Other · DOL Form 5500 · 2022
Roger Williams University Retirement Plan
Data updated 2026-08-25
- $297M
- Total assets Near avg plan size
- 1,769
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $167,655
- Avg per participant Above avg balance/head
Official DOL plan name: Roger Williams University Retirement Plan · Sponsored by Roger Williams University · Rhode Island · Educational Services
$297M in assets, 1,769 participants
Roger Williams University's Roger Williams University Retirement Plan reported $297M in total assets and 1,769 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #3,814 in Educational Services (4,024 peers)
Where Roger Williams University Retirement Plan sits by assets
Roger Williams University Retirement Plan sits in the top 5% of all filed plans by assets, $297M for 1,769 participants (~$167,655/participant), down 13.7% in 2022.
- #3,814
- in Educational Services (4,024 peers)
- -13.7%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roger Williams University Retirement Plan's outsized position by total assets
Roger Williams University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$296,581,858 Top 3% higher than 97% 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
Roger Williams University 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. Roger Williams University Retirement Plan lands in the large band (1,769 participants).
Plan-year Form 5500 strip
Filing strip 050277222 · Roger Williams University PY 2022 · Other
Roger Williams University Retirement Plan · $297M · 1,769 · 97th
- 5500 $297M
- 5500 1,769
- 5500 97th
- 5500 Other
- 5500 near Electricians Annuity Plan - IBEW Local 456
- 5500 ind #3814
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 Rhode Island →
Roger Williams University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $344M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | -$47M |
| Employer EIN | 050277222 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roger Williams University)
Sponsor-wide plan assets over time
All Roger Williams University plans reported in each filing year
- Latest sponsor-wide plan assets
- $360M 21.317224669891978% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,769 | $297M |
| 2023 | 1 | 2,740 | $336M |
| 2024 | 1 | 3,017 | $360M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.3B · 1,283
- Lifespan Corporation 403(b)Retirement Plan $1.0B · 10,171
- Brown University Defined Contribution Deferred Vesting Retirement Plan $657M · 4,906
- Providence College 403(b) Plan $316M · 949
- Rhode Island School of Design Retirement Plan $224M · 896
Roger Williams University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Electricians Annuity Plan - IBEW Local 456 in NJ ($296M); by covered participants it is Kencrest Services 403(b) Retirement Plan in PA (1,768 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($297M here).
- Electricians Annuity Plan - IBEW Local 456 (NJ) $296M · 1,442
- Jefferson Health New Jersey 403(b) Plan (PA) $297M · 3,943
- Nas Salary Reduction Contribution Retirement Plan (DC) $296M · 913
- Genesis Health System Retirement Savings Plan (IA) $297M · 4,454
Similar participant headcount
Nearest other-state filings by covered participants (1,769 participants); asset peers above are excluded.
- Kencrest Services 403(b) Retirement Plan (PA) 1,768 · 1 off
- Jupiter Medical Center Retirment Plan 403(b) (FL) 1,771 · 2 off
- Intermountain Ironworkers' Tax Deferral Plan (UT) 1,774 · 5 off
- Redlands Community Hospital Plus Program (CA) 1,775 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.