Southern Methodist University retirement plans

Southern Methodist University, Dallas, TX. EIN 75-0800689. Annual reports 2009–2024.

Southern Methodist University has one active retirement plan on file, the Southern Methodist University Retirement Plan, with 4,931 participants and $1.1 billion in assets in 2024. Transamerica has been its recordkeeper since 2012. No traditional pension plan appears in Southern Methodist University's filings since 2009.

Active plans: 1
Participants: 4,931
Plan assets: $1.1 billion
401(k) recordkeeper: Transamerica
Plans on file: 1
Industry: Education

The plan

Southern Methodist University Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 75-0800689
Participants (2024): 4,931
Net assets (2024): $1.1 billion
Recordkeeper: Transamerica2012–2024
Plan administrator: Southern Methodist University
6116 North Central Expressway, Suite 200
Dallas, TX 75206
(214) 768-2024As filed for 2024
In effect since: September 1, 1976

Earlier plan names: Smu Regular Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,931	$1.1 billion	Transamerica
2023	4,887	$1.0 billion	Transamerica
2022	4,870	$932 million	Transamerica
2021	4,786	$1.1 billion	Transamerica
2020	4,794	$1.0 billion	Transamerica
2019	4,814	$878 million	Transamerica
2018	5,264	$745 million	Transamerica
2017	5,325	$780 million	Transamerica
2016	4,861	$680 million	Transamerica
2015	5,114	$635 million	Transamerica
2014	4,868	$628 million	Transamerica
2013	4,880	$587 million	Transamerica
2012	4,941	$511 million	Transamerica
2011	2,371	$468 million	not listed
2010	3,216	$502 million	not listed
2009	2,870	$455 million	not listed

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Southern Methodist University Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((214) 768-2024). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Southern Methodist University Retirement Plan

If you had money in one of these plans

What these numbers are

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