Other · DOL Form 5500 · 2024
University of Dallas Retirement Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 488
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $203,270
- Avg per participant Above avg balance/head
Official DOL plan name: University of Dallas Defined Contribution Retirement Plan · Sponsored by University of Dallas · Texas · Educational Services
$99M in assets, 488 participants
University of Dallas's University of Dallas Defined Contribution Retirement Plan reported $99M in total assets and 488 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #3,021 in Educational Services (3,638 peers)
Where University of Dallas Defined Contribution Retirement Plan sits by assets
University of Dallas Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $99M for 488 participants (~$203,270/participant), up 6.8% in 2024.
- #3,021
- in Educational Services (3,638 peers)
- +6.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
University of Dallas Defined Contribution Retirement Plan's outsized position by total assets
University of Dallas Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,195,918 Top 10% higher than 90% 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 Dallas Defined Contribution Retirement 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. University of Dallas Defined Contribution Retirement Plan sits mid-pack in the medium band (488 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Dallas Defined Contribution Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- University of Dallas Defined Contribution Retirement Plan end-of-year assets rose from $93M in the plan year 2023 filing to $99M in the plan year 2024 filing.
- University of Dallas Defined Contribution Retirement Plan reported participants rose from 482 in the plan year 2023 filing to 488 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 750926755 · University of Dallas PY 2024 · Other
University of Dallas Defined Contribution Retirement Plan · $99M · 488 · 90th
- EBSA $99M
- PART 488
- TYPE 90th
- NET Other
- BOOK near St. Francis College Retirement Plan
- VS-ST ind #3021
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 Texas →
University of Dallas Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $6M |
| Employer EIN | 750926755 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Dallas)
Sponsor-wide plan assets over time
All University of Dallas plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 15.541046533497257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 499 | $86M |
| 2023 | 1 | 482 | $93M |
| 2024 | 1 | 488 | $99M |
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
University of Dallas Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is St. Francis College Retirement Plan in NY ($99M); by covered participants it is Employee Benefit Plan of Bridgeway Rehabilitation Services in NJ (488 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- St. Francis College Retirement Plan (NY) $99M · 253
- Bricklayers Union Local #1 of Missouri Supplemental Pension Plan (MO) $99M · 680
- Retirement Program for U. S. Citizen and Resident Alien Employees of the American University of Beirut (NY) $99M · 213
- Achievement First, Inc. 403(b) Plan (CT) $99M · 1,869
Similar participant headcount
Nearest other-state filings by covered participants (488 participants); asset peers above are excluded.
- Employee Benefit Plan of Bridgeway Rehabilitation Services (NJ) 488 · 0 off
- Allosource Employees' Retirement Plan (CO) 488 · 0 off
- Hudson Hospital, Inc. 403(b) Plan (MN) 488 · 0 off
- Freshworks Inc. 401(k) Plan (CA) 489 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.