Other · DOL Form 5500 · 2023
Letourneau University Retirement Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 381
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $142,379
- Avg per participant Near avg balance/head
Official DOL plan name: Letourneau University 403(b) Annuity Plan · Sponsored by Letourneau University · Texas · Educational Services
$54M in assets, 381 participants
Letourneau University's Letourneau University 403(b) Annuity Plan reported $54M in total assets and 381 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,822 in Educational Services (3,735 peers)
Where Letourneau University 403(b) Annuity Plan sits by assets
Letourneau University 403(b) Annuity Plan sits in the top quartile of all filed plans by assets, $54M for 381 participants (~$142,379/participant), up 13.9% in 2023.
- #2,822
- in Educational Services (3,735 peers)
- +13.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Letourneau University 403(b) Annuity Plan's outsized position by total assets
Letourneau University 403(b) Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$54,246,386 Top 14% higher than 86% 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
Letourneau University 403(b) Annuity 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. Letourneau University 403(b) Annuity Plan sits mid-pack in the medium band (381 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Letourneau University 403(b) Annuity Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Letourneau University 403(b) Annuity Plan end-of-year assets rose from $48M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Letourneau University 403(b) Annuity Plan reported participants fell from 392 in the plan year 2022 filing to 381 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 751081109 · Letourneau University PY 2023 · Other
Letourneau University 403(b) Annuity Plan · $54M · 381 · 86th
- VS-ST $54M
- BOY 381
- SCH 86th
- EBSA Other
- PART near Vermont Energy Investment Corp. Tax Deferred Annuity Plan
- TYPE ind #2822
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 →
Letourneau University 403(b) Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $7M |
| Employer EIN | 751081109 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Letourneau University)
Sponsor-wide plan assets over time
All Letourneau University plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 22.131303187887152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 392 | $48M |
| 2023 | 1 | 381 | $54M |
| 2024 | 1 | 383 | $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
Letourneau University 403(b) Annuity Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Vermont Energy Investment Corp. Tax Deferred Annuity Plan in VT ($54M); by covered participants it is 403(b) Thrift Plan of the Children's Institute of Pittsburgh in PA (381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Vermont Energy Investment Corp. Tax Deferred Annuity Plan (VT) $54M · 322
- Rutgers Preparatory School Defined Contribution Plan (NJ) $54M · 173
- Sagent M&c, LLC 401(k) Plan (PA) $54M · 271
- Family Healthcare Network 403(b) Plan (CA) $54M · 1,462
Similar participant headcount
Nearest other-state filings by covered participants (381 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.