Other · DOL Form 5500 · 2024
Lowell Observatory Retirement Plan
Data updated 2026-08-11
- $37M
- Total assets
- 130
- Participants
- 80th
- Percentile by assets
- $285,194
- Avg per participant
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.
- 80th percentile by assets (of 123,622 plans)
- #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.
- $37M
- total plan assets (2024 EOY)
- 130
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $285,194
- avg assets per participant
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.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Lowell Observatory 403(b) Retirement Annuity Plan reports 130 participants - about 23% of that state average ($37M EOY assets).
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)
| 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.
Lowell Observatory 403(b) Retirement Annuity Plan vs. nearby Other plans in Arizona, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lowell Observatory 403(b) Retirement Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Lowell Observatory 403(b) Retirement Annuity Plan assets move in 2024? ▼
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Where does Lowell Observatory 403(b) Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Lowell Observatory 403(b) Retirement Annuity Plan's numbers.
- By total assets, Lowell Observatory 403(b) Retirement Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Arizona. Compare plans
- Lowell Observatory's sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans