Other · DOL Form 5500 · 2024

Annunciation Orthodox School Retirement Plan

Data updated 2026-07-24

$27M
Total assets: 124
Participants: 76th
Percentile by assets: $217,095
Avg per participant

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.

76th percentile by assets (of 116,472 plans)

Coverage in Texas

Annunciation Orthodox School Defined Contribution Retirement Plan covers 124 participants in Texas, about 18% of the average Texas filer (state average ~704 per filing). Assets: $27M.

$27M
total plan assets (2024 EOY): 124
covered participants: 76th
percentile by assets (of 116,472 plans): $217,095
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Texas

Industry

Educational Services

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. Annunciation Orthodox School Defined Contribution Retirement Plan reports 124 participants - about 18% of that state average ($27M EOY assets).

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)

Total plan assets by year, all Annunciation Orthodox School plans on file

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.

Annunciation Orthodox School Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants

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

Compare Annunciation Orthodox School Defined Con… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Annunciation Orthodox School Defined Contribution Retirement Plan by total assets, not by location.

Hillsdale Hospital 403(b) Plan (MI) $27M · 500
Wellpoint Care Network 403(b) Retirement Plan (WI) $27M · 339
Berry Companies, Inc. Stock Bonus Plan (KS) $27M · 1,343
Sbcs 403(b) Plan (CA) $27M · 478

Frequently Asked Questions

How did Annunciation Orthodox School Defined Contribution Retirement Plan assets move in 2024? ▼

Annunciation Orthodox School Defined Contribution Retirement Plan grew at a solid clip - up 12.4% during 2024, from $24M to $27M. Reported net income was $3M.

How have Annunciation Orthodox School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Annunciation Orthodox School's sponsor-wide assets grew 25.0%, from $22M to $27M.

Where does Annunciation Orthodox School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Annunciation Orthodox School Defined Contribution Retirement Plan ranks in the 76th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Annunciation Orthodox School Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Hillsdale Hospital 403(b) Plan in MI ($27M, 500 participants).

Next read for Annunciation Orthodox School Defined Con…

Filing takeaways

Ways to act on Annunciation Orthodox School Defined Contribution Retirement Plan's numbers.

By total assets, Annunciation Orthodox School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
Annunciation Orthodox School's sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Educational Services plans

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 760276967.

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.