Other · DOL Form 5500 · 2023
William Marsh Rice University Retirement Plan
Data updated 2026-08-11
- $764M
- Total assets
- 5,345
- Participants
- 98th
- Percentile by assets
- $142,881
- Avg per participant
Official DOL plan name: William Marsh Rice University Supplemental 403(b) Plan · Sponsored by William Marsh Rice University · Texas · Educational Services
$764M in assets, 5,345 participants
William Marsh Rice University's William Marsh Rice University Supplemental 403(b) Plan reported $764M in total assets and 5,345 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.
- 98th percentile by assets (of 127,072 plans)
- #3,643 in Educational Services (3,735 peers)
Coverage in Texas
William Marsh Rice University Supplemental 403(b) Plan covers 5,345 participants in Texas, 7.8x the typical Texas plan (state average ~688 per filing). Assets: $764M.
- $764M
- total plan assets (2023 EOY)
- 5,345
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $142,881
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- William Marsh Rice University Supplemental 403(b) Plan reported net income rose from -$107M in the plan year 2022 filing to $98M in the plan year 2023 filing.
- William Marsh Rice University Supplemental 403(b) Plan end-of-year assets rose from $666M in the plan year 2022 filing to $764M in the plan year 2023 filing.
- William Marsh Rice University Supplemental 403(b) Plan reported participants rose from 5,213 in the plan year 2022 filing to 5,345 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. William Marsh Rice University Supplemental 403(b) Plan reports 5,345 participants - 7.8x that state average ($764M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $666M |
|---|---|
| Net Assets (End of Year) | $764M |
| Net Income | $98M |
| Employer EIN | 741109620 |
| Plan Effective Date | 2007-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Marsh Rice University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,050 | $1.4B |
| 2023 | 2 | 12,121 | $1.6B |
| 2024 | 2 | 12,012 | $1.8B |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
William Marsh Rice University Supplemental 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants
- 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
Scale composition for William Marsh Rice University Supplemental 403(b) Plan
William Marsh Rice University Supplemental 403(b) Plan reports $764M in end-of-year assets across 5,345 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $142,881 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2023 was $98M.
This plan identity (EIN 741109620, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $666M to $848M (+27.3%) while covered participants moved from 5,213 to 5,225 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,213 | $666M | Open filing |
| 2023 | 5,345 | $764M | This page |
| 2024 · index core | 5,225 | $848M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- William Marsh Rice University Defined Contribution Retirement Plan (Money Purchase, $930M, 6,787 participants)
- William Marsh Rice University Supplemental 403(b) Plan (Other, $848M, 5,225 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to William Marsh Rice University Supplemental 403(b) Plan by total assets, not by location.
- The Rockefeller University Retirement Plan (NY) $761M · 1,330
- Summa Health 403(b) Retirement Savings Plan (OH) $768M · 4,948
- University of Miami Supplemental Retirement Annuity Program (FL) $758M · 1,918
- Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan (OH) $754M · 10,060
Frequently Asked Questions
How did William Marsh Rice University Supplemental 403(b) Plan assets move in 2023? ▼
How have William Marsh Rice University plan assets changed over time? ▼
Where does William Marsh Rice University Supplemental 403(b) Plan rank by assets among Form 5500 filers? ▼
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Next read for William Marsh Rice University Supplement…
Filing takeaways
Ways to act on William Marsh Rice University Supplemental 403(b) Plan's numbers.
- By total assets, William Marsh Rice University Supplemental 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- William Marsh Rice University's sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Educational Services plans