Other · DOL Form 5500 · 2024

Genesys Works Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,022
Participants Near avg headcount
38th
Percentile by assets National rank
$3,799
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Genesys Works 403b Retirement Plan · Sponsored by Genesys Works · Texas · Educational Services

$4M in assets, 1,022 participants

Genesys Works's Genesys Works 403b Retirement Plan reported $4M in total assets and 1,022 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #868 in Educational Services (3,638 peers)

Genesys Works multi-year trail

Genesys Works's plans moved +78.3% in assets from 2022 to 2024; this filing shows Genesys Works 403b Retirement Plan at $4M / 1,022 participants.

#868
in Educational Services (3,638 peers)
+36.9%
assets growth YoY

Genesys Works 403b Retirement Plan's mid-pack asset rank among Educational Services and all filers

Genesys Works 403b Retirement Plan vs every filed plan by assets

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

$3,882,852 38th percentile higher than 38% 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

Genesys Works 403b Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Genesys Works 403b Retirement Plan lands in the large band (1,022 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Genesys Works 403b Retirement Plan reported net income rose from -$98K in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Genesys Works 403b Retirement Plan reported participants rose from 112 in the plan year 2022 filing to 1,022 in the plan year 2024 filing.
  • Genesys Works 403b Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 030440761 · Genesys Works PY 2024 · Other

Genesys Works 403b Retirement Plan · $4M · 1,022 · 38th

  • TYPE $4M
  • NET 1,022
  • BOOK 38th
  • VS-ST Other
  • BOY near Tax Deferred Annuity Plan of Northeast Community Center for Behavioral Health
  • SCH ind #868

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 →

Genesys Works 403b Retirement Plan in the asset neighbourhood

Monadnock Family Services Tax Sheltered 403(b) PlanMonadnock Family Services Ta…$4MSunset Home 403(b) Retirement Savings PlanSunset Home 403(b) Retiremen…$4MGenesys Works 403b Retirement PlanGenesys Works 403b Retiremen…$4MTax Deferred Annuity Plan of Northeast Community Center for Behavioral HealthTax Deferred Annuity Plan of…$4MHospice of North Idaho 403(b) Retirement PlanHospice of North Idaho 403(b…$4M
End-of-year total assets ($M) among Genesys Works 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Genesys Works multi-year asset trail

Sponsor-wide plan assets over time

All Genesys Works plans reported in each filing year

Latest sponsor-wide plan assets
$4M 78.30141112830569% vs 2022
2024 filing year
$2M$3M$4M$5M 20222024 $2.18M $3.88M ▲ +78.0%
Year Plans Participants Total Assets
2022 1 112 $2M
2024 1 1,022 $4M

Genesys Works filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN030440761
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

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

Genesys Works 403b Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Genesys Works 403b Retirement Plan, Total assets ($B): 0.003882852 · Participants: 1022Genesys Works 403b Retirement 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
Genesys Works 403b Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Genesys Works 403b Retirement Plan side-by-side with 3 peers →

Genesys Works 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Tax Deferred Annuity Plan of Northeast Community Center for Behavioral Health in PA ($4M); by covered participants it is Hope College Invest Plan in MI (1,022 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,022 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 Genesys Works 403b Retirement Plan assets move in 2024? ▼
Genesys Works 403b Retirement Plan surged - up 36.9% during 2024, from $3M to $4M. Reported net income was $1M.
How have Genesys Works plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Genesys Works's sponsor-wide assets grew 78.3%, from $2M to $4M.
Which Other plans are similar in size to Genesys Works 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan of Northeast Community Center for Behavioral Health in PA ($4M, 121 participants).
Which Other plans cover a similar participant headcount to Genesys Works 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hope College Invest Plan in MI (1,022 participants, $207M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030440761.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.