Other · DOL Form 5500 · 2023

The Kinkaid School, Inc. Retirement Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
313
Participants Below avg headcount
89th
Percentile by assets National rank
$245,955
Avg per participant Above avg balance/head
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Official DOL plan name: The Kinkaid School 403(b) Plan · Sponsored by The Kinkaid School, Inc. · Texas · Educational Services

$77M in assets, 313 participants

The Kinkaid School, Inc.'s The Kinkaid School 403(b) Plan reported $77M in total assets and 313 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,026 in Educational Services (3,735 peers)

Coverage in Texas

The Kinkaid School 403(b) Plan covers 313 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $77M.

#3,026
in Educational Services (3,735 peers)
+11.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Kinkaid School 403(b) Plan's outsized position by total assets

The Kinkaid School 403(b) Plan vs every filed plan by assets

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

$76,983,950 Top 11% higher than 89% 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

The Kinkaid School 403(b) 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. The Kinkaid School 403(b) Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Kinkaid School 403(b) Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Kinkaid School 403(b) Plan end-of-year assets rose from $69M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • The Kinkaid School 403(b) Plan reported participants rose from 304 in the plan year 2022 filing to 313 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760295523 · The Kinkaid School, Inc. PY 2023 · Other

The Kinkaid School 403(b) Plan · $77M · 313 · 89th

  • TYPE $77M
  • TYPE 313
  • TYPE 89th
  • TYPE Other
  • TYPE near Morehouse College Defined Contribution Plan
  • TYPE ind #3026

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 →

The Kinkaid School 403(b) Plan in the asset neighbourhood

The Kinkaid School 403(b) PlanThe Kinkaid School 403(b) Pl…$77MMorehouse College Defined Contribution PlanMorehouse College Defined Co…$77MOaklawn Tax Sheltered Annuity PlanOaklawn Tax Sheltered Annuit…$77MFroedtert South, Inc. Matched 403(b) Retirement Savings PlanFroedtert South, Inc. Matche…$77MDameron Hospital Association 403(b) Retirement PlanDameron Hospital Association…$77M
End-of-year total assets ($M) among The Kinkaid School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$77M
Net Income$8M
Employer EIN760295523
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Kinkaid School, Inc.)

Sponsor-wide plan assets over time

All The Kinkaid School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 20.57645931216828% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.2M $83.4M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 304 $69M
2023 1 313 $77M
2024 1 357 $83M

Nearby Other Plans in Texas

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

The Kinkaid School 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants The Kinkaid School 403(b) Plan, Total assets ($B): 0.07698395 · Participants: 313The Kinkaid School 403(b) 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
The Kinkaid School 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants
Compare The Kinkaid School 403(b) Plan side-by-side with 3 peers →

The Kinkaid School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Morehouse College Defined Contribution Plan in GA ($77M); by covered participants it is Bestcare Treatment Services, Inc. 403(b) Plan in OR (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 The Kinkaid School 403(b) Plan assets move in 2023? ▼
The Kinkaid School 403(b) Plan grew at a solid clip - up 11.3% during 2023, from $69M to $77M. Reported net income was $8M.
How have The Kinkaid School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kinkaid School, Inc.'s sponsor-wide assets grew 20.6%, from $69M to $83M.
Where does The Kinkaid School 403(b) Plan rank by assets among Form 5500 filers? ▼
The Kinkaid School 403(b) Plan ranks in the 89th 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 The Kinkaid School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Morehouse College Defined Contribution Plan in GA ($77M, 701 participants).
Which Other plans cover a similar participant headcount to The Kinkaid School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Bestcare Treatment Services, Inc. 403(b) Plan in OR (313 participants, $5M 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 760295523.

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.