Other · DOL Form 5500 · 2024
The Kinkaid School, Inc. Retirement Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 357
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $233,603
- Avg per participant Above avg balance/head
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.
- #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.
- #2,919
- in Educational Services (3,638 peers)
- +8.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
The Kinkaid School 403(b) Plan's outsized position by total assets
The Kinkaid School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$83,396,356 Top 11% higher than 89% 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
The Kinkaid School 403(b) 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. The Kinkaid School 403(b) Plan sits mid-pack in the medium band (357 participants).
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.
Published 5500 schedule card
Filing strip 760295523 · The Kinkaid School, Inc. PY 2024 · Other
The Kinkaid School 403(b) Plan · $83M · 357 · 89th
- TYPE $83M
- NET 357
- BOOK 89th
- VS-ST Other
- BOY near Grove City College Savings and Retirement Plan
- SCH ind #2919
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 →
The Kinkaid School 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All The Kinkaid School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 20.57645931216828% vs 2022
- 2024 filing year
| 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.
- 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
The Kinkaid School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Grove City College Savings and Retirement Plan in PA ($83M); by covered participants it is 403(b) Thrift Plan for Minnesota Diversified Industries, Inc. in MN (357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (357 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.