2023 Form 5500 filing — Southwest Research Institute Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926080749NAL0000361649001) for Southwest Research Institute Retirement Plan, reported by Southwest Research Institute under EIN 74-1070544 and plan number 003. It reports 5,868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926080749NAL0000361649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Research Institute
- EIN
- 74-1070544
- Plan number
- 003
- Location
- San Antonio, TX
- Participants
- 5,868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,549,421,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,549,421,020
- Employer contributions
- $25,953,042
- Participant contributions
- $23,773,317
- Total income / additions
- $248,668,494
- Benefits paid
- $71,382,029
- Administrative expenses
- $17,904
- Total expenses
- $71,466,887
- Net increase / (decrease)
- $177,201,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $17,904 | $0 |