Other · DOL Form 5500 · 2024
Southern Methodist University Retirement Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 2,323
- Participants
- 99th
- Percentile by assets
- $493,918
- Avg per participant
Official DOL plan name: Southern Methodist University Retirement Plan · Sponsored by Southern Methodist University · Texas · Educational Services
$1.1B in assets, 2,323 participants
Southern Methodist University's Southern Methodist University Retirement Plan reported $1.1B in total assets and 2,323 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.
- 99th percentile by assets (of 123,622 plans)
- #3,568 in Educational Services (3,638 peers)
Coverage in Texas
Southern Methodist University Retirement Plan covers 2,323 participants in Texas, 3.4x the typical Texas plan (state average ~688 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2024 EOY)
- 2,323
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $493,918
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Methodist University Retirement Plan end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Southern Methodist University Retirement Plan reported net income fell from $110M in the plan year 2023 filing to $105M in the plan year 2024 filing.
- Southern Methodist University Retirement Plan reported participants rose from 2,281 in the plan year 2023 filing to 2,323 in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Southern Methodist University Retirement Plan reports 2,323 participants - 3.4x that state average ($1.1B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $105M |
| Employer EIN | 750800689 |
| Plan Effective Date | 1976-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Methodist University)
| 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
- 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
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Similar-Sized Other Plans Nationally
Other plans in other states closest to Southern Methodist University Retirement Plan by total assets, not by location.
- St. Lukes Health System Matched 403b Plan (ID) $1.1B · 17,370
- Baptist Health Thrift Plan (KY) $1.2B · N/A
- Southcoast Health System Partnership Plan (MA) $1.1B · 7,579
- Honor Health 403(b) Retirement Security Plan (AZ) $1.2B · 14,781
Frequently Asked Questions
How did Southern Methodist University Retirement Plan assets move in 2024? ▼
How have Southern Methodist University plan assets changed over time? ▼
Where does Southern Methodist University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Southern Methodist University Retirement Plan? ▼
Next read for Southern Methodist University Retirement…
Filing takeaways
Ways to act on Southern Methodist University Retirement Plan's numbers.
- By total assets, Southern Methodist University Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Southern Methodist University's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Educational Services plans