Other · DOL Form 5500 · 2023

Roger Williams University Retirement Plan

Data updated 2026-08-25

$336M
Total assets Above avg plan size
2,740
Participants Above avg headcount
96th
Percentile by assets National rank
$122,603
Avg per participant Near avg balance/head
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Official DOL plan name: Roger Williams University Retirement Plan · Sponsored by Roger Williams University · Rhode Island · Educational Services

$336M in assets, 2,740 participants

Roger Williams University's Roger Williams University Retirement Plan reported $336M in total assets and 2,740 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,528 in Educational Services (3,735 peers)

Where Roger Williams University Retirement Plan sits by assets

Roger Williams University Retirement Plan sits in the top 5% of all filed plans by assets, $336M for 2,740 participants (~$122,603/participant), up 13.3% in 2023.

#3,528
in Educational Services (3,735 peers)
+13.3%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Roger Williams University Retirement Plan's outsized position by total assets

Roger Williams University Retirement Plan vs every filed plan by assets

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

$335,932,553 Top 4% higher than 96% 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

Roger Williams University 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. Roger Williams University Retirement Plan lands in the large band (2,740 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roger Williams University Retirement Plan reported net income rose from -$47M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Roger Williams University Retirement Plan reported participants rose from 1,769 in the plan year 2022 filing to 2,740 in the plan year 2023 filing.
  • Roger Williams University Retirement Plan end-of-year assets rose from $297M in the plan year 2022 filing to $336M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 050277222 · Roger Williams University PY 2023 · Other

Roger Williams University Retirement Plan · $336M · 2,740 · 96th

  • IND $336M
  • EOY 2,740
  • 5500 96th
  • ASSETS Other
  • PCT near Oak Ridge Associated Universities 403(b) Retirement Plan
  • EIN ind #3528

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 Rhode Island →

Roger Williams University Retirement Plan in the asset neighbourhood

Monmouth University Defined Contribution Retirement PlanMonmouth University Defined …$337MRoger Williams University Retirement PlanRoger Williams University Re…$336MOak Ridge Associated Universities 403(b) Retirement PlanOak Ridge Associated Univers…$336MUniversity of Puget Sound Retirement Savings PlanUniversity of Puget Sound Re…$336MTufts Medical Center, Inc. Retirement Savings Plan - 403(b)Tufts Medical Center, Inc. R…$335M
End-of-year total assets ($M) among Roger Williams University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$297M
Net Assets (End of Year)$336M
Net Income$39M
Employer EIN050277222
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roger Williams University)

Sponsor-wide plan assets over time

All Roger Williams University plans reported in each filing year

Latest sponsor-wide plan assets
$360M 21.317224669891978% vs 2022
2024 filing year
$280M$300M$320M$340M$360M$380M 202220232024 $297M $360M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 1,769 $297M
2023 1 2,740 $336M
2024 1 3,017 $360M

Nearby Other Plans in Rhode Island

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

Roger Williams University Retirement Plan vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants Roger Williams University Retirement Plan, Total assets ($B): 0.335932553 · Participants: 2740Roger Williams University Retirement PlanBrown University Defined Contribution Legacy Retirement Plan, Total assets ($B): 1.400883938 · Participants: 1272Brown University Defined Contribution Legacy Retirement PlanLifespan Corporation 403(b)Retirement Plan, Total assets ($B): 1.164361597 · Participants: 9416Lifespan Corporation 403(b)Retirement PlanBrown University Defined Contribution Deferred Vesting Retirement Plan, Total assets ($B): 0.812750487 · Participants: 5630Brown University Defined Contribution Deferred Vesting Retirement PlanProvidence College 403(b) Plan, Total assets ($B): 0.359922183 · Participants: 984Providence College 403(b) PlanRhode Island School of Design Retirement Plan, Total assets ($B): 0.253267519 · Participants: 923Rhode Island School of Design Retirement Plan
Roger Williams University Retirement Plan vs. nearby Other plans in Rhode Island, assets vs. participants
Compare Roger Williams University Retirement Plan side-by-side with 3 peers →

Roger Williams University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Rhode Island, the nearest Other by assets is Oak Ridge Associated Universities 403(b) Retirement Plan in TN ($336M); by covered participants it is Southwest Matching Defined Contribution Retirement Plan in OH (2,736 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,740 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 Roger Williams University Retirement Plan assets move in 2023? ▼
Roger Williams University Retirement Plan grew at a solid clip - up 13.3% during 2023, from $297M to $336M. Reported net income was $39M.
How have Roger Williams University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roger Williams University's sponsor-wide assets grew 21.3%, from $297M to $360M.
Where does Roger Williams University Retirement Plan rank by assets among Form 5500 filers? ▼
Roger Williams University Retirement Plan ranks in the 96th 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 Other plans are similar in size to Roger Williams University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Oak Ridge Associated Universities 403(b) Retirement Plan in TN ($336M, 1,041 participants).
Which Other plans cover a similar participant headcount to Roger Williams University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Southwest Matching Defined Contribution Retirement Plan in OH (2,736 participants, $222M 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 050277222.

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.