Other · DOL Form 5500 · 2023
The University of Texas/Texas A&m Investment Management Company Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 123
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $348,086
- Avg per participant High balance/head
Official DOL plan name: Utimco 403(b) Tax Sheltered Annuity Plan · Sponsored by The University of Texas/Texas A&m Investment Management Company · Texas · Finance & Insurance
$43M in assets, 123 participants
The University of Texas/Texas A&m Investment Management Company's Utimco 403(b) Tax Sheltered Annuity Plan reported $43M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #6,671 in Finance & Insurance (8,869 peers)
Coverage in Texas
Utimco 403(b) Tax Sheltered Annuity Plan covers 123 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $43M.
- #6,671
- in Finance & Insurance (8,869 peers)
- +22.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Utimco 403(b) Tax Sheltered Annuity Plan's outsized position by total assets
Utimco 403(b) Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,814,621 Top 16% higher than 84% 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
Utimco 403(b) Tax Sheltered Annuity 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. Utimco 403(b) Tax Sheltered Annuity Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Utimco 403(b) Tax Sheltered Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Utimco 403(b) Tax Sheltered Annuity Plan end-of-year assets rose from $35M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Utimco 403(b) Tax Sheltered Annuity Plan reported participants rose from 115 in the plan year 2022 filing to 123 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 742765082 · The University of Texas/Texas A&m Investment Management Company PY 2023 · Other
Utimco 403(b) Tax Sheltered Annuity Plan · $43M · 123 · 84th
- TYPE $43M
- NET 123
- BOOK 84th
- VS-ST Other
- BOY near The Boys' Latin School Retirement Plan
- SCH ind #6671
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 Finance & Insurance retirement plans → · Plans in Texas →
Utimco 403(b) Tax Sheltered Annuity Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $8M |
| Employer EIN | 742765082 |
| Plan Effective Date | 1996-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Texas/Texas A&m Investment Management Company)
Sponsor-wide plan assets over time
All The University of Texas/Texas A&m Investment Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 45.51939023988826% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $35M |
| 2023 | 1 | 123 | $43M |
| 2024 | 1 | 122 | $51M |
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
Utimco 403(b) Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is The Boys' Latin School Retirement Plan in MD ($43M); by covered participants it is University School of Jackson 403(b) Retirement Pla in TN (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- The Boys' Latin School Retirement Plan (MD) $43M · 131
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan (OH) $43M · 425
- Options Educational 403(b) Retirement Plan (CA) $43M · 781
- Moravian Academy 403(b) DC Plan (PA) $43M · 188
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- University School of Jackson 403(b) Retirement Pla (TN) 123 · 0 off
- International Institute of New England 403(b) Plan (MA) 123 · 0 off
- Iit Research Institute Employees' Tax Sheltered Annuity Plan (IL) 123 · 0 off
- Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan (MO) 123 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.