Other · DOL Form 5500 · 2024
Greater Texas Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $222,506
- Avg per participant Above avg balance/head
Official DOL plan name: Greater Texas Foundation, Inc. Retirement Plan and Trust · Sponsored by Greater Texas Foundation, Inc. · Texas · Other Services
$2M in assets, 9 participants
Greater Texas Foundation, Inc.'s Greater Texas Foundation, Inc. Retirement Plan and Trust reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,166 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Greater Texas Foundation, Inc. Retirement Plan and Trust ranks #4,166 of 7,719 2024 filers by assets (1002% of the sector average)-$2M for 9 participants.
- #4,166
- in Other Services (7,719 peers)
- +23.0%
- assets growth YoY
Greater Texas Foundation, Inc. Retirement Plan and Trust among the smaller filed plans by assets
Greater Texas Foundation, Inc. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,002,550 29th percentile higher than 29% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Greater Texas Foundation, Inc. Retirement Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greater Texas Foundation, Inc. Retirement Plan and Trust is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Greater Texas Foundation, Inc. Retirement Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Greater Texas Foundation, Inc. Retirement Plan and Trust reported net income rose from $348K in the plan year 2023 filing to $374K in the plan year 2024 filing.
DOL schedule card
Filing strip 742158821 · Greater Texas Foundation, Inc. PY 2024 · Other
Greater Texas Foundation, Inc. Retirement Plan and Trust · $2M · 9 · 29th
- PART $2M
- PART 9
- PART 29th
- PART Other
- PART near 401(k) Profit Sharing Plan for Employees of the Arc of Anchorage
- PART ind #4166
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 Other Services retirement plans → · Plans in Texas →
Greater Texas Foundation, Inc. Retirement Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $374K |
| Employer EIN | 742158821 |
| Plan Effective Date | 2007-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greater Texas Foundation, Inc.)
Sponsor-wide plan assets over time
All Greater Texas Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 56.42929845652468% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $1M |
| 2023 | 1 | 9 | $2M |
| 2024 | 1 | 9 | $2M |
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 $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Greater Texas Foundation, Inc. Retirement Plan and Trust's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is 401(k) Profit Sharing Plan for Employees of the Arc of Anchorage in AK ($2M); by covered participants it is The American Society for Psychical Research Inc in NY (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.