Other · DOL Form 5500 · 2022

Southwest Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
371
Participants Below avg headcount
67th
Percentile by assets National rank
$29,752
Avg per participant Low balance/head
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Official DOL plan name: Southwest Health Center, Inc. Savings Plan · Sponsored by Southwest Health Center, Inc. · Wisconsin · Healthcare & Social Assistance

$11M in assets, 371 participants

Southwest Health Center, Inc.'s Southwest Health Center, Inc. Savings Plan reported $11M in total assets and 371 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,453 in Healthcare & Social Assistance (20,060 peers)

Southwest Health Center, Inc. multi-year trail

Southwest Health Center, Inc.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Southwest Health Center, Inc. Savings Plan at $11M / 371 participants.

#14,453
in Healthcare & Social Assistance (20,060 peers)
-22.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Health Center, Inc. Savings Plan's outsized position by total assets

Southwest Health Center, Inc. Savings Plan vs every filed plan by assets

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

$11,038,069 Top 33% higher than 67% 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 Center, Inc. Savings 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 Center, Inc. Savings Plan sits mid-pack in the medium band (371 participants).

DOL schedule card

Filing strip 391370626 · Southwest Health Center, Inc. PY 2022 · Other

Southwest Health Center, Inc. Savings Plan · $11M · 371 · 67th

  • VS-ST $11M
  • BOY 371
  • SCH 67th
  • EBSA Other
  • PART near Northeast Missouri Health Council 403b Plan
  • TYPE ind #14453

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 Wisconsin →

Southwest Health Center, Inc. Savings Plan in the asset neighbourhood

Southwest Health Center, Inc. Savings PlanSouthwest Health Center, Inc…$11MHospice of the East Bay 403(b) Retirement PlanHospice of the East Bay 403(…$11MNortheast Missouri Health Council 403b PlanNortheast Missouri Health Co…$11MSkirball Cultural Center Defined Contribution Retirement PlanSkirball Cultural Center Def…$11MCape Cod Academy DC Retirement PlanCape Cod Academy DC Retireme…$11M
End-of-year total assets ($M) among Southwest Health Center, Inc. Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Southwest Health Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 48.03172312311861% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.7M $51.4M ▲ +48.0%
Year Plans Participants Total Assets
2022 2 888 $35M
2023 2 910 $42M
2024 1 615 $51M

Southwest Health Center, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN391370626
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

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

Southwest Health Center, Inc. Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Southwest Health Center, Inc. Savings Plan, Total assets ($B): 0.011038069 · Participants: 371Southwest Health Center, Inc. Savings PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Southwest Health Center, Inc. Savings Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Southwest Health Center, Inc. Savings Plan side-by-side with 3 peers →

Southwest Health Center, Inc. Savings Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Northeast Missouri Health Council 403b Plan in MO ($11M); by covered participants it is Bay State Community Services, Inc. Retirement Plan in MA (371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (371 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 Center, Inc. Savings Plan assets move in 2022? ▼
Southwest Health Center, Inc. Savings Plan declined sharply - down 22.6% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Southwest Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Health Center, Inc.'s sponsor-wide assets grew 48.0%, from $35M to $51M.
Which Other plans are similar in size to Southwest Health Center, Inc. Savings Plan? ▼
Among Other plans in other states, the closest by assets is Northeast Missouri Health Council 403b Plan in MO ($11M, 164 participants).
Which Other plans cover a similar participant headcount to Southwest Health Center, Inc. Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Bay State Community Services, Inc. Retirement Plan in MA (371 participants, $5M 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 391370626.

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.