Other · DOL Form 5500 · 2022
Southwest Research Institute Retirement Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 2,825
- Participants
- 99th
- Percentile by assets
- $485,741
- Avg per participant
Official DOL plan name: Southwest Research Institute Retirement Plan · Sponsored by Southwest Research Institute · Texas · Professional & Technical Services
$1.4B in assets, 2,825 participants
Southwest Research Institute's Southwest Research Institute Retirement Plan reported $1.4B in total assets and 2,825 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #21,452 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Southwest Research Institute Retirement Plan covers 2,825 participants in Texas, 4.1x the typical Texas plan (state average ~688 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2022 EOY)
- 2,825
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $485,741
- avg assets per participant
The plan reported a net loss of $194M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Southwest Research Institute Retirement Plan reports 2,825 participants - 4.1x that state average ($1.4B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$194M |
| Employer EIN | 741070544 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Research Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,825 | $1.4B |
| 2023 | 1 | 2,831 | $1.5B |
| 2024 | 1 | 3,107 | $1.7B |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
Southwest Research Institute Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southern Methodist University Retirement Plan $932M · 2,277
Similar-Sized Other Plans Nationally
Other plans in other states closest to Southwest Research Institute Retirement Plan by total assets, not by location.
- The George Washington University Supplemental Retirement Plan (VA) $1.4B · 7,903
- University of Miami Retirement Savings Plan (FL) $1.4B · 12,294
- Fordham University Retirement Plan (NY) $1.3B · 2,950
- Boston University Supplemental Retirement and Savings Plan (MA) $1.3B · 12,377
Frequently Asked Questions
How did Southwest Research Institute Retirement Plan assets move in 2022? ▼
How have Southwest Research Institute plan assets changed over time? ▼
Where does Southwest Research Institute Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Southwest Research Institute Retirement Plan? ▼
Next read for Southwest Research Institute Retirement …
Filing takeaways
Ways to act on Southwest Research Institute Retirement Plan's numbers.
- By total assets, Southwest Research Institute Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Southwest Research Institute's sponsor-wide assets have grown 23.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans