Other · DOL Form 5500 · 2022
William Marsh Rice University Retirement Plan
Data updated 2026-08-25
- $666M
- Total assets Above avg plan size
- 5,213
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $127,783
- Avg per participant Near avg balance/head
Official DOL plan name: William Marsh Rice University Supplemental 403(b) Plan · Sponsored by William Marsh Rice University · Texas · Educational Services
$666M in assets, 5,213 participants
William Marsh Rice University's William Marsh Rice University Supplemental 403(b) Plan reported $666M in total assets and 5,213 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.
- #3,930 in Educational Services (4,024 peers)
Coverage in Texas
William Marsh Rice University Supplemental 403(b) Plan covers 5,213 participants in Texas, 7.6x the typical Texas plan (state average ~688 per filing). Assets: $666M.
- #3,930
- in Educational Services (4,024 peers)
- -13.8%
- assets change YoY
- 6.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $107M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
William Marsh Rice University Supplemental 403(b) Plan's outsized position by total assets
William Marsh Rice University Supplemental 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$666,130,269 Top 2% higher than 98% 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
William Marsh Rice University Supplemental 403(b) 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. William Marsh Rice University Supplemental 403(b) Plan lands in the large band (5,213 participants).
Plan-year Form 5500 strip
Filing strip 741109620 · William Marsh Rice University PY 2022 · Other
William Marsh Rice University Supplemental 403(b) Plan · $666M · 5,213 · 98th
- BOOK $666M
- VS-ST 5,213
- BOY 98th
- SCH Other
- EBSA near Nebraska Medicine Retirement Plan - Base and Matching Contributions
- PART ind #3930
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 →
William Marsh Rice University Supplemental 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $773M |
|---|---|
| Net Assets (End of Year) | $666M |
| Net Income | -$107M |
| Employer EIN | 741109620 |
| Plan Effective Date | 2007-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Marsh Rice University)
Sponsor-wide plan assets over time
All William Marsh Rice University plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 28.39537525284212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,050 | $1.4B |
| 2023 | 2 | 12,121 | $1.6B |
| 2024 | 2 | 12,012 | $1.8B |
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 $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
Scale composition for William Marsh Rice University Supplemental 403(b) Plan
William Marsh Rice University Supplemental 403(b) Plan reports $666M in end-of-year assets across 5,213 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $127,783 per participant (92% of the national average assets-per-participant) . Net income for plan year 2022 was -$107M.
This plan identity (EIN 741109620, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $666M to $848M (+27.3%) while covered participants moved from 5,213 to 5,225 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,213 | $666M | This page |
| 2023 | 5,345 | $764M | Open filing |
| 2024 · index core | 5,225 | $848M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- William Marsh Rice University Defined Contribution Retirement Plan (Money Purchase, $930M, 6,787 participants)
- William Marsh Rice University Supplemental 403(b) Plan (Other, $848M, 5,225 participants)
William Marsh Rice University Supplemental 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Nebraska Medicine Retirement Plan - Base and Matching Contributions in NE ($664M); by covered participants it is Firsthealth of the Carolinas, Inc. Matching Savings Plan in NC (5,217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($666M here).
- Nebraska Medicine Retirement Plan - Base and Matching Contributions (NE) $664M · 9,278
- Aspirus, Inc. Retirement Plan (WI) $668M · 10,709
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) $670M · 7,574
- The Rockefeller University Retirement Plan (NY) $672M · 1,357
Similar participant headcount
Nearest other-state filings by covered participants (5,213 participants); asset peers above are excluded.
- Firsthealth of the Carolinas, Inc. Matching Savings Plan (NC) 5,217 · 4 off
- Monument Health, Inc. 403(b) Plan (SD) 5,239 · 26 off
- Howard University Savings Plan (DC) 5,159 · 54 off
- Hartford Healthcare 403(b)Plan (CT) 5,141 · 72 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.