Other · DOL Form 5500 · 2022

Southern Methodist University Retirement Plan

Data updated 2026-08-25

$932M
Total assets Above avg plan size
2,277
Participants Above avg headcount
99th
Percentile by assets National rank
$409,378
Avg per participant High balance/head
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Official DOL plan name: Southern Methodist University Retirement Plan · Sponsored by Southern Methodist University · Texas · Educational Services

$932M in assets, 2,277 participants

Southern Methodist University's Southern Methodist University Retirement Plan reported $932M in total assets and 2,277 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.

  • #3,955 in Educational Services (4,024 peers)

Coverage in Texas

Southern Methodist University Retirement Plan covers 2,277 participants in Texas, 3.3x the typical Texas plan (state average ~688 per filing). Assets: $932M.

#3,955
in Educational Services (4,024 peers)
-16.0%
assets change YoY
9.4×
vs typical plan assets (national mean)

The plan reported a net loss of $177M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Methodist University Retirement Plan's outsized position by total assets

Southern Methodist University Retirement Plan vs every filed plan by assets

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

$932,153,525 Top 1% higher than 99% 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

Southern Methodist University 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. Southern Methodist University Retirement Plan lands in the large band (2,277 participants).

Published 5500 schedule card

Filing strip 750800689 · Southern Methodist University PY 2022 · Other

Southern Methodist University Retirement Plan · $932M · 2,277 · 99th

  • BOOK $932M
  • VS-ST 2,277
  • BOY 99th
  • SCH Other
  • EBSA near Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan
  • PART ind #3955

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 →

Southern Methodist University Retirement Plan in the asset neighbourhood

Northern Light Health Retirement Partnership 403(b) PlanNorthern Light Health Retire…$938MHarvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement PlanHarvard Medical Faculty Phys…$935MSouthern Methodist University Retirement PlanSouthern Methodist Universit…$932MThe Nemours Foundation Section 403(b) PlanThe Nemours Foundation Secti…$924MVillanova University Retirement Savings PlanVillanova University Retirem…$920M
End-of-year total assets ($M) among Southern Methodist University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$932M
Net Income-$177M
Employer EIN750800689
Plan Effective Date1976-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Methodist University)

Sponsor-wide plan assets over time

All Southern Methodist University plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 23.08832399684376% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.93B $1.15B ▲ +23.7%
Year Plans Participants Total Assets
2022 1 2,277 $932M
2023 1 2,281 $1.0B
2024 1 2,323 $1.1B

Nearby Other Plans in Texas

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

Southern Methodist University Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. 0100002000030000 0.511.522.5 Total assets ($B) Participants Southern Methodist University Retirement Plan, Total assets ($B): 0.932153525 · Participants: 2277Southern Methodist University Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Southern Methodist University Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Southern Methodist University Retirement Plan side-by-side with 3 peers →

Southern Methodist University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in MA ($935M); by covered participants it is Westminster Services, Inc. 403(b) Plan in FL (2,276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,277 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 Southern Methodist University Retirement Plan assets move in 2022? ▼
Southern Methodist University Retirement Plan declined sharply - down 16.0% during 2022, from $1.1B to $932M. Reported net income was -$177M.
How have Southern Methodist University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Methodist University's sponsor-wide assets grew 23.1%, from $932M to $1.1B.
Where does Southern Methodist University Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Methodist University Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Southern Methodist University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan in MA ($935M, 1,729 participants).
Which Other plans cover a similar participant headcount to Southern Methodist University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Westminster Services, Inc. 403(b) Plan in FL (2,276 participants, $23M 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 750800689.

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.