Civic Intelligence

Southwestern University

Plan context: Southwestern Universit Tiaa-Cref Regular Retirement Plan

EIN 74-1233796 • Georgetown, TX • 94 filings • 20 plans

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P O Box 770Georgetown, TX 78627
Current Snapshot

Latest Year

2025

2025 Participants

287

2025 Assets

$117,003,030

2025 Contributions

$3,695,280

Historical Graphs

Total Assets Over Time

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

$117,003,030$58,501,515$0200920172024YearValue
$117,003,030Latest year 2024

Participants Over Time

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

5372690199920122025YearValue
287Latest year 2025

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
20251287$0$0-
Southwestern University Health and Life Insurance Plan-287---
20242461$117,003,030$3,695,280$8,016iApproximate average salary by contribution assumption: employee only about $200,395 at 4% or $133,597 at 6%; with 50% employer match about $133,597 at 4% or $89,064 at 6%; with 100% employer match about $100,197 at 4% or $66,798 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-461$117,003,030$3,695,280$8,016iApproximate average salary by contribution assumption: employee only about $200,395 at 4% or $133,597 at 6%; with 50% employer match about $133,597 at 4% or $89,064 at 6%; with 100% employer match about $100,197 at 4% or $66,798 at 6%.
Southwestern University Health and Life Insurance Plan-410---
20232537$111,022,361$3,685,725$6,864iApproximate average salary by contribution assumption: employee only about $171,589 at 4% or $114,392 at 6%; with 50% employer match about $114,392 at 4% or $76,262 at 6%; with 100% employer match about $85,794 at 4% or $57,196 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-537$111,022,361$3,685,725$6,864iApproximate average salary by contribution assumption: employee only about $171,589 at 4% or $114,392 at 6%; with 50% employer match about $114,392 at 4% or $76,262 at 6%; with 100% employer match about $85,794 at 4% or $57,196 at 6%.
Southwestern University Health and Life Insurance Plan-282---
20222436$102,803,186$3,934,439$9,024iApproximate average salary by contribution assumption: employee only about $225,599 at 4% or $150,399 at 6%; with 50% employer match about $150,399 at 4% or $100,266 at 6%; with 100% employer match about $112,799 at 4% or $75,200 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-414$102,803,186$3,934,439$9,503iApproximate average salary by contribution assumption: employee only about $237,587 at 4% or $158,391 at 6%; with 50% employer match about $158,391 at 4% or $105,594 at 6%; with 100% employer match about $118,793 at 4% or $79,196 at 6%.
Southwestern University Health and Life Insurance Plan-436---
20212427$115,813,517$3,603,731$8,440iApproximate average salary by contribution assumption: employee only about $210,991 at 4% or $140,661 at 6%; with 50% employer match about $140,661 at 4% or $93,774 at 6%; with 100% employer match about $105,496 at 4% or $70,330 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-427$115,813,517$3,603,731$8,440iApproximate average salary by contribution assumption: employee only about $210,991 at 4% or $140,661 at 6%; with 50% employer match about $140,661 at 4% or $93,774 at 6%; with 100% employer match about $105,496 at 4% or $70,330 at 6%.
Southwestern University Health and Life Insurance Plan-388---
20202423$105,576,291$3,465,147$8,192iApproximate average salary by contribution assumption: employee only about $204,796 at 4% or $136,531 at 6%; with 50% employer match about $136,531 at 4% or $91,020 at 6%; with 100% employer match about $102,398 at 4% or $68,265 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-423$105,576,291$3,465,147$8,192iApproximate average salary by contribution assumption: employee only about $204,796 at 4% or $136,531 at 6%; with 50% employer match about $136,531 at 4% or $91,020 at 6%; with 100% employer match about $102,398 at 4% or $68,265 at 6%.
Southwestern University Health and Life Insurance Plan-381---
