Other · DOL Form 5500 · 2024

The University of Texas/Texas A&m Investment Management Company Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
122
Participants Small participant base
84th
Percentile by assets National rank
$416,361
Avg per participant High balance/head
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Official DOL plan name: Utimco 403(b) Tax Sheltered Annuity Plan · Sponsored by The University of Texas/Texas A&m Investment Management Company · Texas · Finance & Insurance

$51M in assets, 122 participants

The University of Texas/Texas A&m Investment Management Company's Utimco 403(b) Tax Sheltered Annuity Plan reported $51M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,475 in Finance & Insurance (8,549 peers)

Coverage in Texas

Utimco 403(b) Tax Sheltered Annuity Plan covers 122 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $51M.

#6,475
in Finance & Insurance (8,549 peers)
+18.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Utimco 403(b) Tax Sheltered Annuity Plan's outsized position by total assets

Utimco 403(b) Tax Sheltered Annuity Plan vs every filed plan by assets

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

$50,796,033 Top 16% higher than 84% 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

Utimco 403(b) Tax Sheltered Annuity 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. Utimco 403(b) Tax Sheltered Annuity Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utimco 403(b) Tax Sheltered Annuity Plan end-of-year assets rose from $43M in the plan year 2023 filing to $51M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742765082 · The University of Texas/Texas A&m Investment Management Company PY 2024 · Other

Utimco 403(b) Tax Sheltered Annuity Plan · $51M · 122 · 84th

  • SCH $51M
  • SCH 122
  • SCH 84th
  • SCH Other
  • SCH near University of Charleston Retirement Plan
  • SCH ind #6475

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 Finance & Insurance retirement plans → · Plans in Texas →

Utimco 403(b) Tax Sheltered Annuity Plan in the asset neighbourhood

Keck Graduate Institute of Applied Life Sciences Academic Retirement PlanKeck Graduate Institute of A…$51MUniversity of Charleston Retirement PlanUniversity of Charleston Ret…$51MUtimco 403(b) Tax Sheltered Annuity PlanUtimco 403(b) Tax Sheltered …$51MGolden Valley Health Centers 403(b) PlanGolden Valley Health Centers…$51MRussell Sage Foundation DC Retirement PlanRussell Sage Foundation DC R…$51M
End-of-year total assets ($M) among Utimco 403(b) Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$51M
Net Income$8M
Employer EIN742765082
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Texas/Texas A&m Investment Management Company)

Sponsor-wide plan assets over time

All The University of Texas/Texas A&m Investment Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$51M 45.51939023988826% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.9M $50.8M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 115 $35M
2023 1 123 $43M
2024 1 122 $51M

Nearby Other Plans in Texas

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

Utimco 403(b) Tax Sheltered Annuity Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Utimco 403(b) Tax Sheltered Annuity Plan, Total assets ($B): 0.050796033 · Participants: 122Utimco 403(b) Tax Sheltered Annuity PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
Utimco 403(b) Tax Sheltered Annuity Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Utimco 403(b) Tax Sheltered Annuity Plan side-by-side with 3 peers →

Utimco 403(b) Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is University of Charleston Retirement Plan in WV ($51M); by covered participants it is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA (122 participants). Same-state nearby plans are listed separately above.

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 Utimco 403(b) Tax Sheltered Annuity Plan assets move in 2024? ▼
Utimco 403(b) Tax Sheltered Annuity Plan grew sharply - up 18.6% during 2024, from $43M to $51M. Reported net income was $8M.
How have The University of Texas/Texas A&m Investment Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Texas/Texas A&m Investment Management Company's sponsor-wide assets grew 45.5%, from $35M to $51M.
Where does Utimco 403(b) Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Utimco 403(b) Tax Sheltered Annuity Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Utimco 403(b) Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is University of Charleston Retirement Plan in WV ($51M, 271 participants).
Which Other plans cover a similar participant headcount to Utimco 403(b) Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA (122 participants, $3M 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 742765082.

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.