Money Purchase · DOL Form 5500 · 2023
Rose-Hulman Institute of Technology Money Purchase Plan
Data updated 2026-08-25
- $202M
- Total assets Near avg plan size
- 593
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $340,562
- Avg per participant High balance/head
Official DOL plan name: Rose-Hulman Institute of Technology Money Purchase Purchase Plan · Sponsored by Rose-Hulman Institute of Technology · Indiana · Educational Services
$202M in assets, 593 participants
Rose-Hulman Institute of Technology's Rose-Hulman Institute of Technology Money Purchase Purchase Plan reported $202M in total assets and 593 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,413 in Educational Services (3,735 peers)
Where Rose-Hulman Institute of Technology Money Purchase Purchase Plan sits by assets
Rose-Hulman Institute of Technology Money Purchase Purchase Plan sits in the top 5% of all filed plans by assets, $202M for 593 participants (~$340,562/participant), up 13.4% in 2023.
- #3,413
- in Educational Services (3,735 peers)
- +13.4%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Rose-Hulman Institute of Technology Money Purchase Purchase Plan's outsized position by total assets
Rose-Hulman Institute of Technology Money Purchase Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$201,953,419 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Rose-Hulman Institute of Technology Money Purchase Purchase Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose-Hulman Institute of Technology Money Purchase Purchase Plan sits mid-pack in the medium band (593 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan reported net income rose from -$24M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan reported participants rose from 498 in the plan year 2022 filing to 593 in the plan year 2023 filing.
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan end-of-year assets rose from $178M in the plan year 2022 filing to $202M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 350868149 · Rose-Hulman Institute of Technology PY 2023 · Money Purchase
Rose-Hulman Institute of Technology Money Purchase Purchase Plan · $202M · 593 · 95th
- VS-ST $202M
- VS-ST 593
- VS-ST 95th
- VS-ST Money Purchase
- VS-ST near Cement Masons Southern California Individual Retirement Account Defined Contribution Trust
- VS-ST ind #3413
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 Indiana →
Rose-Hulman Institute of Technology Money Purchase Purchase Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $178M |
|---|---|
| Net Assets (End of Year) | $202M |
| Net Income | $24M |
| Employer EIN | 350868149 |
| Plan Effective Date | 1919-12-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rose-Hulman Institute of Technology)
Sponsor-wide plan assets over time
All Rose-Hulman Institute of Technology plans reported in each filing year
- Latest sponsor-wide plan assets
- $220M 23.31987963367728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 498 | $178M |
| 2023 | 1 | 593 | $202M |
| 2024 | 1 | 576 | $220M |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- I.B.E.W Local 697 Defined Contribution Plan $390M · 981
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $173M · 2,898
- IBEW Local 531 & NECA Money Purchase Pension Plan $121M · 540
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $115M · 1,051
- Ncaa Retirement Plan $91M · 554
Rose-Hulman Institute of Technology Money Purchase Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is Cement Masons Southern California Individual Retirement Account Defined Contribution Trust in CA ($202M); by covered participants it is IBEW Local #972 Pension Plan and Trust in OH (595 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($202M here).
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (CA) $202M · 5,435
- Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan (MO) $204M · 1,450
- U. a. Local 38 Defined Contribution Pension Plan (CA) $198M · 1,323
- Retirement Plan for Lawyers of Debevoise & Plimpton LLP (NY) $197M · 134
Similar participant headcount
Nearest other-state filings by covered participants (593 participants); asset peers above are excluded.
- IBEW Local #972 Pension Plan and Trust (OH) 595 · 2 off
- The Contractors Retirement Plan (TX) 590 · 3 off
- Presbyterian Seniorcare DC Pension Plan (PA) 597 · 4 off
- Allied Workers Local 48 Annuity Plan (TN) 598 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.