Other · DOL Form 5500 · 2023

University of Richmond Retirement Plan

Data updated 2026-08-25

$629M
Total assets Above avg plan size
1,843
Participants Near avg headcount
98th
Percentile by assets National rank
$341,480
Avg per participant High balance/head
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Official DOL plan name: University of Richmond Defined Contribution Retirement Plan · Sponsored by University of Richmond · Virginia · Educational Services

$629M in assets, 1,843 participants

University of Richmond's University of Richmond Defined Contribution Retirement Plan reported $629M in total assets and 1,843 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,626 in Educational Services (3,735 peers)

Coverage in Virginia

University of Richmond Defined Contribution Retirement Plan covers 1,843 participants in Virginia, 2.4x the typical Virginia plan (state average ~782 per filing). Assets: $629M.

#3,626
in Educational Services (3,735 peers)
+13.1%
assets growth YoY
6.3×
vs typical plan assets (national mean)

University of Richmond Defined Contribution Retirement Plan's outsized position by total assets

University of Richmond Defined Contribution Retirement Plan vs every filed plan by assets

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

$629,346,902 Top 2% higher than 98% 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

University of Richmond Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Richmond Defined Contribution Retirement Plan lands in the large band (1,843 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Richmond Defined Contribution Retirement Plan reported net income rose from -$87M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • University of Richmond Defined Contribution Retirement Plan end-of-year assets rose from $556M in the plan year 2022 filing to $629M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540505965 · University of Richmond PY 2023 · Other

University of Richmond Defined Contribution Retirement Plan · $629M · 1,843 · 98th

  • EBSA $629M
  • PART 1,843
  • TYPE 98th
  • NET Other
  • BOOK near Scripps Health 403(b) Plan
  • VS-ST ind #3626

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 Virginia →

University of Richmond Defined Contribution Retirement Plan in the asset neighbourhood

Bucknell University Defined Contribution Retirement PlanBucknell University Defined …$632MScripps Health 403(b) Plan$630MUniversity of Richmond Defined Contribution Retirement PlanUniversity of Richmond Defin…$629MSeton Hall University Retirement PlanSeton Hall University Retire…$628MWorcester Polytechnic Institute Defined Contribution PlanWorcester Polytechnic Instit…$627M
End-of-year total assets ($M) among University of Richmond Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$556M
Net Assets (End of Year)$629M
Net Income$73M
Employer EIN540505965
Plan Effective Date1940-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Richmond)

Sponsor-wide plan assets over time

All University of Richmond plans reported in each filing year

Latest sponsor-wide plan assets
$685M 23.19607912955104% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $556M $685M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 1,837 $556M
2023 1 1,843 $629M
2024 1 1,810 $685M

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

University of Richmond Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 01234 Total assets ($B) Participants University of Richmond Defined Contribution Retirement Plan, Total assets ($B): 0.629346902 · Participants: 1843University of Richmond Defined Contribution Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
University of Richmond Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare University of Richmond Defined Contribution Retirement Plan side-by-side with 3 peers →

University of Richmond Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Scripps Health 403(b) Plan in CA ($630M); by covered participants it is Smith College Defined Contribution Retirement Plan in MA (1,843 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($629M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,843 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 University of Richmond Defined Contribution Retirement Plan assets move in 2023? ▼
University of Richmond Defined Contribution Retirement Plan grew at a solid clip - up 13.1% during 2023, from $556M to $629M. Reported net income was $73M.
How have University of Richmond plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Richmond's sponsor-wide assets grew 23.2%, from $556M to $685M.
Where does University of Richmond Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of Richmond Defined Contribution Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of Richmond Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Scripps Health 403(b) Plan in CA ($630M, 16,944 participants).
Which Other plans cover a similar participant headcount to University of Richmond Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Smith College Defined Contribution Retirement Plan in MA (1,843 participants, $583M 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 540505965.

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.