Other · DOL Form 5500 · 2022
Texas A&m Foundation Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $36,401
- Avg per participant Low balance/head
Official DOL plan name: Texas A&m Foundation Employees' 403(b) Plan · Sponsored by Texas A&m Foundation · Texas · Other Services
$6M in assets, 160 participants
Texas A&m Foundation's Texas A&m Foundation Employees' 403(b) Plan reported $6M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #6,042 in Other Services (8,398 peers)
Coverage in Texas
Texas A&m Foundation Employees' 403(b) Plan covers 160 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $6M.
- #6,042
- in Other Services (8,398 peers)
- -0.5%
- assets change YoY
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Texas A&m Foundation Employees' 403(b) Plan's mid-pack asset rank among Other Services and all filers
Texas A&m Foundation Employees' 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,824,142 Top 46% higher than 54% 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
Texas A&m Foundation Employees' 403(b) 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. Texas A&m Foundation Employees' 403(b) Plan sits mid-pack in the medium band (160 participants).
Plan-year Form 5500 strip
Filing strip 742245072 · Texas A&m Foundation PY 2022 · Other
Texas A&m Foundation Employees' 403(b) Plan · $6M · 160 · 54th
- RANK $6M
- RANK 160
- RANK 54th
- RANK Other
- RANK near Health West, Inc. 403(b) Retirement Plan
- RANK ind #6042
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 Other Services retirement plans → · Plans in Texas →
Texas A&m Foundation Employees' 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$31K |
| Employer EIN | 742245072 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas A&m Foundation)
Sponsor-wide plan assets over time
All Texas A&m Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 29.168417798709406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 323 | $41M |
| 2023 | 2 | 351 | $47M |
| 2024 | 2 | 356 | $52M |
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
Texas A&m Foundation Employees' 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Health West, Inc. 403(b) Retirement Plan in ID ($6M); by covered participants it is City Union Mission Inc. Employees Retirement Plan in MO (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (160 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.