Other · DOL Form 5500 · 2023
The Center for Pursuit Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 235
- Participants Below avg headcount
- 29th
- Percentile by assets National rank
- $7,231
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of the Center for Pursuit · Sponsored by The Center for Pursuit · Texas · Other Services
$2M in assets, 235 participants
The Center for Pursuit's 403(b) Thrift Plan for Employees of the Center for Pursuit reported $2M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,216 in Other Services (7,857 peers)
Coverage in Texas
403(b) Thrift Plan for Employees of the Center for Pursuit covers 235 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $2M.
- #4,216
- in Other Services (7,857 peers)
- +48.4%
- assets growth YoY
403(b) Thrift Plan for Employees of the Center for Pursuit among the smaller filed plans by assets
403(b) Thrift Plan for Employees of the Center for Pursuit vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,699,171 29th percentile higher than 29% 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
403(b) Thrift Plan for Employees of the Center for Pursuit 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. 403(b) Thrift Plan for Employees of the Center for Pursuit sits mid-pack in the medium band (235 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of the Center for Pursuit reported net income rose from $174K in the plan year 2022 filing to $554K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of the Center for Pursuit end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 741272417 · The Center for Pursuit PY 2023 · Other
403(b) Thrift Plan for Employees of the Center for Pursuit · $2M · 235 · 29th
- IND $2M
- IND 235
- IND 29th
- IND Other
- IND near Oregon Shakespeare Festival Association Matching Retirement Plan & Trust
- IND ind #4216
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 Other Services retirement plans → · Plans in Texas →
403(b) Thrift Plan for Employees of the Center for Pursuit in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $554K |
| Employer EIN | 741272417 |
| Plan Effective Date | 2019-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Center for Pursuit)
Sponsor-wide plan assets over time
All The Center for Pursuit plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 47.14530359316205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 291 | $3M |
| 2023 | 2 | 277 | $4M |
| 2024 | 1 | 278 | $2M |
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
403(b) Thrift Plan for Employees of the Center for Pursuit's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Oregon Shakespeare Festival Association Matching Retirement Plan & Trust in OR ($2M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (235 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (235 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.