Civic Intelligence

Southwest Foundation for Biomedical Research

Plan context: Amended Retirement Plan and Trust

EIN 74-1109630 • San Antonio, TX • 62 filings • 13 plans

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P O Box 760549San Antonio, TX 78245
Current Snapshot

Latest Year

2024

2024 Participants

465

2024 Assets

$113,524,435

2024 Contributions

$5,459,088

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$113,524,435$56,762,218$0200920172024YearValue
$113,524,435Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4852430199920122024YearValue
465Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242465$113,524,435$5,459,088$11,740iApproximate average salary by contribution assumption: employee only about $293,499 at 4% or $195,666 at 6%; with 50% employer match about $195,666 at 4% or $130,444 at 6%; with 100% employer match about $146,750 at 4% or $97,833 at 6%.
Amended Retirement Plan and Trust-465$113,524,435$5,459,088$11,740iApproximate average salary by contribution assumption: employee only about $293,499 at 4% or $195,666 at 6%; with 50% employer match about $195,666 at 4% or $130,444 at 6%; with 100% employer match about $146,750 at 4% or $97,833 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-462---
20232442$107,684,376$4,564,838$10,328iApproximate average salary by contribution assumption: employee only about $258,192 at 4% or $172,128 at 6%; with 50% employer match about $172,128 at 4% or $114,752 at 6%; with 100% employer match about $129,096 at 4% or $86,064 at 6%.
Amended Retirement Plan and Trust-442$107,684,376$4,564,838$10,328iApproximate average salary by contribution assumption: employee only about $258,192 at 4% or $172,128 at 6%; with 50% employer match about $172,128 at 4% or $114,752 at 6%; with 100% employer match about $129,096 at 4% or $86,064 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-398---
20222396$95,594,822$3,828,685$9,668iApproximate average salary by contribution assumption: employee only about $241,710 at 4% or $161,140 at 6%; with 50% employer match about $161,140 at 4% or $107,427 at 6%; with 100% employer match about $120,855 at 4% or $80,570 at 6%.
Amended Retirement Plan and Trust-396$95,594,822$3,828,685$9,668iApproximate average salary by contribution assumption: employee only about $241,710 at 4% or $161,140 at 6%; with 50% employer match about $161,140 at 4% or $107,427 at 6%; with 100% employer match about $120,855 at 4% or $80,570 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-375---
20212385$110,247,990$3,537,656$9,189iApproximate average salary by contribution assumption: employee only about $229,718 at 4% or $153,145 at 6%; with 50% employer match about $153,145 at 4% or $102,097 at 6%; with 100% employer match about $114,859 at 4% or $76,573 at 6%.
Amended Retirement Plan and Trust-385$110,247,990$3,537,656$9,189iApproximate average salary by contribution assumption: employee only about $229,718 at 4% or $153,145 at 6%; with 50% employer match about $153,145 at 4% or $102,097 at 6%; with 100% employer match about $114,859 at 4% or $76,573 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-370---
20202402$102,666,673$3,098,927$7,709iApproximate average salary by contribution assumption: employee only about $192,719 at 4% or $128,480 at 6%; with 50% employer match about $128,480 at 4% or $85,653 at 6%; with 100% employer match about $96,360 at 4% or $64,240 at 6%.
Amended Retirement Plan and Trust-402$102,666,673$3,098,927$7,709iApproximate average salary by contribution assumption: employee only about $192,719 at 4% or $128,480 at 6%; with 50% employer match about $128,480 at 4% or $85,653 at 6%; with 100% employer match about $96,360 at 4% or $64,240 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-265---
20192369$95,582,996$3,109,233$8,426iApproximate average salary by contribution assumption: employee only about $210,653 at 4% or $140,435 at 6%; with 50% employer match about $140,435 at 4% or $93,623 at 6%; with 100% employer match about $105,326 at 4% or $70,218 at 6%.
Amended Retirement Plan and Trust-356$95,582,996$3,109,233$8,734iApproximate average salary by contribution assumption: employee only about $218,345 at 4% or $145,563 at 6%; with 50% employer match about $145,563 at 4% or $97,042 at 6%; with 100% employer match about $109,173 at 4% or $72,782 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-369---
20183368$85,824,980$4,525,206$12,297iApproximate average salary by contribution assumption: employee only about $307,419 at 4% or $204,946 at 6%; with 50% employer match about $204,946 at 4% or $136,631 at 6%; with 100% employer match about $153,709 at 4% or $102,473 at 6%.
Amended Retirement Plan and Trust-368$85,824,980$4,525,206$12,297iApproximate average salary by contribution assumption: employee only about $307,419 at 4% or $204,946 at 6%; with 50% employer match about $204,946 at 4% or $136,631 at 6%; with 100% employer match about $153,709 at 4% or $102,473 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-353---
