Other · DOL Form 5500 · 2022

University of Richmond Retirement Plan

Data updated 2026-08-11

$556M
Total assets
1,837
Participants
98th
Percentile by assets
$302,888
Avg per participant
PlainRetire home → About this data

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.

  • 98th percentile by assets (of 139,126 plans)
  • #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.

$556M
total plan assets (2022 EOY)
1,837
covered participants
98th
percentile by assets (of 139,126 plans)
$302,888
avg assets per participant

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.

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. University of Richmond Defined Contribution Retirement Plan reports 1,837 participants - 2.3x that state average ($556M EOY assets).

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)

$500M$550M$600M$650M$700M 202220232024 $556M $685M ▲ +23.2%
Total plan assets by year, all University of Richmond plans on file
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

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 Richmo…Sentara 403(b) Savin…The George Washingto…Institute for Defens…Carilion Clinic 403(…Centra Health Matchi…
University of Richmond Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of Richmond Defined Contribution Retirement Plan by total assets, not by location.

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).

Next read for University of Richmond Defined Contribut…

Filing takeaways

Ways to act on University of Richmond Defined Contribution Retirement Plan's numbers.