latest sponsor-wide plan assets
$14M 11.837689693647675% vs 2022
2024 filing year
$12.5M$13M$13.5M$14M$14.5M 202220232024 $12.7M $14.2M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 108 $13M
2023 1 104 $13M
2024 1 101 $14M

Nearby Other Plans in Texas

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

Keystone School Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Keystone School Defined Contribution Retirement Plan, Total assets ($B): 0.01271572 · Participants: 104Keystone School Defined Contribution Retirement 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
Keystone School Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Keystone School Defined Contribution Retirement Plan side-by-side with 3 peers →

Keystone School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Euphemia L. Haynes Public Charter School, Inc. 403(b) Plan in DC ($13M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Keystone School Defined Contribution Retirement Plan assets move in 2023? ▼
Keystone School Defined Contribution Retirement Plan held essentially flat - down 0.1% during 2023, from $13M to $13M. Reported net income was -$13K.
How have Keystone School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone School's sponsor-wide assets grew 11.8%, from $13M to $14M.
Which Other plans are similar in size to Keystone School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Euphemia L. Haynes Public Charter School, Inc. 403(b) Plan in DC ($13M, 196 participants).
Which Other plans cover a similar participant headcount to Keystone School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants, $24M 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 741193337.

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.