Other · DOL Form 5500 · 2024
Southwestern University Retirement Plan
Data updated 2026-08-11
- $117M
- Total assets
- 538
- Participants
- 92nd
- Percentile by assets
- $217,478
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $117M
- total plan assets (2024 EOY)
- 538
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $217,478
- avg assets per participant
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.
Southwestern University Regular Retirement Plan for All Employees vs the 2024 asset distribution
By assets, Southwestern University Regular Retirement Plan for All Employees outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Southwestern University Regular Retirement Plan for All Employees 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 Southwestern University Regular Retirement Plan for All Employees by total assets, not by location.
- 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
Frequently Asked Questions
How did Southwestern University Regular Retirement Plan for All Employees assets move in 2024? ▼
How have Southwestern University plan assets changed over time? ▼
Where does Southwestern University Regular Retirement Plan for All Employees rank by assets among Form 5500 filers? ▼
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Next read for Southwestern University Regular Retireme…
Scale reading
Ways to act on Southwestern University Regular Retirement Plan for All Employees's numbers.
- By total assets, Southwestern University Regular Retirement Plan for All Employees ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Southwestern University's sponsor-wide assets have grown 13.8% since 2022 across 3 plan years on file. More Educational Services plans