401(k) · DOL Form 5500 · 2022

Southwest Health Center, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
517
Participants Below avg headcount
80th
Percentile by assets National rank
$45,786
Avg per participant Low balance/head
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Official DOL plan name: Southwest Health Center, Inc. 403(b) Tsa Plan · Sponsored by Southwest Health Center, Inc. · Wisconsin · Healthcare & Social Assistance

$24M in assets, 517 participants

Southwest Health Center, Inc.'s Southwest Health Center, Inc. 403(b) Tsa Plan reported $24M in total assets and 517 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,615 in Healthcare & Social Assistance (20,060 peers)

Where Southwest Health Center, Inc. 403(b) Tsa Plan sits by assets

Southwest Health Center, Inc. 403(b) Tsa Plan sits in the top quartile of all filed plans by assets, $24M for 517 participants (~$45,786/participant), down 0.2% in 2022.

#16,615
in Healthcare & Social Assistance (20,060 peers)
-0.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Health Center, Inc. 403(b) Tsa Plan's outsized position by total assets

Southwest Health Center, Inc. 403(b) Tsa Plan vs every filed plan by assets

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

$23,671,250 Top 20% higher than 80% 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. 403(b) Tsa 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. 403(b) Tsa Plan sits mid-pack in the medium band (517 participants).

Published 5500 schedule card

Filing strip 391370626 · Southwest Health Center, Inc. PY 2022 · 401(k)

Southwest Health Center, Inc. 403(b) Tsa Plan · $24M · 517 · 80th

  • EBSA $24M
  • PART 517
  • TYPE 80th
  • NET 401(k)
  • BOOK near Jersey Mike's 401(k) Profit Sharing Plan
  • VS-ST ind #16615

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. 403(b) Tsa Plan in the asset neighbourhood

Charles Mcmurray Company of Fresno 401(k) Profit Sharing PlanCharles Mcmurray Company of …$24MSouthwest Health Center, Inc. 403(b) Tsa PlanSouthwest Health Center, Inc…$24MJersey Mike's 401(k) Profit Sharing PlanJersey Mike's 401(k) Profit …$24MClark & Enersen, Inc. Retirement PlanClark & Enersen, Inc. Retire…$24MAdvanced Dermatology Associates, Ltd. 401(k) PlanAdvanced Dermatology Associa…$24M
End-of-year total assets ($M) among Southwest Health Center, Inc. 403(b) Tsa Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income-$47K
Employer EIN391370626
Plan Effective Date1970-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Health Center, Inc.)

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

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Health Center, Inc. 403(b) Tsa Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Southwest Health Center, Inc. 403(b) Tsa Plan, Total assets ($B): 0.02367125 · Participants: 517Southwest Health Center, Inc. 403(b) Tsa PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Southwest Health Center, Inc. 403(b) Tsa Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Southwest Health Center, Inc. 403(b) Tsa Plan side-by-side with 3 peers →

Southwest Health Center, Inc. 403(b) Tsa Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Jersey Mike's 401(k) Profit Sharing Plan in NJ ($24M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (517 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (517 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. 403(b) Tsa Plan assets move in 2022? ▼
Southwest Health Center, Inc. 403(b) Tsa Plan held essentially flat - down 0.2% during 2022, from $24M to $24M. Reported net income was -$47K.
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.
Where does Southwest Health Center, Inc. 403(b) Tsa Plan rank by assets among Form 5500 filers? ▼
Southwest Health Center, Inc. 403(b) Tsa Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southwest Health Center, Inc. 403(b) Tsa Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jersey Mike's 401(k) Profit Sharing Plan in NJ ($24M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Health Center, Inc. 403(b) Tsa Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (517 participants, $581K 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.