Other · DOL Form 5500 · 2024
Alcuin School Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $145,261
- Avg per participant Above avg balance/head
Official DOL plan name: Alcuin School Defined Contribution Retirement Plan · Sponsored by Alcuin School · Texas · Educational Services
$17M in assets, 120 participants
Alcuin School's Alcuin School Defined Contribution Retirement Plan reported $17M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #1,833 in Educational Services (3,638 peers)
Coverage in Texas
Alcuin School Defined Contribution Retirement Plan covers 120 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $17M.
- #1,833
- in Educational Services (3,638 peers)
- +8.4%
- assets growth YoY
Alcuin School Defined Contribution Retirement Plan's outsized position by total assets
Alcuin School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,431,364 Top 32% higher than 68% 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
Alcuin 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. Alcuin School Defined Contribution Retirement Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alcuin School Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Alcuin School Defined Contribution Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Alcuin School Defined Contribution Retirement Plan reported participants fell from 123 in the plan year 2023 filing to 120 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 751175632 · Alcuin School PY 2024 · Other
Alcuin School Defined Contribution Retirement Plan · $17M · 120 · 68th
- 5500 $17M
- ASSETS 120
- PCT 68th
- EIN Other
- RANK near Cook Area Health Services, Inc. Tax Sheltered Annuity Plan
- PHOTO ind #1833
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 →
Alcuin School Defined Contribution Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 751175632 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alcuin School)
Sponsor-wide plan assets over time
All Alcuin School plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 21.36396293139755% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $14M |
| 2023 | 1 | 123 | $16M |
| 2024 | 1 | 120 | $17M |
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
Alcuin School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Cook Area Health Services, Inc. Tax Sheltered Annuity Plan in MN ($17M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan (FL) 120 · 0 off
- Town School for Boys DC Retirement Plan (CA) 120 · 0 off
- Hospice of Southern Illinois, Inc. 403(b) Plan (IL) 120 · 0 off
- California Western School of Law Defined Contribution Retirement Plan (CA) 120 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.