Other · DOL Form 5500 · 2023
June Shelton School and Evaluation Center Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 295
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $137,282
- Avg per participant Near avg balance/head
Official DOL plan name: June Shelton School and Evaluation Center 403(b) DC and Tda Plan · Sponsored by June Shelton School and Evaluation Center · Texas · Educational Services
$40M in assets, 295 participants
June Shelton School and Evaluation Center's June Shelton School and Evaluation Center 403(b) DC and Tda Plan reported $40M in total assets and 295 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,608 in Educational Services (3,735 peers)
Coverage in Texas
June Shelton School and Evaluation Center 403(b) DC and Tda Plan covers 295 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $40M.
- #2,608
- in Educational Services (3,735 peers)
- +24.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
June Shelton School and Evaluation Center 403(b) DC and Tda Plan's outsized position by total assets
June Shelton School and Evaluation Center 403(b) DC and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,498,322 Top 17% higher than 83% 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
June Shelton School and Evaluation Center 403(b) DC and Tda 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. June Shelton School and Evaluation Center 403(b) DC and Tda Plan sits mid-pack in the medium band (295 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- June Shelton School and Evaluation Center 403(b) DC and Tda Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- June Shelton School and Evaluation Center 403(b) DC and Tda Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- June Shelton School and Evaluation Center 403(b) DC and Tda Plan reported participants rose from 288 in the plan year 2022 filing to 295 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 751507280 · June Shelton School and Evaluation Center PY 2023 · Other
June Shelton School and Evaluation Center 403(b) DC and Tda Plan · $40M · 295 · 83rd
- EBSA $40M
- PART 295
- TYPE 83rd
- NET Other
- BOOK near IBEW Local 325 Annuity Fund
- VS-ST ind #2608
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 →
June Shelton School and Evaluation Center 403(b) DC and Tda Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $8M |
| Employer EIN | 751507280 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (June Shelton School and Evaluation Center)
Sponsor-wide plan assets over time
All June Shelton School and Evaluation Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 35.54162126559222% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $32M |
| 2023 | 1 | 295 | $40M |
| 2024 | 1 | 320 | $44M |
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
June Shelton School and Evaluation Center 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is IBEW Local 325 Annuity Fund in NY ($40M); by covered participants it is 403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc. in IL (295 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- IBEW Local 325 Annuity Fund (NY) $40M · 382
- Oklahoma State University Foundation 403(b) Retirement Plan (OK) $41M · 180
- Cleveland Institute of Music Retirement Plan (OH) $40M · 130
- Capital Hospice 403(b) Retirement Plan (VA) $40M · 613
Similar participant headcount
Nearest other-state filings by covered participants (295 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.