Other · DOL Form 5500 · 2022
Southwest Research Institute Retirement Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 2,825
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $485,741
- Avg per participant High balance/head
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.
- #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.
- #21,452
- in Professional & Technical Services (21,562 peers)
- -12.4%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
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.
Southwest Research Institute Retirement Plan's outsized position by total assets
Southwest Research Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,372,219,413 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southwest Research Institute Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Research Institute Retirement Plan lands in the large band (2,825 participants).
EBSA filing schedule strip
Filing strip 741070544 · Southwest Research Institute PY 2022 · Other
Southwest Research Institute Retirement Plan · $1.4B · 2,825 · 99th
- EOY $1.4B
- 5500 2,825
- ASSETS 99th
- PCT Other
- EIN near The George Washington University Supplemental Retirement Plan
- RANK ind #21452
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 Professional & Technical Services retirement plans → · Plans in Texas →
Southwest Research Institute Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Southwest Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 23.762285747519883% vs 2022
- 2024 filing year
| 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.
- 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
Southwest Research Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is The George Washington University Supplemental Retirement Plan in VA ($1.4B); by covered participants it is St. Francis Medical Center Tax Deferred Annuity Plan in MO (2,831 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,825 participants); asset peers above are excluded.
- St. Francis Medical Center Tax Deferred Annuity Plan (MO) 2,831 · 6 off
- Saint Francis Healthcare System Tax Deferred Annuity Plan (MO) 2,831 · 6 off
- St. Barnabas Hospital 403(b) Plan (NY) 2,837 · 12 off
- San Diego Zoo Wildlife Alliance 403(b) Plan (CA) 2,813 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.