401(k) · DOL Form 5500 · 2024
The Post Oak School 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $78,366
- Avg per participant Below avg balance/head
Official DOL plan name: The Post Oak School Retirement Savings Plan · Sponsored by The Post Oak School · Texas · Educational Services
$10M in assets, 129 participants
The Post Oak School's The Post Oak School Retirement Savings Plan reported $10M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #1,405 in Educational Services (3,638 peers)
Coverage in Texas
The Post Oak School Retirement Savings Plan covers 129 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $10M.
- #1,405
- in Educational Services (3,638 peers)
- +12.6%
- assets growth YoY
The Post Oak School Retirement Savings Plan's mid-pack asset rank among Educational Services and all filers
The Post Oak School Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,109,166 Top 44% higher than 56% 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
The Post Oak School Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Post Oak School Retirement Savings Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Post Oak School Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- The Post Oak School Retirement Savings Plan reported participants rose from 119 in the plan year 2023 filing to 129 in the plan year 2024 filing.
- The Post Oak School Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 741486232 · The Post Oak School PY 2024 · 401(k)
The Post Oak School Retirement Savings Plan · $10M · 129 · 56th
- EBSA $10M
- EBSA 129
- EBSA 56th
- EBSA 401(k)
- EBSA near Employee Benefits Leasing, Inc. 401(k) Plan
- EBSA ind #1405
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 Post Oak School Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 741486232 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Post Oak School)
Sponsor-wide plan assets over time
All The Post Oak School plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 30.313967844986028% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $8M |
| 2023 | 1 | 119 | $9M |
| 2024 | 1 | 129 | $10M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
The Post Oak School Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Employee Benefits Leasing, Inc. 401(k) Plan in UT ($10M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Employee Benefits Leasing, Inc. 401(k) Plan (UT) $10M · 277
- Fisher's Technology 401(k) Plan (ID) $10M · 205
- Fortifi Bank 401(k) Plan (WI) $10M · 90
- Bigbee Steel Buildings, Inc. 401(k) Plan (AL) $10M · 87
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Howard's Appliances 401(k) Plan (CA) 129 · 0 off
- Wellframe 401(k) Plan (MA) 129 · 0 off
- Prkk, LLC Retirement Trust (NM) 129 · 0 off
- Lake Doctors Inc. 401(k) Profit Sharing Plan & Trust (FL) 129 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.