Other · DOL Form 5500 · 2023
Southern Methodist University Retirement Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 2,281
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $456,887
- Avg per participant High balance/head
Official DOL plan name: Southern Methodist University Retirement Plan · Sponsored by Southern Methodist University · Texas · Educational Services
$1.0B in assets, 2,281 participants
Southern Methodist University's Southern Methodist University Retirement Plan reported $1.0B in total assets and 2,281 participants in its 2023 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.
- #3,665 in Educational Services (3,735 peers)
Coverage in Texas
Southern Methodist University Retirement Plan covers 2,281 participants in Texas, 3.3x the typical Texas plan (state average ~688 per filing). Assets: $1.0B.
- #3,665
- in Educational Services (3,735 peers)
- +11.8%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$1,042,159,579 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southern Methodist University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (2,281 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Methodist University Retirement Plan reported net income rose from -$177M in the plan year 2022 filing to $110M in the plan year 2023 filing.
- Southern Methodist University Retirement Plan end-of-year assets rose from $932M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 750800689 · Southern Methodist University PY 2023 · Other
Southern Methodist University Retirement Plan · $1.0B · 2,281 · 99th
- EIN $1.0B
- RANK 2,281
- PHOTO 99th
- IND Other
- EOY near Southcoast Health System Partnership Plan
- 5500 ind #3665
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
Texas filing particulars
| Total Assets (Beginning of Year) | $932M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $110M |
| Employer EIN | 750800689 |
| Plan Effective Date | 1976-09-01 |
| Filing Status | FILING 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
| 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.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Southern Methodist University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Southcoast Health System Partnership Plan in MA ($1.0B); by covered participants it is Norc, Inc. Retirement Plan in IL (2,277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Southcoast Health System Partnership Plan (MA) $1.0B · 6,876
- Long Island University Retirement Plan (NY) $1.0B · 1,974
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan (MI) $1.0B · 8,357
- Honor Health 403(b) Retirement Security Plan (AZ) $1.0B · 13,597
Similar participant headcount
Nearest other-state filings by covered participants (2,281 participants); asset peers above are excluded.
- Norc, Inc. Retirement Plan (IL) 2,277 · 4 off
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) (CT) 2,287 · 6 off
- Pace University Defined Contribution Retirement Plan (NY) 2,270 · 11 off
- 403(b) Thrift Plan of Goodwill of Central and Coastal Virginia, Inc. (VA) 2,266 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.