401(k) · DOL Form 5500 · 2023

Southwestern Healthcare, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
361
Participants Below avg headcount
74th
Percentile by assets National rank
$58,498
Avg per participant Low balance/head
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Official DOL plan name: Southwestern Healthcare, Inc. Retirement Plan · Sponsored by Southwestern Healthcare, Inc. · Indiana · Healthcare & Social Assistance

$21M in assets, 361 participants

Southwestern Healthcare, Inc.'s Southwestern Healthcare, Inc. Retirement Plan reported $21M in total assets and 361 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,760 in Healthcare & Social Assistance (17,684 peers)

Southwestern Healthcare, Inc. multi-year trail

Southwestern Healthcare, Inc.'s plans moved +27.6% in assets from 2022 to 2024; this filing shows Southwestern Healthcare, Inc. Retirement Plan at $21M / 361 participants.

#13,760
in Healthcare & Social Assistance (17,684 peers)
+16.9%
assets growth YoY

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 2023 · DOL Form 5500

$21,117,816 Top 26% higher than 74% of 127,068 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 2023

Southwestern Healthcare, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 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 (361 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwestern Healthcare, Inc. Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southwestern Healthcare, Inc. Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Southwestern Healthcare, Inc. Retirement Plan reported participants rose from 349 in the plan year 2022 filing to 361 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261503650 · Southwestern Healthcare, Inc. PY 2023 · 401(k)

Southwestern Healthcare, Inc. Retirement Plan · $21M · 361 · 74th

  • TYPE $21M
  • TYPE 361
  • TYPE 74th
  • TYPE 401(k)
  • TYPE near St. Luke's Cataract and Laser Institute 401(k) Plan
  • TYPE ind #13760

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

Southwestern Healthcare, Inc. Retirement PlanSouthwestern Healthcare, Inc…$21MSt. Luke's Cataract and Laser Institute 401(k) PlanSt. Luke's Cataract and Lase…$21MRevlocal, LLC Profit Sharing & 401(k) PlanRevlocal, LLC Profit Sharing…$21MForkidcare, LLC 401(k) Retirement Savings PlanForkidcare, LLC 401(k) Retir…$21MLm Wind Power Blades Inc 401(k) Retirement PlanLm Wind Power Blades Inc 401…$21M
End-of-year total assets ($M) among Southwestern Healthcare, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southwestern Healthcare, Inc. multi-year asset trail

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
$16M$18M$20M$22M$24M 202220232024 $18.1M $23.1M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 349 $18M
2023 1 361 $21M
2024 1 380 $23M

Southwestern Healthcare, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN261503650
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Southwestern Healthcare, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Southwestern Healthcare, Inc. Retirement Plan, Total assets ($B): 0.021117816 · Participants: 361Southwestern Healthcare, Inc. Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Southwestern Healthcare, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Southwestern Healthcare, Inc. Retirement Plan side-by-side with 3 peers →

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 St. Luke's Cataract and Laser Institute 401(k) Plan in FL ($21M); by covered participants it is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwestern Healthcare, Inc. Retirement Plan assets move in 2023? ▼
Southwestern Healthcare, Inc. Retirement Plan grew sharply - up 16.9% during 2023, from $18M to $21M. Reported net income was $3M.
How have Southwestern Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern Healthcare, Inc.'s sponsor-wide assets grew 27.6%, from $18M to $23M.
Which 401(k) plans are similar in size to Southwestern Healthcare, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Luke's Cataract and Laser Institute 401(k) Plan in FL ($21M, 394 participants).
Which 401(k) plans cover a similar participant headcount to Southwestern Healthcare, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261503650.

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.