20192410$96,983,301$3,166,315$7,723iApproximate average salary by contribution assumption: employee only about $193,068 at 4% or $128,712 at 6%; with 50% employer match about $128,712 at 4% or $85,808 at 6%; with 100% employer match about $96,534 at 4% or $64,356 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-405$96,983,301$3,166,315$7,818iApproximate average salary by contribution assumption: employee only about $195,452 at 4% or $130,301 at 6%; with 50% employer match about $130,301 at 4% or $86,867 at 6%; with 100% employer match about $97,726 at 4% or $65,151 at 6%.
Southwestern University Health and Life Insurance Plan-410---
20182416$86,949,500$3,174,699$7,631iApproximate average salary by contribution assumption: employee only about $190,787 at 4% or $127,191 at 6%; with 50% employer match about $127,191 at 4% or $84,794 at 6%; with 100% employer match about $95,394 at 4% or $63,596 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-416$86,949,500$3,174,699$7,631iApproximate average salary by contribution assumption: employee only about $190,787 at 4% or $127,191 at 6%; with 50% employer match about $127,191 at 4% or $84,794 at 6%; with 100% employer match about $95,394 at 4% or $63,596 at 6%.
Southwestern University Health and Life Insurance Plan-410---
20172410$94,313,383$2,493,406$6,081iApproximate average salary by contribution assumption: employee only about $152,037 at 4% or $101,358 at 6%; with 50% employer match about $101,358 at 4% or $67,572 at 6%; with 100% employer match about $76,018 at 4% or $50,679 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-390$94,313,383$2,493,406$6,393iApproximate average salary by contribution assumption: employee only about $159,834 at 4% or $106,556 at 6%; with 50% employer match about $106,556 at 4% or $71,037 at 6%; with 100% employer match about $79,917 at 4% or $53,278 at 6%.
Southwestern University Health and Life Insurance Plan-410---
20162399$84,952,346$3,076,531$7,711iApproximate average salary by contribution assumption: employee only about $192,765 at 4% or $128,510 at 6%; with 50% employer match about $128,510 at 4% or $85,673 at 6%; with 100% employer match about $96,383 at 4% or $64,255 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-399$84,952,346$3,076,531$7,711iApproximate average salary by contribution assumption: employee only about $192,765 at 4% or $128,510 at 6%; with 50% employer match about $128,510 at 4% or $85,673 at 6%; with 100% employer match about $96,383 at 4% or $64,255 at 6%.
Southwestern University Health and Life Insurance Plan-393---
20152399$81,520,874$2,927,277$7,337iApproximate average salary by contribution assumption: employee only about $183,413 at 4% or $122,276 at 6%; with 50% employer match about $122,276 at 4% or $81,517 at 6%; with 100% employer match about $91,707 at 4% or $61,138 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-389$81,520,874$2,927,277$7,525iApproximate average salary by contribution assumption: employee only about $188,128 at 4% or $125,419 at 6%; with 50% employer match about $125,419 at 4% or $83,613 at 6%; with 100% employer match about $94,064 at 4% or $62,709 at 6%.
Southwestern University Health and Life Insurance Plan-399---
20143448$82,449,994$2,875,855$6,419iApproximate average salary by contribution assumption: employee only about $160,483 at 4% or $106,989 at 6%; with 50% employer match about $106,989 at 4% or $71,326 at 6%; with 100% employer match about $80,241 at 4% or $53,494 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-407$82,449,994$1,672,457$4,109iApproximate average salary by contribution assumption: employee only about $102,731 at 4% or $68,487 at 6%; with 50% employer match about $68,487 at 4% or $45,658 at 6%; with 100% employer match about $51,365 at 4% or $34,244 at 6%.
Southwestern University Health and Life Insurance Plan-448---
Southwestern University Tax Deferred Annuity Plan-0-$1,203,398-
