Other · DOL Form 5500 · 2024
Lowell Observatory Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 130
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $285,194
- Avg per participant High balance/head
Official DOL plan name: Lowell Observatory 403(b) Retirement Annuity Plan · Sponsored by Lowell Observatory · Arizona · Professional & Technical Services
$37M in assets, 130 participants
Lowell Observatory's Lowell Observatory 403(b) Retirement Annuity Plan reported $37M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,300 in Professional & Technical Services (20,173 peers)
Coverage in Arizona
Lowell Observatory 403(b) Retirement Annuity Plan covers 130 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $37M.
- #16,300
- in Professional & Technical Services (20,173 peers)
- +12.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Lowell Observatory 403(b) Retirement Annuity Plan's outsized position by total assets
Lowell Observatory 403(b) Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,075,222 Top 20% higher than 80% 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
Lowell Observatory 403(b) Retirement Annuity 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. Lowell Observatory 403(b) Retirement Annuity Plan sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lowell Observatory 403(b) Retirement Annuity Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Lowell Observatory 403(b) Retirement Annuity Plan reported participants fell from 150 in the plan year 2023 filing to 130 in the plan year 2024 filing.
- Lowell Observatory 403(b) Retirement Annuity Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 860098918 · Lowell Observatory PY 2024 · Other
Lowell Observatory 403(b) Retirement Annuity Plan · $37M · 130 · 80th
- IND $37M
- IND 130
- IND 80th
- IND Other
- IND near University Hospital 403(b) Plan
- IND ind #16300
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Lowell Observatory 403(b) Retirement Annuity Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 860098918 |
| Plan Effective Date | 1953-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lowell Observatory)
Sponsor-wide plan assets over time
All Lowell Observatory plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 33.861132372107235% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $28M |
| 2023 | 1 | 150 | $33M |
| 2024 | 1 | 130 | $37M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.2B · 14,781
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
Lowell Observatory 403(b) Retirement Annuity Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is University Hospital 403(b) Plan in KY ($37M); by covered participants it is Tlc Operations, Inc. Retirement Plan in NC (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Tlc Operations, Inc. Retirement Plan (NC) 130 · 0 off
- The Lexington School Retirement Plan (KY) 130 · 0 off
- Indian Health Care 403(b) Plan (OK) 130 · 0 off
- North Central Wv Community Action Association Inc. 403 (B) Retirement Plan (WV) 130 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.