Other · DOL Form 5500 · 2022

University of the Southwest Retirement Plan

Data updated 2026-08-25

$315K
Total assets Small plan by assets
104
Participants Small participant base
14th
Percentile by assets National rank
$3,027
Avg per participant Low balance/head
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Official DOL plan name: University of the Southwest 403(b) Retirement Plan · Sponsored by University of the Southwest · New Mexico · Other Services

$315K in assets, 104 participants

University of the Southwest's University of the Southwest 403(b) Retirement Plan reported $315K in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,571 in Other Services (8,398 peers)

Coverage in New Mexico

University of the Southwest 403(b) Retirement Plan covers 104 participants in New Mexico, about 29% of the average New Mexico filer (state average ~365 per filing). Assets: $315K.

#2,571
in Other Services (8,398 peers)
+3.5%
assets growth YoY

University of the Southwest 403(b) Retirement Plan among the smaller filed plans by assets

University of the Southwest 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$314,772 14th percentile higher than 14% of 139,123 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 2022

University of the Southwest 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of the Southwest 403(b) Retirement Plan sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 850164940 · University of the Southwest PY 2022 · Other

University of the Southwest 403(b) Retirement Plan · $315K · 104 · 14th

  • 5500 $315K
  • 5500 104
  • 5500 14th
  • 5500 Other
  • 5500 near Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan
  • 5500 ind #2571

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 New Mexico →

University of the Southwest 403(b) Retirement Plan in the asset neighbourhood

Syd's Outpost & Supply Savings and Retirement Plan TrustSyd's Outpost & Supply Savin…$319KSbk Timbers Two Retirement PlanSbk Timbers Two Retirement P…$320KUniversity of the Southwest 403(b) Retirement PlanUniversity of the Southwest …$315KCapital Milestones Child Care 403(b) Tax Deferred Annuity PlanCapital Milestones Child Car…$311KWilkes Day Care Association, Inc.Wilkes Day Care Association,…$311K
End-of-year total assets ($M) among University of the Southwest 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$304K
Net Assets (End of Year)$315K
Net Income$11K
Employer EIN850164940
Plan Effective Date2015-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Mexico

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

University of the Southwest 403(b) Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants University of the Southwest 403(b) Retirement Plan, Total assets ($M): 0.314772 · Participants: 104University of the Southwest 403(b) Retirement PlanPresbyterian Healthcare Services 403(b) Plan, Total assets ($M): 729.250284 · Participants: 11300Presbyterian Healthcare Services 403(b) PlanSan Juan Regional Medical Center 403(b) Plan, Total assets ($M): 119.251281 · Participants: 1835San Juan Regional Medical Center 403(b) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 99.411613 · Participants: 389Lovelace Biomedical Research Institute Tda and DC PlanAlbuquerque Academy Retirement Plan, Total assets ($M): 74.429495 · Participants: 267Albuquerque Academy Retirement PlanFirst Choice Community Healthcare 403(b) Plan, Total assets ($M): 27.274821 · Participants: 473First Choice Community Healthcare 403(b) Plan
University of the Southwest 403(b) Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare University of the Southwest 403(b) Retirement Plan side-by-side with 3 peers →

University of the Southwest 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan in NY ($311K); by covered participants it is Kcrw 403(b) DC Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of the Southwest 403(b) Retirement Plan assets move in 2022? ▼
University of the Southwest 403(b) Retirement Plan edged up modestly - up 3.5% during 2022, from $304K to $315K. Reported net income was $11K.
Where does University of the Southwest 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
University of the Southwest 403(b) Retirement Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to University of the Southwest 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Capital Milestones Child Care 403(b) Tax Deferred Annuity Plan in NY ($311K, 15 participants).
Which Other plans cover a similar participant headcount to University of the Southwest 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kcrw 403(b) DC Plan in CA (104 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850164940.

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.