Other · DOL Form 5500 · 2024

Presbyterian School Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
147
Participants Small participant base
72nd
Percentile by assets National rank
$151,500
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Presbyterian School 403(b) Plan · Sponsored by Presbyterian School · Texas · Educational Services

$22M in assets, 147 participants

Presbyterian School's Presbyterian School 403(b) Plan reported $22M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,019 in Educational Services (3,638 peers)

Coverage in Texas

Presbyterian School 403(b) Plan covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#2,019
in Educational Services (3,638 peers)
+18.1%
assets growth YoY

Presbyterian School 403(b) Plan's outsized position by total assets

Presbyterian School 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,270,462 Top 28% higher than 72% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Presbyterian School 403(b) 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. Presbyterian School 403(b) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Presbyterian School 403(b) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Presbyterian School 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Presbyterian School 403(b) Plan reported participants fell from 149 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760282995 · Presbyterian School PY 2024 · Other

Presbyterian School 403(b) Plan · $22M · 147 · 72nd

  • PCT $22M
  • EIN 147
  • RANK 72nd
  • PHOTO Other
  • IND near Community Support Services, Inc. Defined Contribution Plan
  • EOY ind #2019

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 →

Presbyterian School 403(b) Plan in the asset neighbourhood

Community Support Services, Inc. Defined Contribution PlanCommunity Support Services, …$22MEventide 403(b) Tax Deferred Savings PlanEventide 403(b) Tax Deferred…$22MBuilding Blocks Developmental Pre School, Inc. 403(b) PlanBuilding Blocks Developmenta…$22MPresbyterian School 403(b) PlanPresbyterian School 403(b) P…$22MConnecticut Community Care, Inc. 403(b) Savings PlanConnecticut Community Care, …$22M
End-of-year total assets ($M) among Presbyterian School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN760282995
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Presbyterian School)

Sponsor-wide plan assets over time

All Presbyterian School plans reported in each filing year

Latest sponsor-wide plan assets
$22M 47.93117855593735% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.1M $22.3M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 213 $15M
2023 1 149 $19M
2024 1 147 $22M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Presbyterian School 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Presbyterian School 403(b) Plan, Total assets ($B): 0.022270462 · Participants: 147Presbyterian School 403(b) PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Presbyterian School 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants

Presbyterian School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Community Support Services, Inc. Defined Contribution Plan in MD ($22M); by covered participants it is Lawrence Academy Retirement Plan in MA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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.

Frequently Asked Questions

How did Presbyterian School 403(b) Plan assets move in 2024?
Presbyterian School 403(b) Plan grew sharply - up 18.1% during 2024, from $19M to $22M. Reported net income was $3M.
How have Presbyterian School plan assets changed over time?
Across 3 plan years on file (2022-2024), Presbyterian School's sponsor-wide assets grew 47.9%, from $15M to $22M.
Which Other plans are similar in size to Presbyterian School 403(b) Plan?
Among Other plans in other states, the closest by assets is Community Support Services, Inc. Defined Contribution Plan in MD ($22M, 529 participants).
Which Other plans cover a similar participant headcount to Presbyterian School 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Lawrence Academy Retirement Plan in MA (147 participants, $35M in assets).