Other · DOL Form 5500 · 2023
Lakehill Preparatory School Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $67,648
- Avg per participant Below avg balance/head
Official DOL plan name: Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees · Sponsored by Lakehill Preparatory School · Texas · Educational Services
$6M in assets, 92 participants
Lakehill Preparatory School's Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees reported $6M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #1,236 in Educational Services (3,735 peers)
Lakehill Preparatory School multi-year trail
Lakehill Preparatory School's plans moved +16.2% in assets from 2022 to 2023; this filing shows Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees at $6M / 92 participants.
- #1,236
- in Educational Services (3,735 peers)
- +16.2%
- assets growth YoY
Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees's mid-pack asset rank among Educational Services and all filers
Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,223,657 49th percentile higher than 49% 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
Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees reported net income rose from $102K in the plan year 2022 filing to $868K in the plan year 2023 filing.
- Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees reported participants rose from 85 in the plan year 2022 filing to 92 in the plan year 2023 filing.
DOL schedule card
Filing strip 751366180 · Lakehill Preparatory School PY 2023 · Other
Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees · $6M · 92 · 49th
- EOY $6M
- 5500 92
- ASSETS 49th
- PCT Other
- EIN near Brilla College Prep 403(b) Retirement Plan
- RANK ind #1236
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 →
Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees in the asset neighbourhood
Lakehill Preparatory School multi-year asset trail
Sponsor-wide plan assets over time
All Lakehill Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 16.21723063949329% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $5M |
| 2023 | 1 | 92 | $6M |
Lakehill Preparatory School filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $868K |
| Employer EIN | 751366180 |
| Plan Effective Date | 1979-10-01 |
| Filing Status | FILING RECEIVED |
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
Group Tax Sheltered Annuity Plan for Lakehill Preparatory School Employees's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Brilla College Prep 403(b) Retirement Plan in NY ($6M); by covered participants it is Seattle Foundation Defined Contribution Retirement Plan in WA (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
- Seattle Foundation Defined Contribution Retirement Plan (WA) 92 · 0 off
- The Cambridge School of Weston Tda and DC Retirement Plan (MA) 92 · 0 off
- Buffalo Bill Historical Center 403(b) DC Plan (WY) 92 · 0 off
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan (MS) 92 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.