Other · DOL Form 5500 · 2024
The Kinkaid School, Inc. Retirement Plan
Data updated 2026-08-11
- $83M
- Total assets
- 357
- Participants
- 89th
- Percentile by assets
- $233,603
- Avg per participant
Official DOL plan name: The Kinkaid School 403(b) Plan · Sponsored by The Kinkaid School, Inc. · Texas · Educational Services
$83M in assets, 357 participants
The Kinkaid School, Inc.'s The Kinkaid School 403(b) Plan reported $83M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 123,622 plans)
- #2,919 in Educational Services (3,638 peers)
Where The Kinkaid School 403(b) Plan sits by assets
The Kinkaid School 403(b) Plan sits in the top quartile of all filed plans by assets, $83M for 357 participants (~$233,603/participant), up 8.3% in 2024.
- $83M
- total plan assets (2024 EOY)
- 357
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $233,603
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Kinkaid School 403(b) Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The Kinkaid School 403(b) Plan reported participants rose from 313 in the plan year 2023 filing to 357 in the plan year 2024 filing.
- The Kinkaid School 403(b) Plan end-of-year assets rose from $77M in the plan year 2023 filing to $83M in the plan year 2024 filing.
The Kinkaid School 403(b) Plan vs the 2024 asset distribution
By assets, The Kinkaid School 403(b) Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $6M |
| Employer EIN | 760295523 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Kinkaid School, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 304 | $69M |
| 2023 | 1 | 313 | $77M |
| 2024 | 1 | 357 | $83M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
The Kinkaid School 403(b) 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Kinkaid School 403(b) Plan by total assets, not by location.
- Grove City College Savings and Retirement Plan (PA) $83M · 493
- Pressley Ridge Retirement Plan (PA) $83M · 1,010
- Gardner-Webb University Pension Plan (NC) $83M · 362
- St. Croix Regional Medical Center 403(b) Plan (WI) $84M · 708
Frequently Asked Questions
How did The Kinkaid School 403(b) Plan assets move in 2024? ▼
How have The Kinkaid School, Inc. plan assets changed over time? ▼
Where does The Kinkaid School 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Kinkaid School 403(b) Plan? ▼
Next read for The Kinkaid School 403(b) Plan
Scale reading
Ways to act on The Kinkaid School 403(b) Plan's numbers.
- By total assets, The Kinkaid School 403(b) 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
- The Kinkaid School, Inc.'s sponsor-wide assets have grown 20.6% since 2022 across 3 plan years on file. More Educational Services plans