Other · DOL Form 5500 · 2023
Episcopal School of Dallas Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 115
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $546,860
- Avg per participant High balance/head
Official DOL plan name: Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan · Sponsored by Episcopal School of Dallas · Texas · Educational Services
$63M in assets, 115 participants
Episcopal School of Dallas's Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan reported $63M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,913 in Educational Services (3,735 peers)
Coverage in Texas
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan covers 115 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $63M.
- #2,913
- in Educational Services (3,735 peers)
- +8.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan's outsized position by total assets
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,888,849 Top 12% higher than 88% 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
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution 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. Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan reported participants fell from 199 in the plan year 2022 filing to 115 in the plan year 2023 filing.
- Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan end-of-year assets rose from $58M in the plan year 2022 filing to $63M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 751451116 · Episcopal School of Dallas PY 2023 · Other
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan · $63M · 115 · 88th
- TYPE $63M
- TYPE 115
- TYPE 88th
- TYPE Other
- TYPE near Trinity Episcopal School Corporation Tax Deferred Annuity Plan
- TYPE ind #2913
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 →
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $5M |
| Employer EIN | 751451116 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Episcopal School of Dallas)
Sponsor-wide plan assets over time
All Episcopal School of Dallas plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 18.0907884437103% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $58M |
| 2023 | 1 | 115 | $63M |
| 2024 | 1 | 301 | $69M |
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
Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Trinity Episcopal School Corporation Tax Deferred Annuity Plan in NY ($63M); by covered participants it is Nurtury, Inc. 403(b) Plan in MA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Trinity Episcopal School Corporation Tax Deferred Annuity Plan (NY) $63M · 260
- Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) (NY) $63M · 197
- 403(b) Thrift Plan for Employees of Special Service for Groups, Inc. (CA) $63M · 1,946
- Lee University Defined Contribution Retirement Pla (TN) $63M · 776
Similar participant headcount
Nearest other-state filings by covered participants (115 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.