Other · DOL Form 5500 · 2024
Roger Williams University Retirement Plan
Data updated 2026-08-25
- $360M
- Total assets Above avg plan size
- 3,017
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $119,259
- Avg per participant Near avg balance/head
Official DOL plan name: Roger Williams University Retirement Plan · Sponsored by Roger Williams University · Rhode Island · Educational Services
$360M in assets, 3,017 participants
Roger Williams University's Roger Williams University Retirement Plan reported $360M in total assets and 3,017 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,428 in Educational Services (3,638 peers)
Coverage in Rhode Island
Roger Williams University Retirement Plan covers 3,017 participants in Rhode Island, 2.1x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $360M.
- #3,428
- in Educational Services (3,638 peers)
- +7.1%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Roger Williams University Retirement Plan's outsized position by total assets
Roger Williams University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$359,804,879 Top 4% higher than 96% 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
Roger Williams University 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. Roger Williams University Retirement Plan lands in the large band (3,017 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roger Williams University Retirement Plan reported net income fell from $39M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Roger Williams University Retirement Plan reported participants rose from 2,740 in the plan year 2023 filing to 3,017 in the plan year 2024 filing.
- Roger Williams University Retirement Plan end-of-year assets rose from $336M in the plan year 2023 filing to $360M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 050277222 · Roger Williams University PY 2024 · Other
Roger Williams University Retirement Plan · $360M · 3,017 · 96th
- EOY $360M
- EOY 3,017
- EOY 96th
- EOY Other
- EOY near Nas Salary Reduction Contribution Retirement Plan
- EOY ind #3428
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 Rhode Island →
Roger Williams University Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $336M |
|---|---|
| Net Assets (End of Year) | $360M |
| Net Income | $24M |
| Employer EIN | 050277222 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roger Williams University)
Sponsor-wide plan assets over time
All Roger Williams University plans reported in each filing year
- Latest sponsor-wide plan assets
- $360M 21.317224669891978% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,769 | $297M |
| 2023 | 1 | 2,740 | $336M |
| 2024 | 1 | 3,017 | $360M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.5B · 1,257
- Brown Health 403(b) Retirement Plan $1.3B · 9,054
- Brown University Defined Contribution Deferred Vesting Retirement Plan $974M · 6,202
- Providence College 403(b) Plan $393M · 1,046
- Brown Physicians, Inc. 403(b) Plan $280M · 1,234
Roger Williams University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Nas Salary Reduction Contribution Retirement Plan in DC ($360M); by covered participants it is Genesis Healthcare System Tda Thrift Plan in OH (3,023 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($360M here).
- Nas Salary Reduction Contribution Retirement Plan (DC) $360M · 1,281
- Oak Ridge Associated Universities 403(b) Retirement Plan (TN) $359M · 1,114
- Monmouth University Defined Contribution Retirement Plan (NJ) $359M · 1,042
- Genesis Health System Retirement Savings Plan (MI) $361M · 4,680
Similar participant headcount
Nearest other-state filings by covered participants (3,017 participants); asset peers above are excluded.
- Genesis Healthcare System Tda Thrift Plan (OH) 3,023 · 6 off
- Independent Support Services, Inc. 403(b) Plan (NY) 3,046 · 29 off
- Sunrise Community, Inc. the Employee Pension Benefit Plan (FL) 2,988 · 29 off
- San Diego Zoo Wildlife Alliance 403(b) Plan (CA) 3,053 · 36 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.