Texas Biomedical Research Institute Tda Plan-0---
20173367$88,914,145$3,040,404$8,284iApproximate average salary by contribution assumption: employee only about $207,112 at 4% or $138,075 at 6%; with 50% employer match about $138,075 at 4% or $92,050 at 6%; with 100% employer match about $103,556 at 4% or $69,037 at 6%.
Amended Retirement Plan and Trust-367$62,230,944$1,879,352$5,121iApproximate average salary by contribution assumption: employee only about $128,021 at 4% or $85,348 at 6%; with 50% employer match about $85,348 at 4% or $56,898 at 6%; with 100% employer match about $64,011 at 4% or $42,674 at 6%.
Texas Biomedical Research Institute Tda Plan-161$26,683,201$1,161,052$7,212iApproximate average salary by contribution assumption: employee only about $180,288 at 4% or $120,192 at 6%; with 50% employer match about $120,192 at 4% or $80,128 at 6%; with 100% employer match about $90,144 at 4% or $60,096 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-358---
20163368$79,917,606$3,262,062$8,864iApproximate average salary by contribution assumption: employee only about $221,607 at 4% or $147,738 at 6%; with 50% employer match about $147,738 at 4% or $98,492 at 6%; with 100% employer match about $110,804 at 4% or $73,869 at 6%.
Amended Retirement Plan and Trust-368$56,701,554$1,715,750$4,662iApproximate average salary by contribution assumption: employee only about $116,559 at 4% or $77,706 at 6%; with 50% employer match about $77,706 at 4% or $51,804 at 6%; with 100% employer match about $58,280 at 4% or $38,853 at 6%.
Texas Biomedical Research Institute Tda Plan-169$23,216,052$1,546,312$9,150iApproximate average salary by contribution assumption: employee only about $228,744 at 4% or $152,496 at 6%; with 50% employer match about $152,496 at 4% or $101,664 at 6%; with 100% employer match about $114,372 at 4% or $76,248 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-285---
20153357$75,782,997$2,961,555$8,296iApproximate average salary by contribution assumption: employee only about $207,392 at 4% or $138,261 at 6%; with 50% employer match about $138,261 at 4% or $92,174 at 6%; with 100% employer match about $103,696 at 4% or $69,131 at 6%.
Amended Retirement Plan and Trust-357$54,461,902$1,724,143$4,830iApproximate average salary by contribution assumption: employee only about $120,738 at 4% or $80,492 at 6%; with 50% employer match about $80,492 at 4% or $53,661 at 6%; with 100% employer match about $60,369 at 4% or $40,246 at 6%.
Texas Biomedical Research Institute Tda Plan-174$21,321,095$1,237,412$7,112iApproximate average salary by contribution assumption: employee only about $177,789 at 4% or $118,526 at 6%; with 50% employer match about $118,526 at 4% or $79,017 at 6%; with 100% employer match about $88,895 at 4% or $59,263 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-355---
20143354$76,093,301$3,214,560$9,081iApproximate average salary by contribution assumption: employee only about $227,017 at 4% or $151,345 at 6%; with 50% employer match about $151,345 at 4% or $100,896 at 6%; with 100% employer match about $113,508 at 4% or $75,672 at 6%.
Amended Retirement Plan and Trust-354$55,279,943$1,956,160$5,526iApproximate average salary by contribution assumption: employee only about $138,147 at 4% or $92,098 at 6%; with 50% employer match about $92,098 at 4% or $61,399 at 6%; with 100% employer match about $69,073 at 4% or $46,049 at 6%.
Texas Biomedical Research Institute Tda Plan-174$20,813,358$1,258,400$7,232iApproximate average salary by contribution assumption: employee only about $180,805 at 4% or $120,536 at 6%; with 50% employer match about $120,536 at 4% or $80,358 at 6%; with 100% employer match about $90,402 at 4% or $60,268 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-343---
20133352$76,169,023$3,218,571$9,144iApproximate average salary by contribution assumption: employee only about $228,592 at 4% or $152,394 at 6%; with 50% employer match about $152,394 at 4% or $101,596 at 6%; with 100% employer match about $114,296 at 4% or $76,197 at 6%.
Amended Retirement Plan and Trust-352$55,507,461$1,798,636$5,110iApproximate average salary by contribution assumption: employee only about $127,744 at 4% or $85,163 at 6%; with 50% employer match about $85,163 at 4% or $56,775 at 6%; with 100% employer match about $63,872 at 4% or $42,581 at 6%.
Texas Biomedical Research Institute Tda Plan-178$20,661,562$1,419,935$7,977iApproximate average salary by contribution assumption: employee only about $199,429 at 4% or $132,953 at 6%; with 50% employer match about $132,953 at 4% or $88,635 at 6%; with 100% employer match about $99,715 at 4% or $66,476 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-352---
