Other · DOL Form 5500 · 2023
Southwest Christian School, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 205
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $30,860
- Avg per participant Low balance/head
Official DOL plan name: Southwest Christian School 403(b) Plan · Sponsored by Southwest Christian School, Inc. · Texas · Educational Services
$6M in assets, 205 participants
Southwest Christian School, Inc.'s Southwest Christian School 403(b) Plan reported $6M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #1,251 in Educational Services (3,735 peers)
Coverage in Texas
Southwest Christian School 403(b) Plan covers 205 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $6M.
- #1,251
- in Educational Services (3,735 peers)
- +15.4%
- assets growth YoY
Southwest Christian School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Southwest Christian School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,326,304 49th percentile higher than 49% 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
Southwest Christian 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. Southwest Christian School 403(b) Plan sits mid-pack in the medium band (205 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest Christian School 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Southwest Christian School 403(b) Plan reported participants rose from 182 in the plan year 2022 filing to 205 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 751305937 · Southwest Christian School, Inc. PY 2023 · Other
Southwest Christian School 403(b) Plan · $6M · 205 · 49th
- BOY $6M
- SCH 205
- EBSA 49th
- PART Other
- TYPE near City Parks Foundation 403(b) Retirement Plan
- NET ind #1251
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 →
Southwest Christian School 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $847K |
| Employer EIN | 751305937 |
| Plan Effective Date | 2005-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Christian School, Inc.)
Sponsor-wide plan assets over time
All Southwest Christian School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 33.61783192835957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $5M |
| 2023 | 1 | 205 | $6M |
| 2024 | 1 | 213 | $7M |
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
Southwest Christian School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is City Parks Foundation 403(b) Retirement Plan in NY ($6M); by covered participants it is Bath Community Hospital Employees 403(b) Retirement Plan in VA (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
- Bath Community Hospital Employees 403(b) Retirement Plan (VA) 205 · 0 off
- United Way of Central Maryland, Inc. Section 403(b) Retirement Savings Plan (MD) 205 · 0 off
- Centre Care, Inc. Savings and Retirement Plan (PA) 205 · 0 off
- Community Memorial Healthcare Inc. Tax Deferred Annuity Plan (KS) 205 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.