Other · DOL Form 5500 · 2024

Keystone School Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
101
Participants Small participant base
63rd
Percentile by assets National rank
$140,941
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keystone School 403b DC Plan Plan · Sponsored by Keystone School · Texas · Educational Services

$14M in assets, 101 participants

Keystone School's Keystone School 403b DC Plan Plan reported $14M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,678 in Educational Services (3,638 peers)

Coverage in Texas

Keystone School 403b DC Plan Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#1,678
in Educational Services (3,638 peers)
+11.9%
assets growth YoY

Keystone School 403b DC Plan Plan's mid-pack asset rank among Educational Services and all filers

Keystone School 403b DC Plan Plan vs every filed plan by assets

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

$14,235,021 Top 37% higher than 63% 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

Keystone School 403b DC Plan 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. Keystone School 403b DC Plan Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keystone School 403b DC Plan Plan reported net income rose from -$13K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Keystone School 403b DC Plan Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Keystone School 403b DC Plan Plan reported participants fell from 104 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 741193337 · Keystone School PY 2024 · Other

Keystone School 403b DC Plan Plan · $14M · 101 · 63rd

  • EOY $14M
  • 5500 101
  • ASSETS 63rd
  • PCT Other
  • EIN near North Canyon Medical Center, Inc. 403(b) Retirement Plan
  • RANK ind #1678

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 →

Keystone School 403b DC Plan Plan in the asset neighbourhood

North Canyon Medical Center, Inc. 403(b) Retirement PlanNorth Canyon Medical Center,…$14M403(b) Thrift Plan of Goodwill Industries of Michiana, Inc.403(b) Thrift Plan of Goodwi…$14MPlanned Parenthood of Northern New England Tax Sheltered Annuity PlanPlanned Parenthood of Northe…$14MKeystone School 403b DC Plan PlanKeystone School 403b DC Plan…$14MBear Creek School 403b Retirement PlanBear Creek School 403b Retir…$14M
End-of-year total assets ($M) among Keystone School 403b DC Plan Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN741193337
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keystone School)

Sponsor-wide plan assets over time

All Keystone School plans reported in each filing year

Latest sponsor-wide plan assets
$14M 11.837689693647675% vs 2022
2024 filing year
$12.5M$13M$13.5M$14M$14.5M 202220232024 $12.7M $14.2M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 108 $13M
2023 1 104 $13M
2024 1 101 $14M

Nearby Other Plans in Texas

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

Keystone School 403b DC Plan Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Keystone School 403b DC Plan Plan, Total assets ($B): 0.014235021 · Participants: 101Keystone School 403b DC Plan 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
Keystone School 403b DC Plan Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Keystone School 403b DC Plan Plan side-by-side with 3 peers →

Keystone School 403b DC Plan Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is North Canyon Medical Center, Inc. 403(b) Retirement Plan in ID ($14M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Keystone School 403b DC Plan Plan assets move in 2024? ▼
Keystone School 403b DC Plan Plan grew at a solid clip - up 11.9% during 2024, from $13M to $14M. Reported net income was $2M.
How have Keystone School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keystone School's sponsor-wide assets grew 11.8%, from $13M to $14M.
Which Other plans are similar in size to Keystone School 403b DC Plan Plan? ▼
Among Other plans in other states, the closest by assets is North Canyon Medical Center, Inc. 403(b) Retirement Plan in ID ($14M, 351 participants).
Which Other plans cover a similar participant headcount to Keystone School 403b DC Plan Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants, $8M 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 741193337.

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.