Other · DOL Form 5500 · 2022

The University of Texas/Texas A&m Investment Management Company Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
115
Participants Small participant base
85th
Percentile by assets National rank
$303,537
Avg per participant High balance/head
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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.

  • #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.

#6,953
in Finance & Insurance (9,261 peers)
-8.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Utimco 403(b) Tax Sheltered Annuity Plan's outsized position 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

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

Utimco 403(b) Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utimco 403(b) Tax Sheltered Annuity Plan sits mid-pack in the medium band (115 participants).

DOL schedule card

Filing strip 742765082 · The University of Texas/Texas A&m Investment Management Company PY 2022 · Other

Utimco 403(b) Tax Sheltered Annuity Plan · $35M · 115 · 85th

  • EIN $35M
  • RANK 115
  • PHOTO 85th
  • IND Other
  • EOY near Momentum for Mental Health 403b Retirement Plan
  • 5500 ind #6953

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 Finance & Insurance retirement plans → · Plans in Texas →

Utimco 403(b) Tax Sheltered Annuity Plan in the asset neighbourhood

Metairie Park Country Day School Defined Contribution PlanMetairie Park Country Day Sc…$35MMomentum for Mental Health 403b Retirement PlanMomentum for Mental Health 4…$35MUtimco 403(b) Tax Sheltered Annuity PlanUtimco 403(b) Tax Sheltered …$35MMalone University 403(b) DC PlanMalone University 403(b) DC …$35MMidpen Property Management Corp. 403(b) PlanMidpen Property Management C…$35M
End-of-year total assets ($M) among Utimco 403(b) Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$35M
Net Income-$3M
Employer EIN742765082
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Texas/Texas A&m Investment Management Company)

Sponsor-wide plan assets over time

All The University of Texas/Texas A&m Investment Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$51M 45.51939023988826% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.9M $50.8M ▲ +45.5%
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 Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Utimco 403(b) Tax Sheltered Annuity Plan, Total assets ($B): 0.034906711 · Participants: 115Utimco 403(b) Tax Sheltered Annuity PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Utimco 403(b) Tax Sheltered Annuity Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Utimco 403(b) Tax Sheltered Annuity Plan side-by-side with 3 peers →

Utimco 403(b) Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Momentum for Mental Health 403b Retirement Plan in CA ($35M); by covered participants it is Old Salem, Inc. Retirement Plan in NC (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Utimco 403(b) Tax Sheltered Annuity Plan assets move in 2022? ▼
Utimco 403(b) Tax Sheltered Annuity Plan pulled back noticeably - down 8.2% during 2022, from $38M to $35M. Reported net income was -$3M.
How have The University of Texas/Texas A&m Investment Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Texas/Texas A&m Investment Management Company's sponsor-wide assets grew 45.5%, from $35M to $51M.
Where does Utimco 403(b) Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Utimco 403(b) Tax Sheltered Annuity Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Utimco 403(b) Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Momentum for Mental Health 403b Retirement Plan in CA ($35M, 482 participants).
Which Other plans cover a similar participant headcount to Utimco 403(b) Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Old Salem, Inc. Retirement Plan in NC (115 participants, $8M 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 742765082.

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.