Other · DOL Form 5500 · 2023
William Marsh Rice University Retirement Plan
Data updated 2026-08-25
- $764M
- Total assets Above avg plan size
- 5,345
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $142,881
- Avg per participant Near avg balance/head
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.
- #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.
- #3,643
- in Educational Services (3,735 peers)
- +14.6%
- assets growth YoY
- 7.7×
- vs typical plan assets (national mean)
William Marsh Rice University Supplemental 403(b) Plan's outsized position by total assets
William Marsh Rice University Supplemental 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$763,696,889 Top 2% higher than 98% 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
William Marsh Rice University Supplemental 403(b) 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. William Marsh Rice University Supplemental 403(b) Plan lands in the large band (5,345 participants).
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.
Form 5500 schedule snapshot
Filing strip 741109620 · William Marsh Rice University PY 2023 · Other
William Marsh Rice University Supplemental 403(b) Plan · $764M · 5,345 · 98th
- EBSA $764M
- PART 5,345
- TYPE 98th
- NET Other
- BOOK near The Rockefeller University Retirement Plan
- VS-ST ind #3643
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 Texas →
William Marsh Rice University Supplemental 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All William Marsh Rice University plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 28.39537525284212% vs 2022
- 2024 filing year
| 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.
- 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)
William Marsh Rice University Supplemental 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is The Rockefeller University Retirement Plan in NY ($761M); by covered participants it is Childrens Hospitals and Clinics Matched Savings Plan in MN (5,331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($764M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,345 participants); asset peers above are excluded.
- Childrens Hospitals and Clinics Matched Savings Plan (MN) 5,331 · 14 off
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (NY) 5,316 · 29 off
- Pinnacle Health System 403b Tax Sheltered Savings Plan (PA) 5,380 · 35 off
- Atlanticare 403(b) Retirement Plan (NJ) 5,391 · 46 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.