20133431$78,526,185$2,765,287$6,416iApproximate average salary by contribution assumption: employee only about $160,399 at 4% or $106,933 at 6%; with 50% employer match about $106,933 at 4% or $71,289 at 6%; with 100% employer match about $80,200 at 4% or $53,466 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-412$60,490,062$1,736,490$4,215iApproximate average salary by contribution assumption: employee only about $105,370 at 4% or $70,246 at 6%; with 50% employer match about $70,246 at 4% or $46,831 at 6%; with 100% employer match about $52,685 at 4% or $35,123 at 6%.
Southwestern University Tax Deferred Annuity Plan-208$18,036,123$1,028,797$4,946iApproximate average salary by contribution assumption: employee only about $123,653 at 4% or $82,436 at 6%; with 50% employer match about $82,436 at 4% or $54,957 at 6%; with 100% employer match about $61,827 at 4% or $41,218 at 6%.
Southwestern University Health and Life Insurance Plan-431---
20123449$70,581,866$2,781,388$6,195iApproximate average salary by contribution assumption: employee only about $154,866 at 4% or $103,244 at 6%; with 50% employer match about $103,244 at 4% or $68,829 at 6%; with 100% employer match about $77,433 at 4% or $51,622 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-449$54,346,945$1,730,113$3,853iApproximate average salary by contribution assumption: employee only about $96,331 at 4% or $64,221 at 6%; with 50% employer match about $64,221 at 4% or $42,814 at 6%; with 100% employer match about $48,166 at 4% or $32,110 at 6%.
Southwestern University Tax Deferred Annuity Plan-209$16,234,921$1,051,275$5,030iApproximate average salary by contribution assumption: employee only about $125,751 at 4% or $83,834 at 6%; with 50% employer match about $83,834 at 4% or $55,889 at 6%; with 100% employer match about $62,875 at 4% or $41,917 at 6%.
Southwestern University Health and Life Insurance Plan-431---
20115449$63,775,994$2,773,988$6,178iApproximate average salary by contribution assumption: employee only about $154,454 at 4% or $102,969 at 6%; with 50% employer match about $102,969 at 4% or $68,646 at 6%; with 100% employer match about $77,227 at 4% or $51,485 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-449$49,745,829$1,724,085$3,840iApproximate average salary by contribution assumption: employee only about $95,996 at 4% or $63,997 at 6%; with 50% employer match about $63,997 at 4% or $42,665 at 6%; with 100% employer match about $47,998 at 4% or $31,999 at 6%.
Southwestern University Tax Deferred Annuity Plan-213$14,030,165$1,049,903$4,929iApproximate average salary by contribution assumption: employee only about $123,228 at 4% or $82,152 at 6%; with 50% employer match about $82,152 at 4% or $54,768 at 6%; with 100% employer match about $61,614 at 4% or $41,076 at 6%.
Southwestern University Health and Life Insurance Plan-404---
Southwestern University Sponsored Fringe Benefit Plan-0---
Southwestern University Long Term Disability-0---
20105425$62,509,188$3,066,264$7,215iApproximate average salary by contribution assumption: employee only about $180,368 at 4% or $120,246 at 6%; with 50% employer match about $120,246 at 4% or $80,164 at 6%; with 100% employer match about $90,184 at 4% or $60,123 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-425$49,024,334$2,039,560$4,799iApproximate average salary by contribution assumption: employee only about $119,974 at 4% or $79,983 at 6%; with 50% employer match about $79,983 at 4% or $53,322 at 6%; with 100% employer match about $59,987 at 4% or $39,991 at 6%.
Southwestern University Tax Deferred Annuity Plan-200$13,484,854$1,026,704$5,134iApproximate average salary by contribution assumption: employee only about $128,338 at 4% or $85,559 at 6%; with 50% employer match about $85,559 at 4% or $57,039 at 6%; with 100% employer match about $64,169 at 4% or $42,779 at 6%.
Southwestern University Long Term Disability-419---
Southwestern University Sponsored Fringe Benefit Plan-334---
Southwestern University Health and Life Insurance Plan-409---
