Other · DOL Form 5500 · 2023
Parish Episcopal School Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 250
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $144,107
- Avg per participant Near avg balance/head
Official DOL plan name: The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan · Sponsored by Parish Episcopal School · Texas · Educational Services
$36M in assets, 250 participants
Parish Episcopal School's The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan reported $36M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,528 in Educational Services (3,735 peers)
Coverage in Texas
The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan covers 250 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $36M.
- #2,528
- in Educational Services (3,735 peers)
- +13.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan's outsized position by total assets
The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,026,800 Top 18% higher than 82% 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
The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda 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. The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan end-of-year assets rose from $32M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan reported participants rose from 242 in the plan year 2022 filing to 250 in the plan year 2023 filing.
DOL schedule card
Filing strip 751390485 · Parish Episcopal School PY 2023 · Other
The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan · $36M · 250 · 82nd
- PHOTO $36M
- IND 250
- EOY 82nd
- 5500 Other
- ASSETS near The Edison Institute 403(b) Tda Plan
- PCT ind #2528
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 →
The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $4M |
| Employer EIN | 751390485 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Parish Episcopal School)
Sponsor-wide plan assets over time
All Parish Episcopal School plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 26.97247980415432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $32M |
| 2023 | 1 | 250 | $36M |
| 2024 | 1 | 251 | $40M |
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
The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is The Edison Institute 403(b) Tda Plan in MI ($36M); by covered participants it is Boston Ballet 403(b) Retirement Plan in MA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- The Edison Institute 403(b) Tda Plan (MI) $36M · 568
- The Mitchell Hamline School of Law 403(b) Plan (MN) $36M · 217
- Ewtn 403(b) Retirement Savings Plan (AL) $36M · 445
- Lawndale Christian Health Center 403(b) Plan (IL) $36M · 670
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Boston Ballet 403(b) Retirement Plan (MA) 250 · 0 off
- La Jolla Country Day School Defined Contribution Retirement Plan (CA) 250 · 0 off
- San Diego Hebrew Homes 403b Plan (CA) 250 · 0 off
- Lifecare Alliance 403(b) Retirement Plan (OH) 250 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.