Other
2022 plan-year Other DOL Form 5500

Texas A&m Foundation Employees' 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Texas A&m Foundation · Texas · Other Services

What the 2023 filing shows

Texas A&m Foundation Employees' 403(b) Plan holds $6M for 160 participants — about $36,401 per participant, down 0.5% over the 2022 plan year.

$6M
total plan assets (2022 EOY)
160
covered participants
$36,401
avg assets per participant
-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.

Total Assets (2023)
$6M
Participants
160
State
Industry
Other Services

What the Filing Says About Texas A&m Foundation Employees' 403(b) Plan

Texas A&m Foundation Employees' 403(b) Plan is a Other retirement plan sponsored by Texas A&m Foundation, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 160 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 742245072, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $6M at year-end — a decline of 0.5%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-31,168 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-31,168
Plan TypeOther
Employer EIN742245072
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas A&m Foundation)

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.

Frequently Asked Questions

How much money is in the Texas A&m Foundation Employees' 403(b) Plan?
As of the 2022 Form 5500 filing, Texas A&m Foundation Employees' 403(b) Plan holds $6M in total assets with 160 participants. It is sponsored by Texas A&m Foundation.
What type of plan is Texas A&m Foundation Employees' 403(b) Plan?
Texas A&m Foundation Employees' 403(b) Plan is a Other plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 742245072.
Who sponsors the Texas A&m Foundation Employees' 403(b) Plan?
Texas A&m Foundation Employees' 403(b) Plan is sponsored by Texas A&m Foundation, located in Texas. The sponsor's EIN is 742245072 and the plan operates in the Other Services industry.
How did Texas A&m Foundation Employees' 403(b) Plan perform in 2022?
Texas A&m Foundation Employees' 403(b) Plan declined by 0.5% during 2022, moving from $6M to $6M in total assets. Net income was $-31,168.
Where can I find official filings for Texas A&m Foundation Employees' 403(b) Plan?
Official Form 5500 filings for Texas A&m Foundation Employees' 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 742245072 or plan name at efast.dol.gov.
How does Texas A&m Foundation Employees' 403(b) Plan compare to other plans?
You can compare Texas A&m Foundation Employees' 403(b) Plan against other Other plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 742245072.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.