Defined Benefit (Pension) · DOL Form 5500 · 2022
Southwest Community Health System Pension Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 1,128
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $88,717
- Avg per participant Below avg balance/head
Official DOL plan name: Southwest Retirement and Cash Balance Plan · Sponsored by Southwest Community Health System · Ohio · Healthcare & Social Assistance
$100M in assets, 1,128 participants
Southwest Community Health System's Southwest Retirement and Cash Balance Plan reported $100M in total assets and 1,128 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,804 in Healthcare & Social Assistance (20,060 peers)
Where Southwest Retirement and Cash Balance Plan sits by assets
Southwest Retirement and Cash Balance Plan sits in the top 10% of all filed plans by assets, $100M for 1,128 participants (~$88,717/participant), down 17.6% in 2022.
- #18,804
- in Healthcare & Social Assistance (20,060 peers)
- -17.6%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southwest Retirement and Cash Balance Plan's outsized position by total assets
Southwest Retirement and Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$100,072,628 Top 7% higher than 93% 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 Retirement and Cash Balance 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 Retirement and Cash Balance Plan lands in the large band (1,128 participants).
EBSA filing schedule strip
Filing strip 341455141 · Southwest Community Health System PY 2022 · Defined Benefit (Pension)
Southwest Retirement and Cash Balance Plan · $100M · 1,128 · 93rd
- BOOK $100M
- BOOK 1,128
- BOOK 93rd
- BOOK Defined Benefit (Pension)
- BOOK near Cbi Pension Plan
- BOOK ind #18804
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 Retirement and Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | -$21M |
| Employer EIN | 341455141 |
| Plan Effective Date | 1954-08-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,796 | $289M |
| 2023 | 2 | 3,768 | $328M |
| 2024 | 2 | 3,674 | $350M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Southwest Retirement and Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Cbi Pension Plan in CT ($100M); by covered participants it is Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525 in NV (1,127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- Cbi Pension Plan (CT) $100M · N/A
- Mitsui & Co. (U.S.a.), Inc. Pension Plan (NY) $100M · 123
- Roseburg Forest Products Co Retirement Plan (OR) $100M · 352
- Tate & Lyle Hourly Pension Plan (IL) $100M · 287
Similar participant headcount
Nearest other-state filings by covered participants (1,128 participants); asset peers above are excluded.
- Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525 (NV) 1,127 · 1 off
- Sidley Austin LLP Retirement Plan (IL) 1,126 · 2 off
- First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan (NC) 1,125 · 3 off
- Medtronic Retirement Plan (MN) 1,131 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.