Other · DOL Form 5500 · 2022
Southwest Health System Inc. Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 474
- Participants
- 76th
- Percentile by assets
- $39,166
- Avg per participant
Official DOL plan name: Southwest Health System Inc. Employee Retirement Plan · Sponsored by Southwest Health System Inc. · Colorado · Healthcare & Social Assistance
$19M in assets, 474 participants
Southwest Health System Inc.'s Southwest Health System Inc. Employee Retirement Plan reported $19M in total assets and 474 participants in its 2022 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 76th percentile by assets (of 139,126 plans)
- #16,048 in Healthcare & Social Assistance (20,060 peers)
Where Southwest Health System Inc. Employee Retirement Plan sits by assets
Southwest Health System Inc. Employee Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 474 participants (~$39,166/participant), down 20.9% in 2022.
- $19M
- total plan assets (2022 EOY)
- 474
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $39,166
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Southwest Health System Inc. Employee Retirement Plan sits by total assets
Southwest Health System Inc. Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,564,553 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southwest Health System Inc. Employee Retirement Plan vs the 2022 asset distribution
By assets, Southwest Health System Inc. Employee Retirement Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$5M |
| Employer EIN | 841337350 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Health System Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 474 | $19M |
| 2023 | 1 | 487 | $22M |
| 2024 | 1 | 452 | $24M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
Southwest Health System Inc. Employee Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
Similar-Sized Other Plans Nationally
Other plans in other states closest to Southwest Health System Inc. Employee Retirement Plan by total assets, not by location.
- Council for Advancement and Support of Education Tax Deferred Annuity Plan (DC) $19M · 74
- The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan (NY) $19M · 259
- Winifred Masterson Burke Medical Research Institute 403(b) DC Plan (NY) $19M · 74
- International School of Boston DC Plan (MA) $19M · 136
Frequently Asked Questions
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Ways to act on Southwest Health System Inc. Employee Retirement Plan's numbers.
- By total assets, Southwest Health System Inc. Employee Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Colorado. Compare plans
- Southwest Health System Inc.'s sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans