Other · DOL Form 5500 · 2022

University of Richmond Retirement Plan

Data updated 2026-08-25

$556M
Total assets Above avg plan size
1,837
Participants Near avg headcount
98th
Percentile by assets National rank
$302,888
Avg per participant High balance/head
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Official DOL plan name: University of Richmond Defined Contribution Retirement Plan · Sponsored by University of Richmond · Virginia · Educational Services

$556M in assets, 1,837 participants

University of Richmond's University of Richmond Defined Contribution Retirement Plan reported $556M in total assets and 1,837 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,913 in Educational Services (4,024 peers)

Coverage in Virginia

University of Richmond Defined Contribution Retirement Plan covers 1,837 participants in Virginia, 2.3x the typical Virginia plan (state average ~782 per filing). Assets: $556M.

#3,913
in Educational Services (4,024 peers)
-13.5%
assets change YoY
5.6×
vs typical plan assets (national mean)

The plan reported a net loss of $87M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Richmond Defined Contribution Retirement Plan's outsized position by total assets

University of Richmond Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$556,405,836 Top 2% higher than 98% of 139,123 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 2022

University of Richmond Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Richmond Defined Contribution Retirement Plan lands in the large band (1,837 participants).

EBSA filing schedule strip

Filing strip 540505965 · University of Richmond PY 2022 · Other

University of Richmond Defined Contribution Retirement Plan · $556M · 1,837 · 98th

  • PCT $556M
  • EIN 1,837
  • RANK 98th
  • PHOTO Other
  • IND near Worcester Polytechnic Institute Defined Contribution Plan
  • EOY ind #3913

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 Virginia →

University of Richmond Defined Contribution Retirement Plan in the asset neighbourhood

H. Lee Moffitt Cancer Center and ResearchH. Lee Moffitt Cancer Center…$558MChildren's Medical Center of Dallas Employee Savings Plan 403(b) ComponentChildren's Medical Center of…$558MWorcester Polytechnic Institute Defined Contribution PlanWorcester Polytechnic Instit…$557MUniversity of Richmond Defined Contribution Retirement PlanUniversity of Richmond Defin…$556MAlbert Einstein Healthcare Network Retirement Savings PlanAlbert Einstein Healthcare N…$555M
End-of-year total assets ($M) among University of Richmond Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$643M
Net Assets (End of Year)$556M
Net Income-$87M
Employer EIN540505965
Plan Effective Date1940-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Richmond)

Sponsor-wide plan assets over time

All University of Richmond plans reported in each filing year

Latest sponsor-wide plan assets
$685M 23.19607912955104% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $556M $685M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 1,837 $556M
2023 1 1,843 $629M
2024 1 1,810 $685M

Nearby Other Plans in Virginia

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

University of Richmond Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 00.511.522.53 Total assets ($B) Participants University of Richmond Defined Contribution Retirement Plan, Total assets ($B): 0.556405836 · Participants: 1837University of Richmond Defined Contribution Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
University of Richmond Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare University of Richmond Defined Contribution Retirement Plan side-by-side with 3 peers →

University of Richmond Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Worcester Polytechnic Institute Defined Contribution Plan in MA ($557M); by covered participants it is San Juan Regional Medical Center 403(b) Plan in NM (1,835 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,837 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Richmond Defined Contribution Retirement Plan assets move in 2022? ▼
University of Richmond Defined Contribution Retirement Plan pulled back noticeably - down 13.5% during 2022, from $643M to $556M. Reported net income was -$87M.
How have University of Richmond plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Richmond's sponsor-wide assets grew 23.2%, from $556M to $685M.
Where does University of Richmond Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of Richmond Defined Contribution Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of Richmond Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Worcester Polytechnic Institute Defined Contribution Plan in MA ($557M, 1,608 participants).
Which Other plans cover a similar participant headcount to University of Richmond Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is San Juan Regional Medical Center 403(b) Plan in NM (1,835 participants, $119M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540505965.

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.