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.
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