Other · DOL Form 5500 · 2023

Compass Connections Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
3,457
Participants Above avg headcount
65th
Percentile by assets National rank
$3,896
Avg per participant Low balance/head
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Official DOL plan name: Compass Connections 403(b) Retirement Plan · Sponsored by Compass Connections · Texas · Healthcare & Social Assistance

$13M in assets, 3,457 participants

Compass Connections's Compass Connections 403(b) Retirement Plan reported $13M in total assets and 3,457 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,402 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Compass Connections 403(b) Retirement Plan covers 3,457 participants in Texas, 5.0x the typical Texas plan (state average ~688 per filing). Assets: $13M.

#12,402
in Healthcare & Social Assistance (17,684 peers)
$13M
reported net income

Compass Connections 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Compass Connections 403(b) Retirement Plan vs every filed plan by assets

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

$13,468,136 Top 35% higher than 65% 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

Compass Connections 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Connections 403(b) Retirement Plan lands in the large band (3,457 participants).

EBSA filing schedule strip

Filing strip 461394166 · Compass Connections PY 2023 · Other

Compass Connections 403(b) Retirement Plan · $13M · 3,457 · 65th

  • EBSA $13M
  • PART 3,457
  • TYPE 65th
  • NET Other
  • BOOK near Goddard College Defined Contribution Retirement Plan
  • VS-ST ind #12402

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Compass Connections 403(b) Retirement Plan in the asset neighbourhood

National 4-H Council 403(b) PlanNational 4-H Council 403(b) …$13MCompass Connections 403(b) Retirement PlanCompass Connections 403(b) R…$13MGoddard College Defined Contribution Retirement PlanGoddard College Defined Cont…$13MPrep for Prep 403 (B) DC Plan$13MGreater Lynn Senior Services, Inc. Tax Sheltered Annuity PlanGreater Lynn Senior Services…$13M
End-of-year total assets ($M) among Compass Connections 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$13M
Net Income$13M
Employer EIN461394166
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compass Connections)

Sponsor-wide plan assets over time

All Compass Connections plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 20232024 $13.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 3,457 $13M
2024 1 4,150 N/A

Nearby Other Plans in Texas

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

Compass Connections 403(b) Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -10123 Total assets ($B) Participants Compass Connections 403(b) Retirement Plan, Total assets ($B): 0.013468136 · Participants: 3457Compass Connections 403(b) 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
Compass Connections 403(b) Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Compass Connections 403(b) Retirement Plan side-by-side with 3 peers →

Compass Connections 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Goddard College Defined Contribution Retirement Plan in VT ($13M); by covered participants it is Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) in MA (3,457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,457 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

Which Other plans are similar in size to Compass Connections 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Goddard College Defined Contribution Retirement Plan in VT ($13M, 105 participants).
Which Other plans cover a similar participant headcount to Compass Connections 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) in MA (3,457 participants, $335M 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 461394166.

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.