Other · DOL Form 5500 · 2023

Annunciation Orthodox School Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
217
Participants Below avg headcount
76th
Percentile by assets National rank
$110,367
Avg per participant Below avg balance/head
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Official DOL plan name: Annunciation Orthodox School Defined Contribution Retirement Plan · Sponsored by Annunciation Orthodox School · Texas · Educational Services

$24M in assets, 217 participants

Annunciation Orthodox School's Annunciation Orthodox School Defined Contribution Retirement Plan reported $24M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,232 in Educational Services (3,735 peers)

Coverage in Texas

Annunciation Orthodox School Defined Contribution Retirement Plan covers 217 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $24M.

#2,232
in Educational Services (3,735 peers)
+11.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Annunciation Orthodox School Defined Contribution Retirement Plan's outsized position by total assets

Annunciation Orthodox School Defined Contribution Retirement Plan vs every filed plan by assets

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

$23,949,564 Top 24% higher than 76% 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

Annunciation Orthodox School Defined Contribution Retirement 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. Annunciation Orthodox School Defined Contribution Retirement Plan sits mid-pack in the medium band (217 participants).

Form 5500 schedule snapshot

Filing strip 760276967 · Annunciation Orthodox School PY 2023 · Other

Annunciation Orthodox School Defined Contribution Retirement Plan · $24M · 217 · 76th

  • IND $24M
  • EOY 217
  • 5500 76th
  • ASSETS Other
  • PCT near Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)
  • EIN ind #2232

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 →

Annunciation Orthodox School Defined Contribution Retirement Plan in the asset neighbourhood

Afs-USA 403(b)Plan$24MAnnunciation Orthodox School Defined Contribution Retirement PlanAnnunciation Orthodox School…$24MStewart Memorial Community Hospital Internal Revenue Code Section 403(b)Stewart Memorial Community H…$24M403(b) Thrift Plan of New York Road Runners Club, Inc.403(b) Thrift Plan of New Yo…$24MCatalyst Inc. 403(b) Defined Contribution PlanCatalyst Inc. 403(b) Defined…$24M
End-of-year total assets ($M) among Annunciation Orthodox School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN760276967
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annunciation Orthodox School)

Sponsor-wide plan assets over time

All Annunciation Orthodox School plans reported in each filing year

Latest sponsor-wide plan assets
$27M 25.00021011549387% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.5M $26.9M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 188 $22M
2023 1 217 $24M
2024 1 124 $27M

Nearby Other Plans in Texas

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

Annunciation Orthodox School Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Annunciation Orthodox School Defined Contribution Retirement Plan, Total assets ($B): 0.023949564 · Participants: 217Annunciation Orthodox School Defined Contribution 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
Annunciation Orthodox School Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Annunciation Orthodox School Defined Contribution Retirement Plan side-by-side with 3 peers →

Annunciation Orthodox School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA ($24M); by covered participants it is The Boston Home, Inc. Retirement Savings Plan in MA (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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

How did Annunciation Orthodox School Defined Contribution Retirement Plan assets move in 2023? ▼
Annunciation Orthodox School Defined Contribution Retirement Plan grew at a solid clip - up 11.2% during 2023, from $22M to $24M. Reported net income was $2M.
How have Annunciation Orthodox School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Annunciation Orthodox School's sponsor-wide assets grew 25.0%, from $22M to $27M.
Where does Annunciation Orthodox School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Annunciation Orthodox School Defined Contribution Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Annunciation Orthodox School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA ($24M, 247 participants).
Which Other plans cover a similar participant headcount to Annunciation Orthodox School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Boston Home, Inc. Retirement Savings Plan in MA (217 participants, $8M 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 760276967.

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.