20095510$55,510,529$3,357,694$6,584iApproximate average salary by contribution assumption: employee only about $164,593 at 4% or $109,729 at 6%; with 50% employer match about $109,729 at 4% or $73,152 at 6%; with 100% employer match about $82,296 at 4% or $54,864 at 6%.
Southwestern Universit Tiaa-Cref Regular Retirement Plan-510$44,090,838$2,274,549$4,460iApproximate average salary by contribution assumption: employee only about $111,497 at 4% or $74,332 at 6%; with 50% employer match about $74,332 at 4% or $49,554 at 6%; with 100% employer match about $55,749 at 4% or $37,166 at 6%.
Southwestern University Tax Deferred Annuity Plan-206$11,419,691$1,083,145$5,258iApproximate average salary by contribution assumption: employee only about $131,450 at 4% or $87,633 at 6%; with 50% employer match about $87,633 at 4% or $58,422 at 6%; with 100% employer match about $65,725 at 4% or $43,817 at 6%.
Southwestern University Long Term Disability-425---
Southwestern University Sponsored Fringe Benefit Plan-350---
Southwestern University Health and Life Insurance Plan-407---
20085411$0$0-
Southwestern University Tax Deferred Annuity Plan-154---
Southwestern Universit Tiaa-Cref Regular Retirement Plan-398---
Southwestern University Sponsored Fringe Benefit Plan-336---
Southwestern University Health and Life Insurance Plan-406---
Southwestern University Long Term Disability-411---
20075407$0$0-
Southwestern University Tax Deferred Annuity Plan-162---
Southwestern Universit Tiaa-Cref Regular Retirement Plan-403---
Southwestern University Long Term Disability-407---
Southwestern University Sponsored Fringe Benefit Plan-343---
Southwestern University Health and Life Insurance Plan-402---
20065426$0$0-
Southwestern University Sponsored Fringe Benefit Plan-330---
Southwestern Universit Tiaa-Cref Regular Retirement Plan-390---
Southwestern University Tax Deferred Annuity Plan-152---
Southwestern University Health and Life Insurance Plan-402---
Southwestern University Long Term Disability-426---
20055446$0$0-
Southwestern Universit Tiaa-Cref Regular Retirement Plan-398---
Southwestern University Tax Deferred Annuity Plan-151---
Southwestern University Sponsored Fringe Benefit Plan-347---
Southwestern University Long Term Disability-446---
Southwestern University Health and Life Insurance Plan-404---
20046414$0$0-
Southwestern University Health and Life Insurance Plan-108---
Southwestern University Health and Life Insurance Plan-408---
Southwestern University Long Term Disability-414---
Southwestern University Sponsored Fringe Benefit Plan-321---
Southwestern Universit Tiaa-Cref Regular Retirement Plan-388---
Southwestern University Tax Deferred Annuity Plan-133---
20035411$0$0-
Southwestern University Sponsored Fringe Benefit Plan-409---
Southwestern University Health and Life Insurance Plan-409---
Southwestern University Long Term Disability-411---
Southwestern University Tax Deferred Annuity Plan-132---
Southwestern Universit Tiaa-Cref Regular Retirement Plan-374---
20025398$0$0-
Southwestern University Sponsored Fringe Benefit Plan-122---
Southwestern University Tax Deferred Annuity Plan-138---
Southwestern University Health and Life Insurance Plan-398---
Southwestern Universit Tiaa-Cref Regular Retirement Plan-367---
Southwestern University Long Term Disability-397---
20014394$0$0-
Southwestern Universit Tiaa-Cref Regular Retirement Plan-355---
Southwestern University Health and Life Insurance Plan-394---
Southwestern University Sponsored Fringe Benefit Plan-127---
Southwestern University Long Term Disability-374---
20005391$0$0-
Southwestern University Health and Life Insurance Plan-391---
Southwestern University Tax Deferred Annuity Plan-137---
Southwestern Universit Tiaa-Cref Regular Retirement Plan-341---
Southwestern University Sponsored Fringe Benefit Plan-132---
Southwestern University Long Term Disability-349---
19994359$0$0-
Southwestern Universit Tiaa-Cref Regular Retirement Plan-321---
Southwestern University Health and Life Insurance Plan-359---
Southwestern University Long Term Disability-331---
Southwestern University Tax Deferred Annuity Plan-0---