Other · DOL Form 5500 · 2024
Letourneau University Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 383
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $151,809
- Avg per participant Above avg balance/head
Official DOL plan name: Letourneau University 403(b) Annuity Plan · Sponsored by Letourneau University · Texas · Educational Services
$58M in assets, 383 participants
Letourneau University's Letourneau University 403(b) Annuity Plan reported $58M in total assets and 383 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.
- #2,713 in Educational Services (3,638 peers)
Where Letourneau University 403(b) Annuity Plan sits by assets
Letourneau University 403(b) Annuity Plan sits in the top quartile of all filed plans by assets, $58M for 383 participants (~$151,809/participant), up 7.2% in 2024.
- #2,713
- in Educational Services (3,638 peers)
- +7.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Letourneau University 403(b) Annuity Plan's outsized position by total assets
Letourneau University 403(b) Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,142,688 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
Letourneau University 403(b) Annuity 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. Letourneau University 403(b) Annuity Plan sits mid-pack in the medium band (383 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Letourneau University 403(b) Annuity Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Letourneau University 403(b) Annuity Plan end-of-year assets rose from $54M in the plan year 2023 filing to $58M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 751081109 · Letourneau University PY 2024 · Other
Letourneau University 403(b) Annuity Plan · $58M · 383 · 86th
- VS-ST $58M
- VS-ST 383
- VS-ST 86th
- VS-ST Other
- VS-ST near Asia Society 403(b) DC Plan
- VS-ST ind #2713
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 →
Letourneau University 403(b) Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $4M |
| Employer EIN | 751081109 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Letourneau University)
Sponsor-wide plan assets over time
All Letourneau University plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 22.131303187887152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 392 | $48M |
| 2023 | 1 | 381 | $54M |
| 2024 | 1 | 383 | $58M |
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
Letourneau University 403(b) Annuity Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Asia Society 403(b) DC Plan in NY ($58M); by covered participants it is Joint Township District Memorial Hospital Deferred Annuity Plan in OH (383 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- Asia Society 403(b) DC Plan (NY) $58M · 126
- The Harvard Management Company 403(b) Tax-Deferred Annuity Plan (MA) $58M · 111
- Bozeman Health 403(b) Plan (MT) $58M · 2,373
- Caldwell University Defined Contribution Retirement Plan (NJ) $58M · 176
Similar participant headcount
Nearest other-state filings by covered participants (383 participants); asset peers above are excluded.
- Joint Township District Memorial Hospital Deferred Annuity Plan (OH) 383 · 0 off
- Cairn University 403(b) Plan (PA) 383 · 0 off
- Family Resource Agency Inc. 403(b) Retirement Plan (TN) 383 · 0 off
- Lowell Community Health Center 403(b) Plan (MA) 382 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.