Other · DOL Form 5500 · 2023

Lulac Head Start, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
92
Participants Small participant base
33rd
Percentile by assets National rank
$27,497
Avg per participant Low balance/head
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Official DOL plan name: Lulac Head Start, Inc. 403(b) Retirement Plan · Sponsored by Lulac Head Start, Inc. · Connecticut · Educational Services

$3M in assets, 92 participants

Lulac Head Start, Inc.'s Lulac Head Start, Inc. 403(b) Retirement Plan reported $3M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #809 in Educational Services (3,735 peers)

Lulac Head Start, Inc. multi-year trail

Lulac Head Start, Inc.'s plans moved +32.1% in assets from 2022 to 2024; this filing shows Lulac Head Start, Inc. 403(b) Retirement Plan at $3M / 92 participants.

#809
in Educational Services (3,735 peers)
+17.4%
assets growth YoY

Lulac Head Start, Inc. 403(b) Retirement Plan among the smaller filed plans by assets

Lulac Head Start, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$2,529,695 33rd percentile higher than 33% 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

Lulac Head Start, Inc. 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lulac Head Start, Inc. 403(b) Retirement Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lulac Head Start, Inc. 403(b) Retirement Plan reported net income rose from $105K in the plan year 2022 filing to $376K in the plan year 2023 filing.
  • Lulac Head Start, Inc. 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lulac Head Start, Inc. 403(b) Retirement Plan reported participants fell from 96 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222478707 · Lulac Head Start, Inc. PY 2023 · Other

Lulac Head Start, Inc. 403(b) Retirement Plan · $3M · 92 · 33rd

  • NET $3M
  • BOOK 92
  • VS-ST 33rd
  • BOY Other
  • SCH near Tax Deferred Annuity Plan of Postgraduate Center for Mental Health
  • EBSA ind #809

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 Connecticut →

Lulac Head Start, Inc. 403(b) Retirement Plan in the asset neighbourhood

The Learning Tree, Inc. 403(b) PlanThe Learning Tree, Inc. 403(…$3MLulac Head Start, Inc. 403(b) Retirement PlanLulac Head Start, Inc. 403(b…$3MTax Deferred Annuity Plan of Postgraduate Center for Mental HealthTax Deferred Annuity Plan of…$3MSage Memorial Hospital Tax Sheltered AnnuitySage Memorial Hospital Tax S…$3MThe Corporate Source, Inc. 403(b) PlanThe Corporate Source, Inc. 4…$3M
End-of-year total assets ($M) among Lulac Head Start, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lulac Head Start, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lulac Head Start, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 32.06005547038871% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.15M $2.84M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 96 $2M
2023 1 92 $3M
2024 1 101 $3M

Lulac Head Start, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$376K
Employer EIN222478707
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Connecticut

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

Lulac Head Start, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Lulac Head Start, Inc. 403(b) Retirement Plan, Total assets ($B): 0.002529695 · Participants: 92Lulac Head Start, Inc. 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Lulac Head Start, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Lulac Head Start, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Lulac Head Start, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Tax Deferred Annuity Plan of Postgraduate Center for Mental Health in NY ($3M); by covered participants it is Seattle Foundation Defined Contribution Retirement Plan in WA (92 participants). Same-state nearby plans are listed separately above.

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 Lulac Head Start, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Lulac Head Start, Inc. 403(b) Retirement Plan grew sharply - up 17.4% during 2023, from $2M to $3M. Reported net income was $376K.
How have Lulac Head Start, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lulac Head Start, Inc.'s sponsor-wide assets grew 32.1%, from $2M to $3M.
Which Other plans are similar in size to Lulac Head Start, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan of Postgraduate Center for Mental Health in NY ($3M, 434 participants).
Which Other plans cover a similar participant headcount to Lulac Head Start, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Seattle Foundation Defined Contribution Retirement Plan in WA (92 participants, $14M 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 222478707.

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.