Other · DOL Form 5500 · 2022

Southwest Health System Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
474
Participants Below avg headcount
76th
Percentile by assets National rank
$39,166
Avg per participant Low balance/head
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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.

  • #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.

#16,048
in Healthcare & Social Assistance (20,060 peers)
-20.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Southwest Health System Inc. Employee Retirement Plan's outsized position 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Health System Inc. Employee Retirement Plan sits mid-pack in the medium band (474 participants).

Published 5500 schedule card

Filing strip 841337350 · Southwest Health System Inc. PY 2022 · Other

Southwest Health System Inc. Employee Retirement Plan · $19M · 474 · 76th

  • SCH $19M
  • EBSA 474
  • PART 76th
  • TYPE Other
  • NET near Council for Advancement and Support of Education Tax Deferred Annuity Plan
  • BOOK ind #16048

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Colorado →

Southwest Health System Inc. Employee Retirement Plan in the asset neighbourhood

International School of Boston DC PlanInternational School of Bost…$19MSouthwest Health System Inc. Employee Retirement PlanSouthwest Health System Inc.…$19MCouncil for Advancement and Support of Education Tax Deferred Annuity PlanCouncil for Advancement and …$19MThe Phoenix House Foundation Inc Tax Deferred Annuity Retirement PlanThe Phoenix House Foundation…$19MWinifred Masterson Burke Medical Research Institute 403(b) DC PlanWinifred Masterson Burke Med…$19M
End-of-year total assets ($M) among Southwest Health System Inc. Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$5M
Employer EIN841337350
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Health System Inc.)

Sponsor-wide plan assets over time

All Southwest Health System Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 30.96811972795682% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.6M $24.3M ▲ +31.0%
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 Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Southwest Health System Inc. Employee Retirement Plan, Total assets ($B): 0.018564553 · Participants: 474Southwest Health System Inc. Employee Retirement PlanUcar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.7437272 · Participants: 2470University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.318847964 · Participants: 785Colorado College Retirement Benefit Plan
Southwest Health System Inc. Employee Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Southwest Health System Inc. Employee Retirement Plan side-by-side with 3 peers →

Southwest Health System Inc. Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Council for Advancement and Support of Education Tax Deferred Annuity Plan in DC ($19M); by covered participants it is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI (474 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (474 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwest Health System Inc. Employee Retirement Plan assets move in 2022? ▼
Southwest Health System Inc. Employee Retirement Plan declined sharply - down 20.9% during 2022, from $23M to $19M. Reported net income was -$5M.
How have Southwest Health System Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Health System Inc.'s sponsor-wide assets grew 31.0%, from $19M to $24M.
Where does Southwest Health System Inc. Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Southwest Health System Inc. Employee Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Southwest Health System Inc. Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Council for Advancement and Support of Education Tax Deferred Annuity Plan in DC ($19M, 74 participants).
Which Other plans cover a similar participant headcount to Southwest Health System Inc. Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI (474 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841337350.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.