Money Purchase · DOL Form 5500 · 2024

William Marsh Rice University Money Purchase Plan

Data updated 2026-08-25

$930M
Total assets Above avg plan size
6,787
Participants Above avg headcount
98th
Percentile by assets National rank
$136,962
Avg per participant Near avg balance/head
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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.

  • #3,557 in Educational Services (3,638 peers)

Coverage in Texas

William Marsh Rice University Defined Contribution Retirement Plan covers 6,787 participants in Texas, 9.9x the typical Texas plan (state average ~688 per filing). Assets: $930M.

#3,557
in Educational Services (3,638 peers)
+11.8%
assets growth YoY
9.3×
vs typical plan assets (national mean)

William Marsh Rice University Defined Contribution Retirement Plan's outsized position by total assets

William Marsh Rice University Defined Contribution Retirement Plan vs every filed plan by assets

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

$929,563,361 Top 2% higher than 98% 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

William Marsh Rice University Defined Contribution 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. William Marsh Rice University Defined Contribution Retirement Plan lands in the large band (6,787 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 741109620 · William Marsh Rice University PY 2024 · Money Purchase

William Marsh Rice University Defined Contribution Retirement Plan · $930M · 6,787 · 98th

  • TYPE $930M
  • TYPE 6,787
  • TYPE 98th
  • TYPE Money Purchase
  • TYPE near 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff
  • TYPE ind #3557

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 →

William Marsh Rice University Defined Contribution Retirement Plan in the asset neighbourhood

Excavators Union Local 731 Annuity FundExcavators Union Local 731 A…$953MNysa-Ila Money Purchase Pension Fund and PlanNysa-Ila Money Purchase Pens…$936MMassachusetts Financial Services Company Defined Contribution PlanMassachusetts Financial Serv…$936M401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff401(a) Def Cont Ret Plan for…$933MWilliam Marsh Rice University Defined Contribution Retirement PlanWilliam Marsh Rice Universit…$930M
End-of-year total assets ($M) among William Marsh Rice University Defined Contribution Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$831M
Net Assets (End of Year)$930M
Net Income$98M
Employer EIN741109620
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Marsh Rice University)

Sponsor-wide plan assets over time

All William Marsh Rice University plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 28.39537525284212% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.38B $1.78B ▲ +29.0%
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 Scatter plot of 6 data points. 020004000600080001000012000 00.511.5 Total assets ($B) Participants William Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.929563361 · Participants: 6787William Marsh Rice University Defined Contribution Retirement PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.278563146 · Participants: 7877Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 1.081344733 · Participants: 9762Alcon Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.271344223 · Participants: 1492Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.164810179 · Participants: 1845Greater Texas IBEW NECA Annuity PlanSouth Central Annuity Fund, Total assets ($B): 0.141543426 · Participants: 8884South Central Annuity Fund
William Marsh Rice University Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare William Marsh Rice University Defined Contribution Retirement Plan side-by-side with 3 peers →

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 $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $136,962 per participant (99% of 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 Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff in NH ($933M); by covered participants it is Local 338 Annuity Fund in NY (6,724 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,787 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.

Frequently Asked Questions

How did William Marsh Rice University Defined Contribution Retirement Plan assets move in 2024? ▼
William Marsh Rice University Defined Contribution Retirement Plan grew at a solid clip - up 11.8% during 2024, from $831M to $930M. Reported net income was $98M.
How have William Marsh Rice University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Marsh Rice University's sponsor-wide assets grew 28.4%, from $1.4B to $1.8B.
Where does William Marsh Rice University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
William Marsh Rice University Defined Contribution Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to William Marsh Rice University Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff in NH ($933M, 4,152 participants).
Which Money Purchase plans cover a similar participant headcount to William Marsh Rice University Defined Contribution Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local 338 Annuity Fund in NY (6,724 participants, $61M 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 741109620.

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.