Other · DOL Form 5500 · 2024
Texas A&m Foundation Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 177
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $35,726
- Avg per participant Low balance/head
Official DOL plan name: Texas A&m Foundation Employees' 403(b) Plan · Sponsored by Texas A&m Foundation · Texas · Other Services
$6M in assets, 177 participants
Texas A&m Foundation's Texas A&m Foundation Employees' 403(b) Plan reported $6M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #5,204 in Other Services (7,719 peers)
Coverage in Texas
Texas A&m Foundation Employees' 403(b) Plan covers 177 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $6M.
- #5,204
- in Other Services (7,719 peers)
- +16.3%
- assets growth YoY
Texas A&m Foundation Employees' 403(b) Plan's mid-pack asset rank among Other Services and all filers
Texas A&m Foundation Employees' 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,323,423 46th percentile higher than 46% 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
Texas A&m Foundation Employees' 403(b) 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. Texas A&m Foundation Employees' 403(b) Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Texas A&m Foundation Employees' 403(b) Plan reported net income rose from -$385K in the plan year 2023 filing to $884K in the plan year 2024 filing.
- Texas A&m Foundation Employees' 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Texas A&m Foundation Employees' 403(b) Plan reported participants rose from 174 in the plan year 2023 filing to 177 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 742245072 · Texas A&m Foundation PY 2024 · Other
Texas A&m Foundation Employees' 403(b) Plan · $6M · 177 · 46th
- NET $6M
- BOOK 177
- VS-ST 46th
- BOY Other
- SCH near Excelsior Academy Retirement Plan
- EBSA ind #5204
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' 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $884K |
| Employer EIN | 742245072 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 323 | $41M |
| 2023 | 2 | 351 | $47M |
| 2024 | 2 | 356 | $52M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Texas A&m Foundation Employees' 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Excelsior Academy Retirement Plan in UT ($6M); by covered participants it is Kentucky Country Day School 403(b) DC Plan in KY (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (177 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.