Money Purchase · DOL Form 5500 · 2024

Texas A&m Foundation Money Purchase Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
179
Participants Small participant base
83rd
Percentile by assets National rank
$257,476
Avg per participant Above avg balance/head
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Official DOL plan name: Texas A&m Foundation Employees' Pension Plan · Sponsored by Texas A&m Foundation · Texas · Other Services

$46M in assets, 179 participants

Texas A&m Foundation's Texas A&m Foundation Employees' Pension Plan reported $46M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,127 in Other Services (7,719 peers)

Coverage in Texas

Texas A&m Foundation Employees' Pension Plan covers 179 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $46M.

#7,127
in Other Services (7,719 peers)
+11.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Texas A&m Foundation Employees' Pension Plan's outsized position by total assets

Texas A&m Foundation Employees' Pension Plan vs every filed plan by assets

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

$46,088,126 Top 17% higher than 83% 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

Texas A&m Foundation Employees' Pension 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. Texas A&m Foundation Employees' Pension Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas A&m Foundation Employees' Pension Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Texas A&m Foundation Employees' Pension Plan end-of-year assets rose from $41M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Texas A&m Foundation Employees' Pension Plan reported participants rose from 177 in the plan year 2023 filing to 179 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 742245072 · Texas A&m Foundation PY 2024 · Money Purchase

Texas A&m Foundation Employees' Pension Plan · $46M · 179 · 83rd

  • BOY $46M
  • SCH 179
  • EBSA 83rd
  • PART Money Purchase
  • TYPE near Delta Dental of Missouri Money Purchase Pension Plan
  • NET ind #7127

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 Other Services retirement plans → · Plans in Texas →

Texas A&m Foundation Employees' Pension Plan in the asset neighbourhood

Christian Labor Association Pension Trust Defined Contribution PlanChristian Labor Association …$46MPension Plan for Employees of East Tennessee Children's HospitalPension Plan for Employees o…$46MMachinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement FundMachinery Movers, Riggers & …$46MTexas A&m Foundation Employees' Pension PlanTexas A&m Foundation Employe…$46MDelta Dental of Missouri Money Purchase Pension PlanDelta Dental of Missouri Mon…$46M
End-of-year total assets ($M) among Texas A&m Foundation Employees' Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$46M
Net Income$5M
Employer EIN742245072
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas A&m Foundation)

Sponsor-wide plan assets over time

All Texas A&m Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$52M 29.168417798709406% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.6M $52.4M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 323 $41M
2023 2 351 $47M
2024 2 356 $52M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Texas A&m Foundation Employees' Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Texas A&m Foundation Employees' Pension Plan, Total assets ($B): 0.046088126 · Participants: 179Texas A&m Foundation Employees' Pension 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 PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.929563361 · Participants: 6787William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($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 Plan
Texas A&m Foundation Employees' Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants

Texas A&m Foundation Employees' Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Delta Dental of Missouri Money Purchase Pension Plan in MO ($46M); by covered participants it is Community, Work, and Independence, Inc. Retirement Plan in NY (179 participants). Same-state nearby plans are listed separately above.

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 Texas A&m Foundation Employees' Pension Plan assets move in 2024? ▼
Texas A&m Foundation Employees' Pension Plan grew at a solid clip - up 11.4% during 2024, from $41M to $46M. Reported net income was $5M.
How have Texas A&m Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas A&m Foundation's sponsor-wide assets grew 29.2%, from $41M to $52M.
Where does Texas A&m Foundation Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Texas A&m Foundation Employees' Pension Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Texas A&m Foundation Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Delta Dental of Missouri Money Purchase Pension Plan in MO ($46M, 250 participants).
Which Money Purchase plans cover a similar participant headcount to Texas A&m Foundation Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Community, Work, and Independence, Inc. Retirement Plan in NY (179 participants, $8M in assets).