Money Purchase · DOL Form 5500 · 2023

Texas A&m Foundation Money Purchase Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
177
Participants Small participant base
83rd
Percentile by assets National rank
$233,771
Avg per participant Above avg balance/head
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Official DOL plan name: Texas A&m Foundation Employees' Pension Plan · Sponsored by Texas A&m Foundation · Texas · Other Services

$41M in assets, 177 participants

Texas A&m Foundation's Texas A&m Foundation Employees' Pension Plan reported $41M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,249 in Other Services (7,857 peers)

Coverage in Texas

Texas A&m Foundation Employees' Pension Plan covers 177 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $41M.

#7,249
in Other Services (7,857 peers)
+19.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Texas A&m Foundation Employees' Pension Plan's outsized position by total assets

Texas A&m Foundation Employees' Pension Plan vs every filed plan by assets

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

$41,377,495 Top 17% higher than 83% 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

Texas A&m Foundation Employees' Pension 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. Texas A&m Foundation Employees' Pension Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas A&m Foundation Employees' Pension Plan reported net income rose from $1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Texas A&m Foundation Employees' Pension Plan end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Texas A&m Foundation Employees' Pension Plan reported participants rose from 163 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742245072 · Texas A&m Foundation PY 2023 · Money Purchase

Texas A&m Foundation Employees' Pension Plan · $41M · 177 · 83rd

  • EIN $41M
  • RANK 177
  • PHOTO 83rd
  • IND Money Purchase
  • EOY near Roofers Union Local No. 70 Pension Plan
  • 5500 ind #7249

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 Other Services retirement plans → · Plans in Texas →

Texas A&m Foundation Employees' Pension Plan in the asset neighbourhood

Norton Sound Health Corporation Money Purchase Pension Plan & TrustNorton Sound Health Corporat…$42MInsulators Local 45 Defined Contribution Pension FundInsulators Local 45 Defined …$42MTexas A&m Foundation Employees' Pension PlanTexas A&m Foundation Employe…$41MRoofers Union Local No. 70 Pension PlanRoofers Union Local No. 70 P…$41MUnite Here! Local 54 Severance FundUnite Here! Local 54 Severan…$41M
End-of-year total assets ($M) among Texas A&m Foundation Employees' Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN742245072
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas A&m Foundation)

Sponsor-wide plan assets over time

All Texas A&m Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$52M 29.168417798709406% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.6M $52.4M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 323 $41M
2023 2 351 $47M
2024 2 356 $52M

Nearby Money Purchase Plans in Texas

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

Texas A&m Foundation Employees' Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Texas A&m Foundation Employees' Pension Plan, Total assets ($B): 0.041377495 · Participants: 177Texas A&m Foundation Employees' Pension 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 PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($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 Plan
Texas A&m Foundation Employees' Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Texas A&m Foundation Employees' Pension Plan side-by-side with 3 peers →

Texas A&m Foundation Employees' Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Roofers Union Local No. 70 Pension Plan in MI ($41M); by covered participants it is Whitefish Credit Union Association Employees' Pension Plan in MT (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Texas A&m Foundation Employees' Pension Plan assets move in 2023? ▼
Texas A&m Foundation Employees' Pension Plan grew sharply - up 19.1% during 2023, from $35M to $41M. Reported net income was $7M.
How have Texas A&m Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas A&m Foundation's sponsor-wide assets grew 29.2%, from $41M to $52M.
Where does Texas A&m Foundation Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Texas A&m Foundation Employees' Pension Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Texas A&m Foundation Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Roofers Union Local No. 70 Pension Plan in MI ($41M, 378 participants).
Which Money Purchase plans cover a similar participant headcount to Texas A&m Foundation Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Whitefish Credit Union Association Employees' Pension Plan in MT (178 participants, $7M 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 742245072.

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.