UNIVERSITY OF THE SOUTHWEST 403(B) RETIREMENT PLAN

What the Filing Says About UNIVERSITY OF THE SOUTHWEST 403(B) RETIREMENT PLAN

UNIVERSITY OF THE SOUTHWEST 403(B) RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by UNIVERSITY OF THE SOUTHWEST, headquartered in New Mexico. As of the 2022 Form 5500 filing, the plan reports $315K in total end-of-year assets and covers 104 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 850164940, and the plan has been effective since 2015-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $304K at the beginning of 2022 to $315K at year-end — a gain of 3.5%. Net assets (after liabilities) closed the year at $315K, with reported net income of $11K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.