Other · DOL Form 5500 · 2022

Southwest Community Health System Retirement Plan

Data updated 2026-08-11

$189M
Total assets
2,668
Participants
95th
Percentile by assets
$70,818
Avg per participant
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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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$189M
total plan assets (2022 EOY)
2,668
covered participants
95th
percentile by assets (of 139,126 plans)
$70,818
avg assets per participant

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.

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Southwest Matching Defined Contribution Retirement Plan reports 2,668 participants - 3.5x that state average ($189M EOY assets).

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)

$280M$300M$320M$340M$360M 202220232024 $289M $350M ▲ +21.1%
Total plan assets by year, all Southwest Community Health System plans on file
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

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 D…Cleveland Clinic Sav…Ohiohealth Retiremen…Faculty and Key Admi…University Hospitals…Children's Hospital …
Southwest Matching Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Southwest Matching Defined Contribution Retirement Plan by total assets, not by location.

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).

Next read for Southwest Matching Defined Contribution …

Filing takeaways

Ways to act on Southwest Matching Defined Contribution Retirement Plan's numbers.