Southwest Research Institute Retirement Plan — Form 5500 plan (Southwest Research Institute)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southwest Research Institute Retirement Plan is a benefit plan reported by Southwest Research Institute under EIN 74-1070544 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,868 participants and $1,549,421,020 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwest Research Institute
EIN
74-1070544
Plan number
003
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
5,868
End-of-year plan assets
$1,549,421,020

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,868H, C20240926080749NAL0000361649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,549,421,020
Total liabilities (EOY)
$0
Net assets (EOY)
$1,549,421,020
Net assets (BOY)
$1,372,219,413

Income & contributions

Employer contributions
$25,953,042
Participant contributions
$23,773,317
Total contributions
$53,739,281
Total income / additions
$248,668,494

Expenses & distributions

Benefits paid
$71,382,029
Administrative expenses
$17,904
Total expenses
$71,466,887
Net increase / (decrease)
$177,201,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$17,904$02023

Related Form 5500 pages