DOL Form 5500 · 2024 Plan Year

SOUTHERN METHODIST UNIVERSITY

SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN

Defined ContributionTX
$1.1B
Plan Assets
4,894
Participants
2024
Plan Year
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Plan Details

Plan Name
SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN
Sponsor
SOUTHERN METHODIST UNIVERSITY
Sponsor EIN
750800689
Plan Number
002
Location
DALLAS, TX
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$1.1B
Participants
4,894
Filing Received
October 14, 2025
Plan Year
2024

About this Plan

SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN is a defined contribution retirement plan sponsored by SOUTHERN METHODIST UNIVERSITY, headquartered in DALLAS, TX, holding approximately $1.1B in plan assets on behalf of 4,894 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).