Other · DOL Form 5500 · 2023
Alcuin School Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $130,783
- Avg per participant Near avg balance/head
Official DOL plan name: Alcuin School Defined Contribution Retirement Plan · Sponsored by Alcuin School · Texas · Educational Services
$16M in assets, 123 participants
Alcuin School's Alcuin School Defined Contribution Retirement Plan reported $16M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #1,907 in Educational Services (3,735 peers)
Coverage in Texas
Alcuin School Defined Contribution Retirement Plan covers 123 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $16M.
- #1,907
- in Educational Services (3,735 peers)
- +12.0%
- assets growth YoY
Alcuin School Defined Contribution Retirement Plan's outsized position by total assets
Alcuin School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,086,343 Top 31% higher than 69% 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
Alcuin 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. Alcuin School Defined Contribution Retirement Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alcuin School Defined Contribution Retirement Plan reported participants rose from 109 in the plan year 2022 filing to 123 in the plan year 2023 filing.
- Alcuin School Defined Contribution Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Alcuin School Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 751175632 · Alcuin School PY 2023 · Other
Alcuin School Defined Contribution Retirement Plan · $16M · 123 · 69th
- PART $16M
- TYPE 123
- NET 69th
- BOOK Other
- VS-ST near Visions/Services for the Blind and Visually Impaired Retirement Plan
- BOY ind #1907
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 →
Alcuin School Defined Contribution Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 751175632 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alcuin School)
Sponsor-wide plan assets over time
All Alcuin School plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 21.36396293139755% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $14M |
| 2023 | 1 | 123 | $16M |
| 2024 | 1 | 120 | $17M |
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
Alcuin School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Visions/Services for the Blind and Visually Impaired Retirement Plan in NY ($16M); by covered participants it is University School of Jackson 403(b) Retirement Pla in TN (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Visions/Services for the Blind and Visually Impaired Retirement Plan (NY) $16M · 115
- Lower Eastside Service Center Inc Fixed Annuity Retirement Plan (NY) $16M · 157
- Auxiliary Services Corporation of Suny Cortland Defined Contribution Retirement Plan (NY) $16M · 179
- Westside Neighborhood School 403(b) DC Plan (CA) $16M · 150
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- University School of Jackson 403(b) Retirement Pla (TN) 123 · 0 off
- International Institute of New England 403(b) Plan (MA) 123 · 0 off
- Iit Research Institute Employees' Tax Sheltered Annuity Plan (IL) 123 · 0 off
- Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan (MO) 123 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.