Other · DOL Form 5500 · 2024
Annunciation Orthodox School Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 124
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $217,095
- Avg per participant Above avg balance/head
Official DOL plan name: Annunciation Orthodox School Defined Contribution Retirement Plan · Sponsored by Annunciation Orthodox School · Texas · Educational Services
$27M in assets, 124 participants
Annunciation Orthodox School's Annunciation Orthodox School Defined Contribution Retirement Plan reported $27M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,172 in Educational Services (3,638 peers)
Coverage in Texas
Annunciation Orthodox School Defined Contribution Retirement Plan covers 124 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $27M.
- #2,172
- in Educational Services (3,638 peers)
- +12.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Annunciation Orthodox School Defined Contribution Retirement Plan's outsized position by total assets
Annunciation Orthodox School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,919,764 Top 24% higher than 76% 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
Annunciation Orthodox School 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. Annunciation Orthodox School Defined Contribution Retirement Plan sits mid-pack in the medium band (124 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annunciation Orthodox School Defined Contribution Retirement Plan reported participants fell from 217 in the plan year 2023 filing to 124 in the plan year 2024 filing.
- Annunciation Orthodox School Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Annunciation Orthodox School Defined Contribution Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 760276967 · Annunciation Orthodox School PY 2024 · Other
Annunciation Orthodox School Defined Contribution Retirement Plan · $27M · 124 · 76th
- VS-ST $27M
- VS-ST 124
- VS-ST 76th
- VS-ST Other
- VS-ST near Hillsdale Hospital 403(b) Plan
- VS-ST ind #2172
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 →
Annunciation Orthodox School Defined Contribution Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 760276967 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annunciation Orthodox School)
Sponsor-wide plan assets over time
All Annunciation Orthodox School plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 25.00021011549387% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $22M |
| 2023 | 1 | 217 | $24M |
| 2024 | 1 | 124 | $27M |
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
Annunciation Orthodox School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Hillsdale Hospital 403(b) Plan in MI ($27M); by covered participants it is Nardin Academy Retirement Plan in NY (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Hillsdale Hospital 403(b) Plan (MI) $27M · 500
- Rocky Mountain Human Services Retirement Plan (CO) $27M · 568
- Wellpoint Care Network 403(b) Retirement Plan (WI) $27M · 339
- Berry Companies, Inc. Stock Bonus Plan (KS) $27M · 1,343
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
- Nardin Academy Retirement Plan (NY) 124 · 0 off
- Sharon S. Richardson Community Hospice 403(b) Plan (WI) 124 · 0 off
- Employee Benefit Plan of Family Service League. Inc. (NY) 124 · 0 off
- Prokids, Inc. Retirement Plan (IN) 124 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.