Money Purchase · DOL Form 5500 · 2024
Rose-Hulman Institute of Technology Money Purchase Plan
Data updated 2026-08-25
- $220M
- Total assets Near avg plan size
- 576
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $381,327
- Avg per participant High balance/head
Official DOL plan name: Rose-Hulman Institute of Technology Money Purchase Purchase Plan · Sponsored by Rose-Hulman Institute of Technology · Indiana · Educational Services
$220M in assets, 576 participants
Rose-Hulman Institute of Technology's Rose-Hulman Institute of Technology Money Purchase Purchase Plan reported $220M in total assets and 576 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,310 in Educational Services (3,638 peers)
Where Rose-Hulman Institute of Technology Money Purchase Purchase Plan sits by assets
Rose-Hulman Institute of Technology Money Purchase Purchase Plan sits in the top 5% of all filed plans by assets, $220M for 576 participants (~$381,327/participant), up 8.8% in 2024.
- #3,310
- in Educational Services (3,638 peers)
- +8.8%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Rose-Hulman Institute of Technology Money Purchase Purchase Plan's outsized position by total assets
Rose-Hulman Institute of Technology Money Purchase Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$219,644,569 Top 5% higher than 95% 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
Rose-Hulman Institute of Technology Money Purchase Purchase Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose-Hulman Institute of Technology Money Purchase Purchase Plan sits mid-pack in the medium band (576 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan reported net income fell from $24M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan end-of-year assets rose from $202M in the plan year 2023 filing to $220M in the plan year 2024 filing.
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan reported participants fell from 593 in the plan year 2023 filing to 576 in the plan year 2024 filing.
DOL schedule card
Filing strip 350868149 · Rose-Hulman Institute of Technology PY 2024 · Money Purchase
Rose-Hulman Institute of Technology Money Purchase Purchase Plan · $220M · 576 · 95th
- 5500 $220M
- ASSETS 576
- PCT 95th
- EIN Money Purchase
- RANK near Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan
- PHOTO ind #3310
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 Indiana →
Rose-Hulman Institute of Technology Money Purchase Purchase Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $202M |
|---|---|
| Net Assets (End of Year) | $220M |
| Net Income | $18M |
| Employer EIN | 350868149 |
| Plan Effective Date | 1919-12-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rose-Hulman Institute of Technology)
Sponsor-wide plan assets over time
All Rose-Hulman Institute of Technology plans reported in each filing year
- Latest sponsor-wide plan assets
- $220M 23.31987963367728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 498 | $178M |
| 2023 | 1 | 593 | $202M |
| 2024 | 1 | 576 | $220M |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- I.B.E.W Local 697 Defined Contribution Plan $433M · 986
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $198M · 2,945
- IBEW Local 531 & NECA Money Purchase Pension Plan $137M · 705
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $128M · 1,457
- Ncaa Retirement Plan $102M · 578
Rose-Hulman Institute of Technology Money Purchase Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan in MO ($219M); by covered participants it is Mary Rutan Health Association of Logan County Employees Pension Plan in OH (576 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($220M here).
- Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan (MO) $219M · 1,466
- Plumbers & Pipefitters Local No 189 Retirement Savings Plan (OH) $221M · 1,385
- Midwest Pipe Trades Retirement Plan (TN) $222M · 1,544
- International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) $216M · 1,188
Similar participant headcount
Nearest other-state filings by covered participants (576 participants); asset peers above are excluded.
- Mary Rutan Health Association of Logan County Employees Pension Plan (OH) 576 · 0 off
- Facility Solutions Group, Inc Davis-Bacon Pension Plan & Trust (TX) 577 · 1 off
- Central Texas College Employees' Pension Plan and Trust (TX) 577 · 1 off
- Presbyterian Seniorcare Defined Contribution Plan (PA) 574 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.