Money Purchase · DOL Form 5500 · 2024
William Marsh Rice University Money Purchase Plan
Data updated 2026-08-06
- $930M
- Total assets
- 6,787
- Participants
- 98th
- Percentile by assets
- $136,962
- Avg per participant
Official DOL plan name: William Marsh Rice University Defined Contribution Retirement Plan · Sponsored by William Marsh Rice University · Texas · Educational Services
$930M in assets, 6,787 participants
William Marsh Rice University's William Marsh Rice University Defined Contribution Retirement Plan reported $930M in total assets and 6,787 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
- #2,883 in Educational Services (2,960 peers)
Coverage in Texas
William Marsh Rice University Defined Contribution Retirement Plan covers 6,787 participants in Texas, 9.6x the typical Texas plan (state average ~704 per filing). Assets: $930M.
- $930M
- total plan assets (2024 EOY)
- 6,787
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $136,962
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William Marsh Rice University Defined Contribution Retirement Plan reported net income fell from $113M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- William Marsh Rice University Defined Contribution Retirement Plan end-of-year assets rose from $831M in the plan year 2023 filing to $930M in the plan year 2024 filing.
- William Marsh Rice University Defined Contribution Retirement Plan reported participants rose from 6,776 in the plan year 2023 filing to 6,787 in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. William Marsh Rice University Defined Contribution Retirement Plan reports 6,787 participants - 9.6x that state average ($930M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $831M |
|---|---|
| Net Assets (End of Year) | $930M |
| Net Income | $98M |
| Employer EIN | 741109620 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Marsh Rice University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,050 | $1.4B |
| 2023 | 2 | 12,121 | $1.6B |
| 2024 | 2 | 12,012 | $1.8B |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
William Marsh Rice University Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
- South Central Annuity Fund $142M · 8,884
Scale composition for William Marsh Rice University Defined Contribution Retirement Plan
William Marsh Rice University Defined Contribution Retirement Plan reports $930M in end-of-year assets across 6,787 participants (0.008% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.008% of 89,805,449 covered participants) - about $136,962 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2024 was $98M.
This plan identity (EIN 741109620, plan #009) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $718M to $930M (+29.4%) while covered participants moved from 6,837 to 6,787 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,837 | $718M | Open filing |
| 2023 | 6,776 | $831M | Open filing |
| 2024 · index core | 6,787 | $930M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- William Marsh Rice University Supplemental 403(b) Plan (Other, $848M, 5,225 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to William Marsh Rice University Defined Contribution Retirement Plan by total assets, not by location.
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) $933M · 4,152
- Massachusetts Financial Services Company Defined Contribution Plan (MA) $936M · 1,723
- Nysa-Ila Money Purchase Pension Fund and Plan (NJ) $936M · 4,689
- Excavators Union Local 731 Annuity Fund (NY) $953M · 6,236
Frequently Asked Questions
How did William Marsh Rice University Defined Contribution Retirement Plan assets move in 2024? ▼
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Where does William Marsh Rice University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on William Marsh Rice University Defined Contribution Retirement Plan's numbers.
- By total assets, William Marsh Rice University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- William Marsh Rice University's sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Educational Services plans