Other · DOL Form 5500 · 2024
University of Richmond Retirement Plan
Data updated 2026-08-25
- $685M
- Total assets Above avg plan size
- 1,810
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $378,713
- Avg per participant High balance/head
Official DOL plan name: University of Richmond Defined Contribution Retirement Plan · Sponsored by University of Richmond · Virginia · Educational Services
$685M in assets, 1,810 participants
University of Richmond's University of Richmond Defined Contribution Retirement Plan reported $685M in total assets and 1,810 participants in its 2024 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.
- #3,530 in Educational Services (3,638 peers)
Coverage in Virginia
University of Richmond Defined Contribution Retirement Plan covers 1,810 participants in Virginia, 2.3x the typical Virginia plan (state average ~782 per filing). Assets: $685M.
- #3,530
- in Educational Services (3,638 peers)
- +8.9%
- assets growth YoY
- 6.9×
- vs typical plan assets (national mean)
University of Richmond Defined Contribution Retirement Plan's outsized position by total assets
University of Richmond Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$685,470,174 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
University of Richmond Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Richmond Defined Contribution Retirement Plan lands in the large band (1,810 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Richmond Defined Contribution Retirement Plan reported net income fell from $73M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- University of Richmond Defined Contribution Retirement Plan end-of-year assets rose from $629M in the plan year 2023 filing to $685M in the plan year 2024 filing.
- University of Richmond Defined Contribution Retirement Plan reported participants fell from 1,843 in the plan year 2023 filing to 1,810 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 540505965 · University of Richmond PY 2024 · Other
University of Richmond Defined Contribution Retirement Plan · $685M · 1,810 · 98th
- PHOTO $685M
- PHOTO 1,810
- PHOTO 98th
- PHOTO Other
- PHOTO near Retirement Plan of Creighton University
- PHOTO ind #3530
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 Virginia →
University of Richmond Defined Contribution Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $629M |
|---|---|
| Net Assets (End of Year) | $685M |
| Net Income | $56M |
| Employer EIN | 540505965 |
| Plan Effective Date | 1940-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Richmond)
Sponsor-wide plan assets over time
All University of Richmond plans reported in each filing year
- Latest sponsor-wide plan assets
- $685M 23.19607912955104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,837 | $556M |
| 2023 | 1 | 1,843 | $629M |
| 2024 | 1 | 1,810 | $685M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
University of Richmond Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Retirement Plan of Creighton University in NE ($684M); by covered participants it is Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) in MA (1,812 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($685M here).
- Retirement Plan of Creighton University (NE) $684M · 3,534
- Worcester Polytechnic Institute Defined Contribution Plan (MA) $687M · 1,493
- Wesleyan University Retirement Plan (CT) $688M · 1,714
- Seton Hall University Retirement Plan (NJ) $691M · 1,249
Similar participant headcount
Nearest other-state filings by covered participants (1,810 participants); asset peers above are excluded.
- Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) (MA) 1,812 · 2 off
- Campbell University Defined Contribution Retirement Plan (NC) 1,807 · 3 off
- The Northwest Hospital Center, Inc. 403(b) Matching Retirement Plan (MD) 1,805 · 5 off
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan (CA) 1,817 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.