Other · DOL Form 5500 · 2024
Southwestern University Retirement Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 538
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $217,478
- Avg per participant Above avg balance/head
Official DOL plan name: Southwestern University Regular Retirement Plan for All Employees · Sponsored by Southwestern University · Texas · Educational Services
$117M in assets, 538 participants
Southwestern University's Southwestern University Regular Retirement Plan for All Employees reported $117M in total assets and 538 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,100 in Educational Services (3,638 peers)
Where Southwestern University Regular Retirement Plan for All Employees sits by assets
Southwestern University Regular Retirement Plan for All Employees sits in the top 10% of all filed plans by assets, $117M for 538 participants (~$217,478/participant), up 5.4% in 2024.
- #3,100
- in Educational Services (3,638 peers)
- +5.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Southwestern University Regular Retirement Plan for All Employees's outsized position by total assets
Southwestern University Regular Retirement Plan for All Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$117,003,030 Top 8% higher than 92% 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
Southwestern University Regular Retirement Plan for All Employees among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwestern University Regular Retirement Plan for All Employees sits mid-pack in the medium band (538 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwestern University Regular Retirement Plan for All Employees reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Southwestern University Regular Retirement Plan for All Employees reported participants rose from 487 in the plan year 2023 filing to 538 in the plan year 2024 filing.
- Southwestern University Regular Retirement Plan for All Employees end-of-year assets rose from $111M in the plan year 2023 filing to $117M in the plan year 2024 filing.
DOL schedule card
Filing strip 741233796 · Southwestern University PY 2024 · Other
Southwestern University Regular Retirement Plan for All Employees · $117M · 538 · 92nd
- EOY $117M
- EOY 538
- EOY 92nd
- EOY Other
- EOY near Endicott College DC Retirement Plan
- EOY ind #3100
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 →
Southwestern University Regular Retirement Plan for All Employees in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $6M |
| Employer EIN | 741233796 |
| Plan Effective Date | 1968-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwestern University)
Sponsor-wide plan assets over time
All Southwestern University plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 13.812649736361285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 339 | $103M |
| 2023 | 1 | 487 | $111M |
| 2024 | 1 | 538 | $117M |
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
Southwestern University Regular Retirement Plan for All Employees's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Endicott College DC Retirement Plan in MA ($117M); by covered participants it is Curry College Defined Contribution Retirement Plan in MA (538 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Endicott College DC Retirement Plan (MA) $117M · 1,354
- Brunswick School Defined Contribution Retirement Plan (CT) $117M · 252
- Anmed Health 401(a) Retirement Plan (SC) $117M · 3,670
- Russell Sage College Defined Contribution Retirement Plan (NY) $117M · 972
Similar participant headcount
Nearest other-state filings by covered participants (538 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.