Defined Benefit (Pension) · DOL Form 5500 · 2023

Sid W. Richardson Foundation Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
47th
Percentile by assets National rank
$524,256
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Sid W. Richardson Foundation · Sponsored by Sid W. Richardson Foundation · Texas · Other Services

$6M in assets, 11 participants

Sid W. Richardson Foundation's Retirement Plan for Employees of Sid W. Richardson Foundation reported $6M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,328 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Retirement Plan for Employees of Sid W. Richardson Foundation ranks #5,328 of 7,857 2023 filers by assets (348% of the sector average)-$6M for 11 participants.

#5,328
in Other Services (7,857 peers)
+4.2%
assets growth YoY

Retirement Plan for Employees of Sid W. Richardson Foundation's mid-pack asset rank among Other Services and all filers

Retirement Plan for Employees of Sid W. Richardson Foundation vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,766,817 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Retirement Plan for Employees of Sid W. Richardson Foundation among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Sid W. Richardson Foundation is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Sid W. Richardson Foundation reported net income rose from -$605K in the plan year 2022 filing to $234K in the plan year 2023 filing.
  • Retirement Plan for Employees of Sid W. Richardson Foundation reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Retirement Plan for Employees of Sid W. Richardson Foundation end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 756015828 · Sid W. Richardson Foundation PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Sid W. Richardson Foundation · $6M · 11 · 47th

  • EOY $6M
  • EOY 11
  • EOY 47th
  • EOY Defined Benefit (Pension)
  • EOY near Pension Plan for Employees of United States Metal Powders Inc
  • EOY ind #5328

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 →

Retirement Plan for Employees of Sid W. Richardson Foundation in the asset neighbourhood

Retirement Plan for Employees of Sid W. Richardson FoundationRetirement Plan for Employee…$6MPension Plan for Employees of United States Metal Powders IncPension Plan for Employees o…$6MCorry Jamestown and Holga Pension Plan BCorry Jamestown and Holga Pe…$6MWestern Quality Foods, L.C. Retirement PlanWestern Quality Foods, L.C. …$6MSovereign Partners, LLC Defined Benefit PlanSovereign Partners, LLC Defi…$6M
End-of-year total assets ($M) among Retirement Plan for Employees of Sid W. Richardson Foundation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$234K
Employer EIN756015828
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sid W. Richardson Foundation)

Sponsor-wide plan assets over time

All Sid W. Richardson Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.456930902066923% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M 202220232024 $5.53M $5.89M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 12 $6M
2023 1 11 $6M
2024 1 14 $6M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Sid W. Richardson Foundation vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of Sid W. Richardson Foundation, Total assets ($B): 0.005766817 · Participants: 11Retirement Plan for Employees of Sid W. Richardson FoundationAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Retirement Plan for Employees of Sid W. Richardson Foundation vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of Sid W. Richardson Foundation side-by-side with 3 peers →

Retirement Plan for Employees of Sid W. Richardson Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of United States Metal Powders Inc in PA ($6M); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Sid W. Richardson Foundation assets move in 2023? ▼
Retirement Plan for Employees of Sid W. Richardson Foundation edged up modestly - up 4.2% during 2023, from $6M to $6M. Reported net income was $234K.
How have Sid W. Richardson Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sid W. Richardson Foundation's sponsor-wide assets grew 6.5%, from $6M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Sid W. Richardson Foundation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of United States Metal Powders Inc in PA ($6M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Sid W. Richardson Foundation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 756015828.

Read our methodology - how this data is sourced, computed, and verified.

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