Other · DOL Form 5500 · 2023

St. Andrews Episcopal School Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
161
Participants Small participant base
79th
Percentile by assets National rank
$184,232
Avg per participant Above avg balance/head
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Official DOL plan name: St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan · Sponsored by St. Andrews Episcopal School · Texas · Educational Services

$30M in assets, 161 participants

St. Andrews Episcopal School's St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan reported $30M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,388 in Educational Services (3,735 peers)

Coverage in Texas

St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan covers 161 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $30M.

#2,388
in Educational Services (3,735 peers)
+11.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan's outsized position by total assets

St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan vs every filed plan by assets

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

$29,661,398 Top 21% higher than 79% 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

St. Andrews Episcopal School Tax Sheltered Annuity 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. St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan reported participants fell from 172 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 746003626 · St. Andrews Episcopal School PY 2023 · Other

St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan · $30M · 161 · 79th

  • PART $30M
  • TYPE 161
  • NET 79th
  • BOOK Other
  • VS-ST near Eagle Hill Foundation Inc. 403(b) Plan
  • BOY ind #2388

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 →

St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan in the asset neighbourhood

Pacific Northwest University of Health Sciences 403(b) Retirement PlanPacific Northwest University…$30MSt. Andrews Episcopal School Tax Sheltered Annuity Retirement PlanSt. Andrews Episcopal School…$30MEagle Hill Foundation Inc. 403(b) PlanEagle Hill Foundation Inc. 4…$30MArmy West Point Athletic Association 403(b) DC PlanArmy West Point Athletic Ass…$30MSolomon Schechter Day School Defined Contribution Retirement PlanSolomon Schechter Day School…$30M
End-of-year total assets ($M) among St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN746003626
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Andrews Episcopal School)

Sponsor-wide plan assets over time

All St. Andrews Episcopal School plans reported in each filing year

Latest sponsor-wide plan assets
$33M 23.484259213801025% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.6M $32.8M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 172 $27M
2023 1 161 $30M
2024 1 170 $33M

Nearby Other Plans in Texas

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

St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan, Total assets ($B): 0.029661398 · Participants: 161St. Andrews Episcopal School Tax Sheltered Annuity 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
St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan side-by-side with 3 peers →

St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Eagle Hill Foundation Inc. 403(b) Plan in CT ($30M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan assets move in 2023? ▼
St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan grew at a solid clip - up 11.7% during 2023, from $27M to $30M. Reported net income was $3M.
How have St. Andrews Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Andrews Episcopal School's sponsor-wide assets grew 23.5%, from $27M to $33M.
Where does St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan rank by assets among Form 5500 filers? ▼
St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan ranks in the 79th 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 St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Eagle Hill Foundation Inc. 403(b) Plan in CT ($30M, 115 participants).
Which Other plans cover a similar participant headcount to St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Windward School Defined Contribution Retirement Plan in CA (161 participants, $43M 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 746003626.

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.