Other · DOL Form 5500 · 2023
Our Lady of the Lake University of San Antonio Retirement Plan
Data updated 2026-08-11
- $57M
- Total assets
- 871
- Participants
- 87th
- Percentile by assets
- $66,012
- Avg per participant
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.
- 87th percentile by assets (of 127,072 plans)
- #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.
- $57M
- total plan assets (2023 EOY)
- 871
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $66,012
- avg assets per participant
Where Our Lady of the Lake University Defined Contribution Retirement Plan sits 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
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.
Our Lady of the Lake University Defined Contribution Retirement Plan vs the 2023 asset distribution
By assets, Our Lady of the Lake University Defined Contribution Retirement Plan outranks 87% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
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)
| 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.
Our Lady of the Lake University Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Our Lady of the Lake University Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Our Lady of the Lake University Defined Contribution Retirement Plan assets move in 2023? ▼
How have Our Lady of the Lake University of San Antonio plan assets changed over time? ▼
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Ways to act on Our Lady of the Lake University Defined Contribution Retirement Plan's numbers.
- By total assets, Our Lady of the Lake University Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Our Lady of the Lake University of San Antonio's sponsor-wide assets have grown 11.8% since 2022 across 3 plan years on file. More Educational Services plans