Southwest Research Institute 403(b) match, vesting and fees
What Southwest Research Institute's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Rsm US LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 134 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| Southwest Research Institute: employer contribution per participant | $4,676 | |
| Peer median | $2,514 |
| Southwest Research Institute: average balance | $280,246 | |
| Peer median | $122,517 |
| Southwest Research Institute: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.5B at the end of plan year 2023 to $1.7B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,060 | $1.7B | $28.3M | $4,676 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 5,932 | $1.5B | $26M | $4,375 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Southwest Research Institute match 401(k) contributions?
The match terms for the Southwest Research Institute Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $28.3M in employer contributions, about $4,676 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southwest Research Institute 401(k) match vested?
The vesting schedule for the Southwest Research Institute Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southwest Research Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Southwest Research Institute.
I left Southwest Research Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southwest Research Institute, (210) 522-2299) or the recordkeeper, TIAA. The Southwest Research Institute old 401(k) page lists the contacts from every plan filing. Find an old Southwest Research Institute 401(k)
Data from the public Form 5500 annual reports Southwest Research Institute filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Southwest Research Institute. Not financial advice. Report a correction · Methodology