Our Lady of the Lake University Defined Contribution Retirement Plan

401(k) · DOL Form 5500 · 2024

What the Filing Says About Our Lady of the Lake University Defined Contribution Retirement Plan

Our Lady of the Lake University Defined Contribution Retirement Plan is a 401(k) retirement plan sponsored by Our Lady of the Lake University of San Antonio, headquartered in Texas. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $58M in total end-of-year assets and covers 892 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 741109631, and the plan has been effective since 1973-12-21. Its filing status is currently FILING RECEIVED.

Year over year, total assets edged up modestly from $57M at the beginning of 2024 to $58M at year-end - up 1.7%. Net assets (after liabilities) closed the year at $58M, with reported net income of $955K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Our Lady of the Lake University of San Antonio has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $52M to $58M, a gain of 11.8%, while reported participants moved from 892 to 892 (+0.0%). The strongest year on file by total sponsor assets was 2024 at $58M; the softest was 2022 at $52M. Year-by-year, sponsor-wide filings show: 2022 - $52M in assets across 1 plan covering 892 participants; 2023 - $57M in assets across 1 plan covering 871 participants; 2024 - $58M in assets across 1 plan covering 892 participants.

By assets, Our Lady of the Lake University Defined Contribution Retirement Plan outranks 86% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Our Lady of the Lake University Defined Contribution Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.