Southwest Research Institute retirement plans

Southwest Research Institute, San Antonio, TX. EIN 74-1070544. Annual reports 2009–2024.

Southwest Research Institute has one active retirement plan on file, the Southwest Research Institute Retirement Plan, with 6,060 participants and $1.7 billion in assets in 2024. TIAA has been its recordkeeper since 2013. No traditional pension plan appears in Southwest Research Institute's filings since 2009.

Active plans: 1
Participants: 6,060
Plan assets: $1.7 billion
401(k) recordkeeper: TIAA
Plans on file: 1
Industry: Professional services

The plan

Southwest Research Institute Retirement Plan

403(b)Active

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

Plan number: 003Employer EIN 74-1070544
Participants (2024): 6,060
Net assets (2024): $1.7 billion
Recordkeeper: TIAA2013–2024
Plan administrator: Southwest Research Institute
6220 Culebra Road
San Antonio, TX 78238
(210) 522-2299As filed for 2024
In effect since: January 1, 1989

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,060	$1.7 billion	TIAA
2023	5,932	$1.5 billion	TIAA
2022	5,868	$1.4 billion	TIAA
2021	5,919	$1.6 billion	TIAA
2020	5,797	$1.4 billion	not listed
2019	5,709	$1.3 billion	TIAA
2018	5,546	$1.1 billion	not listed
2017	5,557	$1.2 billion	not listed
2016	5,548	$1.1 billion	not listed
2015	5,535	$1.0 billion	not listed
2014	5,568	$1.0 billion	not listed
2013	5,594	$970 million	TIAA
2012	5,565	$845 million	not listed
2011	5,504	$773 million	not listed
2010	5,522	$763 million	not listed
2009	5,522	$690 million	not listed

If you had money in one of these plans

Call TIAA (tiaa.org), which runs the Southwest Research Institute 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 ((210) 522-2299). 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

Southwest Research Institute Retirement Plan

If you had money in one of these plans

What these numbers are

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