20123373$67,302,214$3,130,028$8,391iApproximate average salary by contribution assumption: employee only about $209,787 at 4% or $139,858 at 6%; with 50% employer match about $139,858 at 4% or $93,239 at 6%; with 100% employer match about $104,894 at 4% or $69,929 at 6%.
Amended Retirement Plan and Trust-373$49,754,547$1,847,051$4,952iApproximate average salary by contribution assumption: employee only about $123,797 at 4% or $82,531 at 6%; with 50% employer match about $82,531 at 4% or $55,021 at 6%; with 100% employer match about $61,898 at 4% or $41,266 at 6%.
Texas Biomedical Research Institute Tda Plan-185$17,547,667$1,282,977$6,935iApproximate average salary by contribution assumption: employee only about $173,375 at 4% or $115,584 at 6%; with 50% employer match about $115,584 at 4% or $77,056 at 6%; with 100% employer match about $86,688 at 4% or $57,792 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-366---
20113381$61,055,271$3,320,569$8,715iApproximate average salary by contribution assumption: employee only about $217,885 at 4% or $145,257 at 6%; with 50% employer match about $145,257 at 4% or $96,838 at 6%; with 100% employer match about $108,943 at 4% or $72,628 at 6%.
Amended Retirement Plan and Trust-381$46,121,706$1,810,523$4,752iApproximate average salary by contribution assumption: employee only about $118,801 at 4% or $79,200 at 6%; with 50% employer match about $79,200 at 4% or $52,800 at 6%; with 100% employer match about $59,400 at 4% or $39,600 at 6%.
Texas Biomedical Research Institute Tda Plan-189$14,933,565$1,510,046$7,990iApproximate average salary by contribution assumption: employee only about $199,742 at 4% or $133,161 at 6%; with 50% employer match about $133,161 at 4% or $88,774 at 6%; with 100% employer match about $99,871 at 4% or $66,581 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-368---
20103403$62,075,808$2,900,772$7,198iApproximate average salary by contribution assumption: employee only about $179,949 at 4% or $119,966 at 6%; with 50% employer match about $119,966 at 4% or $79,977 at 6%; with 100% employer match about $89,974 at 4% or $59,983 at 6%.
Amended Retirement Plan and Trust-403$47,628,106$1,721,824$4,273iApproximate average salary by contribution assumption: employee only about $106,813 at 4% or $71,209 at 6%; with 50% employer match about $71,209 at 4% or $47,472 at 6%; with 100% employer match about $53,406 at 4% or $35,604 at 6%.
Texas Biomedical Research Institute Tda Plan-190$14,447,702$1,178,948$6,205iApproximate average salary by contribution assumption: employee only about $155,125 at 4% or $103,416 at 6%; with 50% employer match about $103,416 at 4% or $68,944 at 6%; with 100% employer match about $77,562 at 4% or $51,708 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-392---
20093485$56,850,125$2,802,357$5,778iApproximate average salary by contribution assumption: employee only about $144,451 at 4% or $96,301 at 6%; with 50% employer match about $96,301 at 4% or $64,201 at 6%; with 100% employer match about $72,226 at 4% or $48,150 at 6%.
Amended Retirement Plan and Trust-485$44,534,017$1,661,028$3,425iApproximate average salary by contribution assumption: employee only about $85,620 at 4% or $57,080 at 6%; with 50% employer match about $57,080 at 4% or $38,053 at 6%; with 100% employer match about $42,810 at 4% or $28,540 at 6%.
Texas Biomedical Research Institute Tda Plan-210$12,316,108$1,141,329$5,435iApproximate average salary by contribution assumption: employee only about $135,873 at 4% or $90,582 at 6%; with 50% employer match about $90,582 at 4% or $60,388 at 6%; with 100% employer match about $67,936 at 4% or $45,291 at 6%.
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-401---
20082402$0$0-
Amended Retirement Plan and Trust-0---
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-402---
20072427$0$0-
Amended Retirement Plan and Trust-0---
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-427---
20062420$0$0-
Amended Retirement Plan and Trust-0---
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-420---
20052416$0$0-
Amended Retirement Plan and Trust-0---
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-416---
20042417$0$0-
Amended Retirement Plan and Trust-0---
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-417---
20032397$0$0-
Amended Retirement Plan and Trust-0---
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-397---
20022379$0$0-
Amended Retirement Plan and Trust-0---
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-379---
20012321$0$0-
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-321---
Amended Retirement Plan and Trust-0---
20002318$0$0-
Amended Retirement Plan and Trust-0---
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-318---
19992312$0$0-
Group Insurance for the Members of the Staff of Southwest Foundation for Biomedical Research-312---
Amended Retirement Plan and Trust-0---