Other · DOL Form 5500 · 2023
Our Lady of the Lake University of San Antonio Retirement Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 871
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $66,012
- Avg per participant Below avg balance/head
Official DOL plan name: Our Lady of the Lake University Defined Contribution Retirement Plan · Sponsored by Our Lady of the Lake University of San Antonio · Texas · Educational Services
$57M in assets, 871 participants
Our Lady of the Lake University of San Antonio's Our Lady of the Lake University Defined Contribution Retirement Plan reported $57M in total assets and 871 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,855 in Educational Services (3,735 peers)
Where Our Lady of the Lake University Defined Contribution Retirement Plan sits by assets
Our Lady of the Lake University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $57M for 871 participants (~$66,012/participant), up 10.0% in 2023.
- #2,855
- in Educational Services (3,735 peers)
- +10.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Our Lady of the Lake University Defined Contribution Retirement Plan's outsized position by total assets
Our Lady of the Lake University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,496,161 Top 13% higher than 87% 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
Our Lady of the Lake University 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. Our Lady of the Lake University Defined Contribution Retirement Plan sits mid-pack in the medium band (871 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Our Lady of the Lake University Defined Contribution Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Our Lady of the Lake University Defined Contribution Retirement Plan end-of-year assets rose from $52M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Our Lady of the Lake University Defined Contribution Retirement Plan reported participants fell from 892 in the plan year 2022 filing to 871 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 741109631 · Our Lady of the Lake University of San Antonio PY 2023 · Other
Our Lady of the Lake University Defined Contribution Retirement Plan · $57M · 871 · 87th
- VS-ST $57M
- VS-ST 871
- VS-ST 87th
- VS-ST Other
- VS-ST near Oregon Episcopal School Defined Contribution Retirement Plan
- VS-ST ind #2855
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 →
Our Lady of the Lake University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $5M |
| Employer EIN | 741109631 |
| Plan Effective Date | 1973-12-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Our Lady of the Lake University of San Antonio)
Sponsor-wide plan assets over time
All Our Lady of the Lake University of San Antonio plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 11.790486092681693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 892 | $52M |
| 2023 | 1 | 871 | $57M |
| 2024 | 1 | 892 | $58M |
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
Our Lady of the Lake University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Oregon Episcopal School Defined Contribution Retirement Plan in OR ($57M); by covered participants it is Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan in HI (871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (871 participants); asset peers above are excluded.
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan (HI) 871 · 0 off
- Vista Community Clinic Tax Deferred Annuity Plan (CA) 871 · 0 off
- Miami Jewish Health Systems Retirement Plan (FL) 873 · 2 off
- Acds 403(b) Plan (NY) 873 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.