Other · DOL Form 5500 · 2024
Southwest Research Institute Retirement Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 3,107
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $546,601
- Avg per participant High balance/head
Official DOL plan name: Southwest Research Institute Retirement Plan · Sponsored by Southwest Research Institute · Texas · Professional & Technical Services
$1.7B in assets, 3,107 participants
Southwest Research Institute's Southwest Research Institute Retirement Plan reported $1.7B in total assets and 3,107 participants in its 2024 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.
- #20,054 in Professional & Technical Services (20,173 peers)
Coverage in Texas
Southwest Research Institute Retirement Plan covers 3,107 participants in Texas, 4.5x the typical Texas plan (state average ~688 per filing). Assets: $1.7B.
- #20,054
- in Professional & Technical Services (20,173 peers)
- +9.6%
- assets growth YoY
- 17×
- vs typical plan assets (national mean)
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 2024 · DOL Form 5500
$1,698,290,111 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Southwest Research Institute Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (3,107 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwest Research Institute Retirement Plan reported net income fell from $177M in the plan year 2023 filing to $149M in the plan year 2024 filing.
- Southwest Research Institute Retirement Plan reported participants rose from 2,831 in the plan year 2023 filing to 3,107 in the plan year 2024 filing.
- Southwest Research Institute Retirement Plan end-of-year assets rose from $1.5B in the plan year 2023 filing to $1.7B in the plan year 2024 filing.
DOL schedule card
Filing strip 741070544 · Southwest Research Institute PY 2024 · Other
Southwest Research Institute Retirement Plan · $1.7B · 3,107 · 99th
- BOY $1.7B
- SCH 3,107
- EBSA 99th
- PART Other
- TYPE near Syracuse University Noncontributory Retirement Plan
- NET ind #20054
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) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $149M |
| 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 $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southern Methodist University Retirement Plan $1.1B · 2,323
Southwest Research Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Syracuse University Noncontributory Retirement Plan in NY ($1.7B); by covered participants it is Staffco of Brooklyn, LLC 403(b) Plan in NY (3,107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Syracuse University Noncontributory Retirement Plan (NY) $1.7B · 5,179
- Main Line Health, Inc. Retirement Savings Plan (PA) $1.7B · 14,002
- Boston Medical Center 403(b) Retirement Plan (MA) $1.7B · 11,386
- Johns Hopkins Health System Corporation 403(b) Plan (MD) $1.7B · 18,810
Similar participant headcount
Nearest other-state filings by covered participants (3,107 participants); asset peers above are excluded.
- Staffco of Brooklyn, LLC 403(b) Plan (NY) 3,107 · 0 off
- University of the Pacific Defined Contribution Plan (CA) 3,107 · 0 off
- Loyola Marymount University Defined Contribution Retirement Plan (CA) 3,095 · 12 off
- St. John's University Defined Contribution Retirement Plan (NY) 3,087 · 20 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.