401(k) · DOL Form 5500 · 2022
Southwestern Healthcare, Inc. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 349
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $51,780
- Avg per participant Low balance/head
Official DOL plan name: Southwestern Healthcare, Inc. Retirement Plan · Sponsored by Southwestern Healthcare, Inc. · Indiana · Healthcare & Social Assistance
$18M in assets, 349 participants
Southwestern Healthcare, Inc.'s Southwestern Healthcare, Inc. Retirement Plan reported $18M in total assets and 349 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.
- #15,988 in Healthcare & Social Assistance (20,060 peers)
Where Southwestern Healthcare, Inc. Retirement Plan sits by assets
Southwestern Healthcare, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 349 participants (~$51,780/participant), down 29.8% in 2022.
- #15,988
- in Healthcare & Social Assistance (20,060 peers)
- -29.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southwestern Healthcare, Inc. Retirement Plan's outsized position by total assets
Southwestern Healthcare, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,071,057 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
Southwestern Healthcare, Inc. 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. Southwestern Healthcare, Inc. Retirement Plan sits mid-pack in the medium band (349 participants).
DOL schedule card
Filing strip 261503650 · Southwestern Healthcare, Inc. PY 2022 · 401(k)
Southwestern Healthcare, Inc. Retirement Plan · $18M · 349 · 76th
- EBSA $18M
- PART 349
- TYPE 76th
- NET 401(k)
- BOOK near Homedics 401(k) Savings Plan
- VS-ST ind #15988
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 Indiana →
Southwestern Healthcare, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$8M |
| Employer EIN | 261503650 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwestern Healthcare, Inc.)
Sponsor-wide plan assets over time
All Southwestern Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 27.569499670107838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 349 | $18M |
| 2023 | 1 | 361 | $21M |
| 2024 | 1 | 380 | $23M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Southwestern Healthcare, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Homedics 401(k) Savings Plan in MI ($18M); by covered participants it is K Post Company 401(k) in TX (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Homedics 401(k) Savings Plan (MI) $18M · 253
- Member Solutions 401(k) (FL) $18M · 1,285
- Banesco USA 401(k) Plan (FL) $18M · 254
- Storck USA, L.P. Employee 401(k) Savings Plan (IL) $18M · 92
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- K Post Company 401(k) (TX) 349 · 0 off
- Total Sand Services, LLC 401(k) Plan (TX) 349 · 0 off
- Redbuilt 401(k) Plan (ID) 349 · 0 off
- Second Nature Brands Employee Savings Plan (MI) 349 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.