Southern Methodist University403(b)
SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN · DALLAS, TX · plan year 2024
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Southern Methodist University reported $514,694 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. Employer contributions averaged $14,119 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other educational services employers. By assets it is the 104th-largest of 5,688 plans among Texas employers on file, and the 46th of 3,091 in educational services. In 2024, the employer put in $2.21 for every $1.00 employees contributed themselves.
Southern Methodist University's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 750800689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.