Money Purchase · DOL Form 5500 · 2022
William Marsh Rice University Money Purchase Plan
Data updated 2026-08-25
- $718M
- Total assets Above avg plan size
- 6,837
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $105,053
- Avg per participant Below avg balance/head
Official DOL plan name: William Marsh Rice University Defined Contribution Retirement Plan · Sponsored by William Marsh Rice University · Texas · Educational Services
$718M in assets, 6,837 participants
William Marsh Rice University's William Marsh Rice University Defined Contribution Retirement Plan reported $718M in total assets and 6,837 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.
- #3,938 in Educational Services (4,024 peers)
Coverage in Texas
William Marsh Rice University Defined Contribution Retirement Plan covers 6,837 participants in Texas, 9.9x the typical Texas plan (state average ~688 per filing). Assets: $718M.
- #3,938
- in Educational Services (4,024 peers)
- -13.4%
- assets change YoY
- 7.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $111M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
William Marsh Rice University Defined Contribution Retirement Plan's outsized position by total assets
William Marsh Rice University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$718,249,932 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 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. William Marsh Rice University Defined Contribution Retirement Plan lands in the large band (6,837 participants).
EBSA filing schedule strip
Filing strip 741109620 · William Marsh Rice University PY 2022 · Money Purchase
William Marsh Rice University Defined Contribution Retirement Plan · $718M · 6,837 · 98th
- EOY $718M
- EOY 6,837
- EOY 98th
- EOY Money Purchase
- EOY near Local 580 Annuity Fund
- EOY ind #3938
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 Defined Contribution Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $829M |
|---|---|
| Net Assets (End of Year) | $718M |
| Net Income | -$111M |
| Employer EIN | 741109620 |
| Plan Effective Date | 1989-01-01 |
| 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 Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $957M · N/A
- Alcon Retirement Plan $846M · 9,281
- Apache Corporation Money Purchase Retirement Plan $211M · 1,394
- Greater Texas IBEW NECA Annuity Plan $137M · 3,298
- Central Texas College Employees Pension Plan and Trust $110M · 688
Scale composition for William Marsh Rice University Defined Contribution Retirement Plan
William Marsh Rice University Defined Contribution Retirement Plan reports $718M in end-of-year assets across 6,837 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $105,053 per participant (76% of the national average assets-per-participant) . Net income for plan year 2022 was -$111M.
This plan identity (EIN 741109620, plan #009) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $718M to $930M (+29.4%) while covered participants moved from 6,837 to 6,787 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,837 | $718M | This page |
| 2023 | 6,776 | $831M | Open filing |
| 2024 · index core | 6,787 | $930M | 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 Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Local 580 Annuity Fund in NY ($710M); by covered participants it is Southeast Laborers Supplemental Pension Fund in TN (6,794 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($718M here).
- Local 580 Annuity Fund (NY) $710M · 3,396
- Local 580 Annuity Fund (NY) $710M · 3,396
- Pacific Coast Benefits Trust Fund (WA) $731M · 59,247
- Massachusetts Financial Services Company Defined Contribution Plan (MA) $732M · 1,640
Similar participant headcount
Nearest other-state filings by covered participants (6,837 participants); asset peers above are excluded.
- Southeast Laborers Supplemental Pension Fund (TN) 6,794 · 43 off
- Union Roofers Supplemental Annuity Trust Fund (CA) 6,715 · 122 off
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) 6,972 · 135 off
- Iron Workers District Council of New England Annuity Fund (MA) 6,992 · 155 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.