Other · DOL Form 5500 · 2024
Compass Connections Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 4,150
- Participants Above avg headcount
Official DOL plan name: Compass Connections 403(b) Retirement Plan · Sponsored by Compass Connections · Texas · Healthcare & Social Assistance
N/A in assets, 4,150 participants
Compass Connections's Compass Connections 403(b) Retirement Plan reported N/A in total assets and 4,150 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Texas
Compass Connections 403(b) Retirement Plan covers 4,150 participants in Texas, 6.0x the typical Texas plan (state average ~688 per filing). Assets: N/A.
- $15M
- reported net income
Compass Connections 403(b) 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. Compass Connections 403(b) Retirement Plan lands in the large band (4,150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Compass Connections 403(b) Retirement Plan reported participants rose from 3,457 in the plan year 2023 filing to 4,150 in the plan year 2024 filing.
- Compass Connections 403(b) Retirement Plan reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 461394166 · Compass Connections PY 2024 · Other
Compass Connections 403(b) Retirement Plan · N/A · 4,150
- BOY N/A
- SCH 4,150
- EBSA PY 2024
- PART Other
- TYPE near Supplemental Retirement Accounts for All Employees of Dartmouth College
- NET 6.0× state
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Texas filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $15M |
| Employer EIN | 461394166 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass Connections)
Sponsor-wide plan assets over time
All Compass Connections plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3,457 | $13M |
| 2024 | 1 | 4,150 | N/A |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Compass Connections 403(b) Retirement Plan's closest out-of-state Other peers by headcount
Outside Texas, the nearest Other by covered participants is Supplemental Retirement Accounts for All Employees of Dartmouth College in NH (4,150 participants; this filing: 4,150 participants).
Similar participant headcount
Nearest other-state filings by covered participants (4,150 participants); asset peers above are excluded.
- Supplemental Retirement Accounts for All Employees of Dartmouth College (NH) 4,150 · 0 off
- Sheppard Pratt Health System 403(b) Retirement Plan (MD) 4,161 · 11 off
- Penn Highlands Healthcare 403(b) Plan (PA) 4,131 · 19 off
- Billings Clinic 403b Plan (MT) 4,184 · 34 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.