Other · DOL Form 5500 · 2024
Southern Methodist University Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 2,323
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $493,918
- Avg per participant High balance/head
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.
- #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.
- #3,568
- in Educational Services (3,638 peers)
- +10.1%
- assets growth YoY
- 12×
- 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 2024 · DOL Form 5500
$1,147,372,151 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
Southern Methodist University 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. Southern Methodist University Retirement Plan lands in the large band (2,323 participants).
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.
Form 5500 schedule snapshot
Filing strip 750800689 · Southern Methodist University PY 2024 · Other
Southern Methodist University Retirement Plan · $1.1B · 2,323 · 99th
- EOY $1.1B
- EOY 2,323
- EOY 99th
- EOY Other
- EOY near St. Lukes Health System Matched 403b Plan
- EOY ind #3568
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) | $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)
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 $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
Southern Methodist University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is St. Lukes Health System Matched 403b Plan in ID ($1.1B); by covered participants it is Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) in CT (2,323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,323 participants); asset peers above are excluded.
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) (CT) 2,323 · 0 off
- 401(k) Profit Sharing Plan for the Employees of Welllife Network Inc. (NY) 2,331 · 8 off
- Pace University Defined Contribution Retirement Plan (NY) 2,310 · 13 off
- Hofstra University Pension Plan (NY) 2,309 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.