Money Purchase · DOL Form 5500 · 2023

William Marsh Rice University Money Purchase Plan

Data updated 2026-08-25

$831M
Total assets Above avg plan size
6,776
Participants Above avg headcount
98th
Percentile by assets National rank
$122,684
Avg per participant Near avg balance/head
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Official DOL plan name: William Marsh Rice University Defined Contribution Retirement Plan · Sponsored by William Marsh Rice University · Texas · Educational Services

$831M in assets, 6,776 participants

William Marsh Rice University's William Marsh Rice University Defined Contribution Retirement Plan reported $831M in total assets and 6,776 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.

  • #3,652 in Educational Services (3,735 peers)

Coverage in Texas

William Marsh Rice University Defined Contribution Retirement Plan covers 6,776 participants in Texas, 9.9x the typical Texas plan (state average ~688 per filing). Assets: $831M.

#3,652
in Educational Services (3,735 peers)
+15.7%
assets growth YoY
8.3×
vs typical plan assets (national mean)

William Marsh Rice University Defined Contribution Retirement Plan's outsized position by total assets

William Marsh Rice University Defined Contribution Retirement Plan vs every filed plan by assets

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

$831,309,998 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

William Marsh Rice University 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. William Marsh Rice University Defined Contribution Retirement Plan lands in the large band (6,776 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William Marsh Rice University Defined Contribution Retirement Plan reported net income rose from -$111M in the plan year 2022 filing to $113M in the plan year 2023 filing.
  • William Marsh Rice University Defined Contribution Retirement Plan end-of-year assets rose from $718M in the plan year 2022 filing to $831M in the plan year 2023 filing.
  • William Marsh Rice University Defined Contribution Retirement Plan reported participants fell from 6,837 in the plan year 2022 filing to 6,776 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741109620 · William Marsh Rice University PY 2023 · Money Purchase

William Marsh Rice University Defined Contribution Retirement Plan · $831M · 6,776 · 98th

  • 5500 $831M
  • 5500 6,776
  • 5500 98th
  • 5500 Money Purchase
  • 5500 near Massachusetts Financial Services Company Defined Contribution Plan
  • 5500 ind #3652

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 Defined Contribution Retirement Plan in the asset neighbourhood

Excavators Union Local 731 Annuity FundExcavators Union Local 731 A…$848MTeamster Local 282 Annuity Trust FundTeamster Local 282 Annuity T…$839MMassachusetts Financial Services Company Defined Contribution PlanMassachusetts Financial Serv…$839MWilliam Marsh Rice University Defined Contribution Retirement PlanWilliam Marsh Rice Universit…$831M401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff401(a) Def Cont Ret Plan for…$820M
End-of-year total assets ($M) among William Marsh Rice University Defined Contribution Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$718M
Net Assets (End of Year)$831M
Net Income$113M
Employer EIN741109620
Plan Effective Date1989-01-01
Filing StatusFILING 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
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.38B $1.78B ▲ +29.0%
Year Plans Participants Total Assets
2022 2 12,050 $1.4B
2023 2 12,121 $1.6B
2024 2 12,012 $1.8B

Nearby Money Purchase Plans in Texas

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

William Marsh Rice University Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants William Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity PlanSouth Central Annuity Fund, Total assets ($B): 0.12900289 · Participants: 8750South Central Annuity Fund
William Marsh Rice University Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare William Marsh Rice University Defined Contribution Retirement Plan side-by-side with 3 peers →

Scale composition for William Marsh Rice University Defined Contribution Retirement Plan

William Marsh Rice University Defined Contribution Retirement Plan reports $831M in end-of-year assets across 6,776 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $122,684 per participant (89% of the national average assets-per-participant) . Net income for plan year 2023 was $113M.

This plan identity (EIN 741109620, plan #009) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $718M to $930M (+29.4%) while covered participants moved from 6,837 to 6,787 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,837 $718M Open filing
2023 6,776 $831M This page
2024 · index core 6,787 $930M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

William Marsh Rice University Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Massachusetts Financial Services Company Defined Contribution Plan in MA ($839M); by covered participants it is City of Hope National Medical Center Defined Contribution Retirement Plan in CA (6,781 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,776 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 William Marsh Rice University Defined Contribution Retirement Plan assets move in 2023? ▼
William Marsh Rice University Defined Contribution Retirement Plan grew sharply - up 15.7% during 2023, from $718M to $831M. Reported net income was $113M.
How have William Marsh Rice University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Marsh Rice University's sponsor-wide assets grew 28.4%, from $1.4B to $1.8B.
Where does William Marsh Rice University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
William Marsh Rice University 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 Money Purchase plans are similar in size to William Marsh Rice University Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Massachusetts Financial Services Company Defined Contribution Plan in MA ($839M, 1,683 participants).
Which Money Purchase plans cover a similar participant headcount to William Marsh Rice University Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is City of Hope National Medical Center Defined Contribution Retirement Plan in CA (6,781 participants, $389M 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 741109620.

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.