Other · DOL Form 5500 · 2022
Southwestern University Retirement Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 339
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $303,254
- Avg per participant High balance/head
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.
- #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.
- #3,515
- in Educational Services (4,024 peers)
- -11.2%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
Southwestern University Regular Retirement Plan for All Employees's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southwestern University Regular Retirement Plan for All Employees 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. Southwestern University Regular Retirement Plan for All Employees sits mid-pack in the medium band (339 participants).
DOL schedule card
Filing strip 741233796 · Southwestern University PY 2022 · Other
Southwestern University Regular Retirement Plan for All Employees · $103M · 339 · 93rd
- EBSA $103M
- PART 339
- TYPE 93rd
- NET Other
- BOOK near Aurora University Retirement Plan
- VS-ST ind #3515
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 Educational Services retirement plans → · Plans in Texas →
Southwestern University Regular Retirement Plan for All Employees in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | -$13M |
| Employer EIN | 741233796 |
| Plan Effective Date | 1968-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwestern University)
Sponsor-wide plan assets over time
All Southwestern University plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 13.812649736361285% vs 2022
- 2024 filing year
| 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.
- 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
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Southwestern University Regular Retirement Plan for All Employees's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Aurora University Retirement Plan in IL ($103M); by covered participants it is Knox College Retirement Plan in IL (339 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Aurora University Retirement Plan (IL) $103M · 495
- Hospital for Special Care 403(b) Retirement Plan (CT) $103M · 1,184
- The Lovett School Retirement Plan (GA) $103M · 637
- Russell Sage College Defined Contribution Retireme Nt Plan (NY) $102M · 636
Similar participant headcount
Nearest other-state filings by covered participants (339 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.