Other · DOL Form 5500 · 2023
Texas A&m Foundation Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $31,259
- Avg per participant Low balance/head
Official DOL plan name: Texas A&m Foundation Employees' 403(b) Plan · Sponsored by Texas A&m Foundation · Texas · Other Services
$5M in assets, 174 participants
Texas A&m Foundation's Texas A&m Foundation Employees' 403(b) Plan reported $5M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #5,260 in Other Services (7,857 peers)
Coverage in Texas
Texas A&m Foundation Employees' 403(b) Plan covers 174 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $5M.
- #5,260
- in Other Services (7,857 peers)
- -6.6%
- assets change YoY
The plan reported a net loss of $385K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Texas A&m Foundation Employees' 403(b) Plan's mid-pack asset rank among Other Services and all filers
Texas A&m Foundation Employees' 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,439,017 46th percentile higher than 46% 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
Texas A&m Foundation Employees' 403(b) 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. Texas A&m Foundation Employees' 403(b) Plan sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Texas A&m Foundation Employees' 403(b) Plan reported net income fell from -$31K in the plan year 2022 filing to -$385K in the plan year 2023 filing.
- Texas A&m Foundation Employees' 403(b) Plan reported participants rose from 160 in the plan year 2022 filing to 174 in the plan year 2023 filing.
- Texas A&m Foundation Employees' 403(b) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 742245072 · Texas A&m Foundation PY 2023 · Other
Texas A&m Foundation Employees' 403(b) Plan · $5M · 174 · 46th
- SCH $5M
- SCH 174
- SCH 46th
- SCH Other
- SCH near Retirement Plan of Echoing Hills Village, Inc.
- SCH ind #5260
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 →
Texas A&m Foundation Employees' 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$385K |
| Employer EIN | 742245072 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas A&m Foundation)
Sponsor-wide plan assets over time
All Texas A&m Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 29.168417798709406% vs 2022
- 2024 filing year
| 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.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Texas A&m Foundation Employees' 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Retirement Plan of Echoing Hills Village, Inc. in OH ($5M); by covered participants it is Kansas City Care Clinic Retirement Plan in MO (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- Kansas City Care Clinic Retirement Plan (MO) 174 · 0 off
- Salisbury School DC Retirement Plan (CT) 174 · 0 off
- Murrieta Development Co., Inc. Prevailing Wage Retirement Plan (CA) 174 · 0 off
- Masonic Home of Virginia Employee Benefits Plan (VA) 174 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.