Other · DOL Form 5500 · 2022

Southwest Community Health System Retirement Plan

Data updated 2026-08-25

$189M
Total assets Near avg plan size
2,668
Participants Above avg headcount
95th
Percentile by assets National rank
$70,818
Avg per participant Below avg balance/head
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Official DOL plan name: Southwest Matching Defined Contribution Retirement Plan · Sponsored by Southwest Community Health System · Ohio · Healthcare & Social Assistance

$189M in assets, 2,668 participants

Southwest Community Health System's Southwest Matching Defined Contribution Retirement Plan reported $189M in total assets and 2,668 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,269 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Southwest Matching Defined Contribution Retirement Plan covers 2,668 participants in Ohio, 3.5x the typical Ohio plan (state average ~765 per filing). Assets: $189M.

#19,269
in Healthcare & Social Assistance (20,060 peers)
-13.9%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Matching Defined Contribution Retirement Plan's outsized position by total assets

Southwest Matching Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$188,941,095 Top 5% higher than 95% 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 Matching Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Matching Defined Contribution Retirement Plan lands in the large band (2,668 participants).

EBSA filing schedule strip

Filing strip 341455141 · Southwest Community Health System PY 2022 · Other

Southwest Matching Defined Contribution Retirement Plan · $189M · 2,668 · 95th

  • EOY $189M
  • 5500 2,668
  • ASSETS 95th
  • PCT Other
  • EIN near Le Moyne College 403(b) Plan
  • RANK ind #19269

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 Ohio →

Southwest Matching Defined Contribution Retirement Plan in the asset neighbourhood

Le Moyne College 403(b) Plan$189MSouthwest Matching Defined Contribution Retirement PlanSouthwest Matching Defined C…$189MSt. Francis Medical Center Tax Deferred Annuity PlanSt. Francis Medical Center T…$189MSaint Francis Healthcare System Tax Deferred Annuity PlanSaint Francis Healthcare Sys…$189MLoyola University Retirement PlanLoyola University Retirement…$189M
End-of-year total assets ($M) among Southwest Matching Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$189M
Net Income-$31M
Employer EIN341455141
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Community Health System)

Sponsor-wide plan assets over time

All Southwest Community Health System plans reported in each filing year

Latest sponsor-wide plan assets
$350M 21.134072585196932% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $289M $350M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 3,796 $289M
2023 2 3,768 $328M
2024 2 3,674 $350M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Southwest Matching Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Southwest Matching Defined Contribution Retirement Plan, Total assets ($B): 0.188941095 · Participants: 2668Southwest Matching Defined Contribution Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Southwest Matching Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Southwest Matching Defined Contribution Retirement Plan side-by-side with 3 peers →

Southwest Matching Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Le Moyne College 403(b) Plan in NY ($189M); by covered participants it is Sheppard Pratt Health System Tax Sheltered Annuity Program in MD (2,660 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($189M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,668 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 Matching Defined Contribution Retirement Plan assets move in 2022? ▼
Southwest Matching Defined Contribution Retirement Plan pulled back noticeably - down 13.9% during 2022, from $220M to $189M. Reported net income was -$31M.
How have Southwest Community Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Community Health System's sponsor-wide assets grew 21.1%, from $289M to $350M.
Where does Southwest Matching Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Southwest Matching Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Southwest Matching Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Le Moyne College 403(b) Plan in NY ($189M, 522 participants).
Which Other plans cover a similar participant headcount to Southwest Matching Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sheppard Pratt Health System Tax Sheltered Annuity Program in MD (2,660 participants, $77M 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 341455141.

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.