Other · DOL Form 5500 · 2024

Lulac Head Start, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
101
Participants Small participant base
33rd
Percentile by assets National rank
$28,163
Avg per participant Low balance/head
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Official DOL plan name: Lulac Head Start, Inc. 403(b) Retirement Plan · Sponsored by Lulac Head Start, Inc. · Connecticut · Educational Services

$3M in assets, 101 participants

Lulac Head Start, Inc.'s Lulac Head Start, Inc. 403(b) Retirement Plan reported $3M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #756 in Educational Services (3,638 peers)

Coverage in Connecticut

Lulac Head Start, Inc. 403(b) Retirement Plan covers 101 participants in Connecticut, about 14% of the average Connecticut filer (state average ~718 per filing). Assets: $3M.

#756
in Educational Services (3,638 peers)
+12.4%
assets growth YoY

Lulac Head Start, Inc. 403(b) Retirement Plan among the smaller filed plans by assets

Lulac Head Start, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$2,844,497 33rd percentile higher than 33% 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

Lulac Head Start, Inc. 403(b) 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. Lulac Head Start, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lulac Head Start, Inc. 403(b) Retirement Plan reported net income fell from $376K in the plan year 2023 filing to $315K in the plan year 2024 filing.
  • Lulac Head Start, Inc. 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lulac Head Start, Inc. 403(b) Retirement Plan reported participants rose from 92 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 222478707 · Lulac Head Start, Inc. PY 2024 · Other

Lulac Head Start, Inc. 403(b) Retirement Plan · $3M · 101 · 33rd

  • EBSA $3M
  • EBSA 101
  • EBSA 33rd
  • EBSA Other
  • EBSA near Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan
  • EBSA ind #756

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 Connecticut →

Lulac Head Start, Inc. 403(b) Retirement Plan in the asset neighbourhood

Scan, Inc. 403(b) Tda Plan$3MPotential Development Program, Inc. 403(b) PlanPotential Development Progra…$3MCommunities in Schools of Philadelphia 403(b) DC & Tda PlanCommunities in Schools of Ph…$3MLulac Head Start, Inc. 403(b) Retirement PlanLulac Head Start, Inc. 403(b…$3MEarly Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution PlanEarly Learning Coalition of …$3M
End-of-year total assets ($M) among Lulac Head Start, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$315K
Employer EIN222478707
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lulac Head Start, Inc.)

Sponsor-wide plan assets over time

All Lulac Head Start, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 32.06005547038871% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.15M $2.84M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 96 $2M
2023 1 92 $3M
2024 1 101 $3M

Nearby Other Plans in Connecticut

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

Lulac Head Start, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Lulac Head Start, Inc. 403(b) Retirement Plan, Total assets ($B): 0.002844497 · Participants: 101Lulac Head Start, Inc. 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
Lulac Head Start, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Lulac Head Start, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Lulac Head Start, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan in FL ($3M); 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 Lulac Head Start, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Lulac Head Start, Inc. 403(b) Retirement Plan grew at a solid clip - up 12.4% during 2024, from $3M to $3M. Reported net income was $315K.
How have Lulac Head Start, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lulac Head Start, Inc.'s sponsor-wide assets grew 32.1%, from $2M to $3M.
Which Other plans are similar in size to Lulac Head Start, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan in FL ($3M, 125 participants).
Which Other plans cover a similar participant headcount to Lulac Head Start, Inc. 403(b) Retirement 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 222478707.

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.