Other · DOL Form 5500 · 2024
William Marsh Rice University Retirement Plan
Data updated 2026-08-25
- $848M
- Total assets Above avg plan size
- 5,225
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $162,281
- Avg per participant Above avg balance/head
Official DOL plan name: William Marsh Rice University Supplemental 403(b) Plan · Sponsored by William Marsh Rice University · Texas · Educational Services
$848M in assets, 5,225 participants
William Marsh Rice University's William Marsh Rice University Supplemental 403(b) Plan reported $848M in total assets and 5,225 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.
- #3,546 in Educational Services (3,638 peers)
Coverage in Texas
William Marsh Rice University Supplemental 403(b) Plan covers 5,225 participants in Texas, 7.6x the typical Texas plan (state average ~688 per filing). Assets: $848M.
- #3,546
- in Educational Services (3,638 peers)
- +11.0%
- assets growth YoY
- 8.5×
- vs typical plan assets (national mean)
William Marsh Rice University Supplemental 403(b) Plan's outsized position by total assets
William Marsh Rice University Supplemental 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$847,916,793 Top 2% higher than 98% 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
William Marsh Rice University Supplemental 403(b) 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 Supplemental 403(b) Plan lands in the large band (5,225 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William Marsh Rice University Supplemental 403(b) Plan reported net income fell from $98M in the plan year 2023 filing to $84M in the plan year 2024 filing.
- William Marsh Rice University Supplemental 403(b) Plan end-of-year assets rose from $764M in the plan year 2023 filing to $848M in the plan year 2024 filing.
- William Marsh Rice University Supplemental 403(b) Plan reported participants fell from 5,345 in the plan year 2023 filing to 5,225 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 741109620 · William Marsh Rice University PY 2024 · Other
William Marsh Rice University Supplemental 403(b) Plan · $848M · 5,225 · 98th
- IND $848M
- EOY 5,225
- 5500 98th
- ASSETS Other
- PCT near Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan
- EIN ind #3546
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 Supplemental 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $764M |
|---|---|
| Net Assets (End of Year) | $848M |
| Net Income | $84M |
| Employer EIN | 741109620 |
| Plan Effective Date | 2007-01-15 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,050 | $1.4B |
| 2023 | 2 | 12,121 | $1.6B |
| 2024 | 2 | 12,012 | $1.8B |
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
Scale composition for William Marsh Rice University Supplemental 403(b) Plan
William Marsh Rice University Supplemental 403(b) Plan reports $848M in end-of-year assets across 5,225 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $162,281 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2024 was $84M.
This plan identity (EIN 741109620, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $666M to $848M (+27.3%) while covered participants moved from 5,213 to 5,225 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,213 | $666M | Open filing |
| 2023 | 5,345 | $764M | Open filing |
| 2024 · index core | 5,225 | $848M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- William Marsh Rice University Defined Contribution Retirement Plan (Money Purchase, $930M, 6,787 participants)
William Marsh Rice University Supplemental 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan in OH ($841M); by covered participants it is Arkansas Children's Retirement Plan in AR (5,245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($848M here).
- Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan (OH) $841M · 10,845
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) $855M · 2,371
- Summa Health 403(b) Retirement Savings Plan (OH) $855M · 4,697
- The Rockefeller University Retirement Plan (NY) $839M · 1,353
Similar participant headcount
Nearest other-state filings by covered participants (5,225 participants); asset peers above are excluded.
- Arkansas Children's Retirement Plan (AR) 5,245 · 20 off
- Monument Health, Inc. 403(b) Plan (SD) 5,261 · 36 off
- Syracuse University Noncontributory Retirement Plan (NY) 5,179 · 46 off
- University of La Verne 403(b) Retirement Savings Plan (CA) 5,279 · 54 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.