Defined Benefit (Pension) · DOL Form 5500 · 2024

Sid W. Richardson Foundation Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
14
Participants Small participant base
45th
Percentile by assets National rank
$420,752
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Sid W. Richardson Foundation · Sponsored by Sid W. Richardson Foundation · Texas · Other Services

$6M in assets, 14 participants

Sid W. Richardson Foundation's Retirement Plan for Employees of Sid W. Richardson Foundation reported $6M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,127 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Retirement Plan for Employees of Sid W. Richardson Foundation ranks #5,127 of 7,719 2024 filers by assets (341% of the sector average)-$6M for 14 participants.

#5,127
in Other Services (7,719 peers)
+2.1%
assets growth YoY

Retirement Plan for Employees of Sid W. Richardson Foundation's mid-pack asset rank among Other Services and all filers

Retirement Plan for Employees of Sid W. Richardson Foundation vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,890,526 45th percentile higher than 45% of 123,620 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 2024

Retirement Plan for Employees of Sid W. Richardson Foundation among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Sid W. Richardson Foundation is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Sid W. Richardson Foundation reported net income fell from $234K in the plan year 2023 filing to $124K in the plan year 2024 filing.
  • Retirement Plan for Employees of Sid W. Richardson Foundation reported participants rose from 11 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Retirement Plan for Employees of Sid W. Richardson Foundation end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 756015828 · Sid W. Richardson Foundation PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Sid W. Richardson Foundation · $6M · 14 · 45th

  • ASSETS $6M
  • PCT 14
  • EIN 45th
  • RANK Defined Benefit (Pension)
  • PHOTO near Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan
  • IND ind #5127

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 →

Retirement Plan for Employees of Sid W. Richardson Foundation in the asset neighbourhood

Pension Plan of York Container CompanyPension Plan of York Contain…$6MRetirement Plan for Employees of Sid W. Richardson FoundationRetirement Plan for Employee…$6MAshwani Bhardwaj, M.D., Inc. Defined Benefit Pension PlanAshwani Bhardwaj, M.D., Inc.…$6MMe West Castings Pension Plan for Tempe Bargaining Unit EmployeesMe West Castings Pension Pla…$6MParham Tabibian, M.D., Inc. Defined Benefit Pension PlanParham Tabibian, M.D., Inc. …$6M
End-of-year total assets ($M) among Retirement Plan for Employees of Sid W. Richardson Foundation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$124K
Employer EIN756015828
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sid W. Richardson Foundation)

Sponsor-wide plan assets over time

All Sid W. Richardson Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.456930902066923% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M 202220232024 $5.53M $5.89M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 12 $6M
2023 1 11 $6M
2024 1 14 $6M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Sid W. Richardson Foundation vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of Sid W. Richardson Foundation, Total assets ($B): 0.005890526 · Participants: 14Retirement Plan for Employees of Sid W. Richardson FoundationAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Retirement Plan for Employees of Sid W. Richardson Foundation vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of Sid W. Richardson Foundation side-by-side with 3 peers →

Retirement Plan for Employees of Sid W. Richardson Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan in CA ($6M); by covered participants it is Cypress Hills Cemetery Pension Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Sid W. Richardson Foundation assets move in 2024? ▼
Retirement Plan for Employees of Sid W. Richardson Foundation edged up modestly - up 2.1% during 2024, from $6M to $6M. Reported net income was $124K.
How have Sid W. Richardson Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sid W. Richardson Foundation's sponsor-wide assets grew 6.5%, from $6M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Sid W. Richardson Foundation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ashwani Bhardwaj, M.D., Inc. Defined Benefit Pension Plan in CA ($6M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Sid W. Richardson Foundation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cypress Hills Cemetery Pension Plan in NY (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 756015828.

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.