Other · DOL Form 5500 · 2022
The University of Texas/Texas A&m Investment Management Company Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 115
- Participants
- 85th
- Percentile by assets
- $303,537
- Avg per participant
Official DOL plan name: Utimco 403(b) Tax Sheltered Annuity Plan · Sponsored by The University of Texas/Texas A&m Investment Management Company · Texas · Finance & Insurance
$35M in assets, 115 participants
The University of Texas/Texas A&m Investment Management Company's Utimco 403(b) Tax Sheltered Annuity Plan reported $35M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #6,953 in Finance & Insurance (9,261 peers)
Coverage in Texas
Utimco 403(b) Tax Sheltered Annuity Plan covers 115 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $35M.
- $35M
- total plan assets (2022 EOY)
- 115
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $303,537
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Utimco 403(b) Tax Sheltered Annuity Plan sits by total assets
Utimco 403(b) Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,906,711 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Utimco 403(b) Tax Sheltered Annuity Plan reports 115 participants - about 17% of that state average ($35M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$3M |
| Employer EIN | 742765082 |
| Plan Effective Date | 1996-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Texas/Texas A&m Investment Management Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $35M |
| 2023 | 1 | 123 | $43M |
| 2024 | 1 | 122 | $51M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
Utimco 403(b) Tax Sheltered Annuity Plan vs. nearby Other plans in Texas, assets vs. participants
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Similar-Sized Other Plans Nationally
Other plans in other states closest to Utimco 403(b) Tax Sheltered Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Utimco 403(b) Tax Sheltered Annuity Plan assets move in 2022? ▼
How have The University of Texas/Texas A&m Investment Management Company plan assets changed over time? ▼
Where does Utimco 403(b) Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Utimco 403(b) Tax Sheltered Annuity Plan? ▼
Next read for Utimco 403(b) Tax Sheltered Annuity Plan
Filing takeaways
Ways to act on Utimco 403(b) Tax Sheltered Annuity Plan's numbers.
- By total assets, Utimco 403(b) Tax Sheltered Annuity 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 University of Texas/Texas A&m Investment Management Company's sponsor-wide assets have grown 45.5% since 2022 across 3 plan years on file. More Finance & Insurance plans