William Marsh Rice University Supplemental 403(B) Plan — Form 5500 plan (William Marsh Rice University)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, William Marsh Rice University Supplemental 403(B) Plan is a benefit plan reported by William Marsh Rice University under EIN 74-1109620 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,086 participants and $763,696,889 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$763.7MPlan net assets, end of year$763,696,889
Participants9.1KCovered participants reported9,086
Assets / participant$84.1KComputed: assets ÷ participants$84,052 (computed)
Provider compensation$63.5K4 Schedule C provider row(s)$63,519
Plan sponsor
William Marsh Rice University
EIN
74-1109620
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    9,086 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$763.7M total assets
Net assets$763.7MLiabilities$0
Money in vs. money out
Total income / additions$139M
Total expenses$41.5M
Benefits paid / distributions$41.4M
Contributions
EmployerNot reported
Participant$28.4M
Full reported line items

Net assets

Total assets (EOY)
$763,696,889
Total liabilities (EOY)
$0
Net assets (EOY)
$763,696,889
Net assets (BOY)
$666,130,269

Income & contributions

Participant contributions
$28,432,771
Total contributions
$39,205,890
Total income / additions
$139,035,512

Expenses & distributions

Benefits paid
$41,403,812
Administrative expenses
$65,080
Total expenses
$41,468,892
Net increase / (decrease)
$97,566,620
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $28.9K · Indirect $0
  2. 2
    NONE · Direct $17.1K
  3. 3
    Tiaa-Cref$11.3K
    RECORDKEPER · Direct $11.3K
  4. 4
    NONE · Direct $6.2K

What to inspect next

Frequently asked questions

Who sponsors the William Marsh Rice University Supplemental 403(B) Plan?
William Marsh Rice University Supplemental 403(B) Plan is reported as sponsored by William Marsh Rice University (EIN 74-1109620, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for William Marsh Rice University Supplemental 403(B) Plan?
The latest Form 5500 filing year loaded for William Marsh Rice University Supplemental 403(B) Plan is 2023.
How many participants does William Marsh Rice University Supplemental 403(B) Plan report?
William Marsh Rice University Supplemental 403(B) Plan reports 9,086 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for William Marsh Rice University Supplemental 403(B) Plan?
William Marsh Rice University Supplemental 403(B) Plan reports $763,696,889 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages