Other · DOL Form 5500 · 2022

Southwestern University Retirement Plan

Data updated 2026-08-11

$103M
Total assets
339
Participants
93rd
Percentile by assets
$303,254
Avg per participant
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Official DOL plan name: Southwestern University Regular Retirement Plan for All Employees · Sponsored by Southwestern University · Texas · Educational Services

$103M in assets, 339 participants

Southwestern University's Southwestern University Regular Retirement Plan for All Employees reported $103M in total assets and 339 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #3,515 in Educational Services (4,024 peers)

Coverage in Texas

Southwestern University Regular Retirement Plan for All Employees covers 339 participants in Texas, about 49% of the average Texas filer (state average ~688 per filing). Assets: $103M.

$103M
total plan assets (2022 EOY)
339
covered participants
93rd
percentile by assets (of 139,126 plans)
$303,254
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Southwestern University Regular Retirement Plan for All Employees sits by total assets

Southwestern University Regular Retirement Plan for All Employees vs every filed plan by assets

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

$102,803,186 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Educational Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Southwestern University Regular Retirement Plan for All Employees reports 339 participants - about 49% of that state average ($103M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$103M
Net Income-$13M
Employer EIN741233796
Plan Effective Date1968-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern University)

$100M$105M$110M$115M$120M 202220232024 $103M $117M ▲ +13.8%
Total plan assets by year, all Southwestern University plans on file
Year Plans Participants Total Assets
2022 1 339 $103M
2023 1 487 $111M
2024 1 538 $117M

Nearby Other Plans in Texas

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

Southwestern University Regular Retirement Plan for All Employees vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Southwestern Univers…, Total assets ($B): 0.102803186 · Participants: 339Southwestern Univers…Memorial Hermann Hea…, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Hea…The Tax Sheltered An…, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered An…Baylor College of Me…, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Me…The Tax Sheltered An…, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered An…Southwest Research I…, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research I…
Southwestern University Regular Retirement Plan for All Employees vs. nearby Other plans in Texas, assets vs. participants
Compare Southwestern University Regular Retireme… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Southwestern University Regular Retirement Plan for All Employees by total assets, not by location.

Frequently Asked Questions

How did Southwestern University Regular Retirement Plan for All Employees assets move in 2022? ▼
Southwestern University Regular Retirement Plan for All Employees pulled back noticeably - down 11.2% during 2022, from $116M to $103M. Reported net income was -$13M.
How have Southwestern University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern University's sponsor-wide assets grew 13.8%, from $103M to $117M.
Where does Southwestern University Regular Retirement Plan for All Employees rank by assets among Form 5500 filers? ▼
Southwestern University Regular Retirement Plan for All Employees ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Southwestern University Regular Retirement Plan for All Employees? ▼
Among Other plans in other states, the closest by assets is Aurora University Retirement Plan in IL ($103M, 495 participants).

Next read for Southwestern University Regular Retireme…

Filing takeaways

Ways to act on Southwestern University Regular Retirement Plan for All Employees's numbers.

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 741233796.

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.