Profit Sharing · DOL Form 5500 · 2024
Our Lady of the Lake University of San Antonio Profit Sharing Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 892
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $65,528
- Avg per participant Low balance/head
Official DOL plan name: Our Lady of the Lake University Defined Contribution Retirement Plan · Sponsored by Our Lady of the Lake University of San Antonio · Texas · Educational Services
$58M in assets, 892 participants
Our Lady of the Lake University of San Antonio's Our Lady of the Lake University Defined Contribution Retirement Plan reported $58M in total assets and 892 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,717 in Educational Services (3,638 peers)
Where Our Lady of the Lake University Defined Contribution Retirement Plan sits by assets
Our Lady of the Lake University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $58M for 892 participants (~$65,528/participant), up 1.7% in 2024.
- #2,717
- in Educational Services (3,638 peers)
- +1.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Our Lady of the Lake University Defined Contribution Retirement Plan's outsized position by total assets
Our Lady of the Lake University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,451,413 Top 14% higher than 86% 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
Our Lady of the Lake University Defined Contribution Retirement 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. Our Lady of the Lake University Defined Contribution Retirement Plan sits mid-pack in the medium band (892 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Our Lady of the Lake University Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $955K in the plan year 2024 filing.
- Our Lady of the Lake University Defined Contribution Retirement Plan reported participants rose from 871 in the plan year 2023 filing to 892 in the plan year 2024 filing.
- Our Lady of the Lake University Defined Contribution Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $58M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 741109631 · Our Lady of the Lake University of San Antonio PY 2024 · Profit Sharing
Our Lady of the Lake University Defined Contribution Retirement Plan · $58M · 892 · 86th
- EBSA $58M
- EBSA 892
- EBSA 86th
- EBSA Profit Sharing
- EBSA near Pennsylvania Tool Sales & Services Profit Sharing Plan
- EBSA ind #2717
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 →
Our Lady of the Lake University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $955K |
| Employer EIN | 741109631 |
| Plan Effective Date | 1973-12-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Our Lady of the Lake University of San Antonio)
Sponsor-wide plan assets over time
All Our Lady of the Lake University of San Antonio plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 11.790486092681693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 892 | $52M |
| 2023 | 1 | 871 | $57M |
| 2024 | 1 | 892 | $58M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Our Lady of the Lake University Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Pennsylvania Tool Sales & Services Profit Sharing Plan in OH ($58M); by covered participants it is Anthros, Inc. Retirement Savings Plan in FL (893 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (892 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.