Other · DOL Form 5500 · 2023
University of Dallas Retirement Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 482
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $192,634
- Avg per participant Above avg balance/head
Official DOL plan name: University of Dallas Defined Contribution Retirement Plan · Sponsored by University of Dallas · Texas · Educational Services
$93M in assets, 482 participants
University of Dallas's University of Dallas Defined Contribution Retirement Plan reported $93M in total assets and 482 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,134 in Educational Services (3,735 peers)
Where University of Dallas Defined Contribution Retirement Plan sits by assets
University of Dallas Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $93M for 482 participants (~$192,634/participant), up 8.1% in 2023.
- #3,134
- in Educational Services (3,735 peers)
- +8.1%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
University of Dallas Defined Contribution Retirement Plan's outsized position by total assets
University of Dallas Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$92,849,361 Top 9% higher than 91% 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
University of Dallas Defined Contribution Retirement 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. University of Dallas Defined Contribution Retirement Plan sits mid-pack in the medium band (482 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Dallas Defined Contribution Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- University of Dallas Defined Contribution Retirement Plan end-of-year assets rose from $86M in the plan year 2022 filing to $93M in the plan year 2023 filing.
- University of Dallas Defined Contribution Retirement Plan reported participants fell from 499 in the plan year 2022 filing to 482 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 750926755 · University of Dallas PY 2023 · Other
University of Dallas Defined Contribution Retirement Plan · $93M · 482 · 91st
- 5500 $93M
- 5500 482
- 5500 91st
- 5500 Other
- 5500 near Versiti 403(b) Retirement Plan
- 5500 ind #3134
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 →
University of Dallas Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $7M |
| Employer EIN | 750926755 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Dallas)
Sponsor-wide plan assets over time
All University of Dallas plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 15.541046533497257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 499 | $86M |
| 2023 | 1 | 482 | $93M |
| 2024 | 1 | 488 | $99M |
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
University of Dallas Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Versiti 403(b) Retirement Plan in WI ($93M); by covered participants it is The Exploratorium Retirement Plan in CA (482 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
- Versiti 403(b) Retirement Plan (WI) $93M · 439
- Spelman College Defined Contribution Plan (GA) $93M · 696
- Dominican University of California DC Retirement Plan (CA) $93M · 493
- Kqed Inc. Tax Sheltered Annuity Plan (CA) $92M · 389
Similar participant headcount
Nearest other-state filings by covered participants (482 participants); asset peers above are excluded.
- The Exploratorium Retirement Plan (CA) 482 · 0 off
- Bayada Home Health Care 403(b) Plan (NJ) 482 · 0 off
- Hendrix College Defined Contribution Retirement Plan (AR) 483 · 1 off
- Center for Creative Leadership Retirement Savings Plan (NC) 481 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.