Other · DOL Form 5500 · 2022

Southwest Behavioral Health Services, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,194
Participants Near avg headcount
75th
Percentile by assets National rank
$14,769
Avg per participant Low balance/head
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Official DOL plan name: Southwest Behavioral Health Services, Inc. Retirement Plan · Sponsored by Southwest Behavioral Health Services, Inc. · Arizona · Other Services

$18M in assets, 1,194 participants

Southwest Behavioral Health Services, Inc.'s Southwest Behavioral Health Services, Inc. Retirement Plan reported $18M in total assets and 1,194 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,261 in Other Services (8,398 peers)

Coverage in Arizona

Southwest Behavioral Health Services, Inc. Retirement Plan covers 1,194 participants in Arizona, 2.1x the typical Arizona plan (state average ~564 per filing). Assets: $18M.

#7,261
in Other Services (8,398 peers)
+20.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Southwest Behavioral Health Services, Inc. Retirement Plan's outsized position by total assets

Southwest Behavioral Health Services, Inc. Retirement Plan vs every filed plan by assets

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

$17,634,619 Top 25% higher than 75% 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 Behavioral Health Services, Inc. Retirement 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 Behavioral Health Services, Inc. Retirement Plan lands in the large band (1,194 participants).

EBSA filing schedule strip

Filing strip 860290033 · Southwest Behavioral Health Services, Inc. PY 2022 · Other

Southwest Behavioral Health Services, Inc. Retirement Plan · $18M · 1,194 · 75th

  • PART $18M
  • PART 1,194
  • PART 75th
  • PART Other
  • PART near Lifecenter Northwest 403(b) Retirement Plan
  • PART ind #7261

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 Other Services retirement plans → · Plans in Arizona →

Southwest Behavioral Health Services, Inc. Retirement Plan in the asset neighbourhood

Pennsylvania Psychiatric Institute Retirement PlanPennsylvania Psychiatric Ins…$18MAlvin Ailey Dance Foundation, Inc. 403(b) Retirement PlanAlvin Ailey Dance Foundation…$18MSouthwest Behavioral Health Services, Inc. Retirement PlanSouthwest Behavioral Health …$18MLifecenter Northwest 403(b) Retirement PlanLifecenter Northwest 403(b) …$18MCeres - 403(b) DC Plan$18M
End-of-year total assets ($M) among Southwest Behavioral Health Services, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN860290033
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Behavioral Health Services, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$23M 30.77637231629444% vs 2022
2023 filing year
$16M$18M$20M$22M$24M 20222023 $17.6M $23.1M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 1,194 $18M
2023 1 1,284 $23M

Nearby Other Plans in Arizona

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

Southwest Behavioral Health Services, Inc. Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20002004006008001000 Total assets ($M) Participants Southwest Behavioral Health Services, Inc. Retirement Plan, Total assets ($M): 17.634619 · Participants: 1194Southwest Behavioral Health Services, Inc. Retirement PlanHonorhealth 403(b) Retirement Security Plan, Total assets ($M): 872.849758 · Participants: 12089Honorhealth 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($M): 256.355567 · Participants: 7538Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($M): 145.966125 · Participants: 10133Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($M): 120.093399 · Participants: 1633El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($M): 91.232835 · Participants: 1954Kingman Regional Medical Center Employee Retirement Plan
Southwest Behavioral Health Services, Inc. Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Southwest Behavioral Health Services, Inc. Retirement Plan side-by-side with 3 peers →

Southwest Behavioral Health Services, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Lifecenter Northwest 403(b) Retirement Plan in WA ($18M); by covered participants it is La Salle University Defined Contribution and Tax- Deferred Annuity Plan in PA (1,193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,194 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 Behavioral Health Services, Inc. Retirement Plan assets move in 2022? ▼
Southwest Behavioral Health Services, Inc. Retirement Plan grew sharply - up 20.9% during 2022, from $15M to $18M. Reported net income was $3M.
How have Southwest Behavioral Health Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southwest Behavioral Health Services, Inc.'s sponsor-wide assets grew 30.8%, from $18M to $23M.
Where does Southwest Behavioral Health Services, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Southwest Behavioral Health Services, Inc. Retirement Plan ranks in the 75th 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 Other plans are similar in size to Southwest Behavioral Health Services, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lifecenter Northwest 403(b) Retirement Plan in WA ($18M, 186 participants).
Which Other plans cover a similar participant headcount to Southwest Behavioral Health Services, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is La Salle University Defined Contribution and Tax- Deferred Annuity Plan in PA (1,193 participants, $209M 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 860290033.

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.