Other · DOL Form 5500 · 2023

Southwest Health System Inc. Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
487
Participants Below avg headcount
74th
Percentile by assets National rank
$44,645
Avg per participant Low balance/head
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Official DOL plan name: Southwest Health System Inc. Employee Retirement Plan · Sponsored by Southwest Health System Inc. · Colorado · Healthcare & Social Assistance

$22M in assets, 487 participants

Southwest Health System Inc.'s Southwest Health System Inc. Employee Retirement Plan reported $22M in total assets and 487 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.

  • #13,845 in Healthcare & Social Assistance (17,684 peers)

Southwest Health System Inc. multi-year trail

Southwest Health System Inc.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Southwest Health System Inc. Employee Retirement Plan at $22M / 487 participants.

#13,845
in Healthcare & Social Assistance (17,684 peers)
+17.1%
assets growth YoY

Southwest Health System Inc. Employee Retirement Plan's outsized position by total assets

Southwest Health System Inc. Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,741,932 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

Southwest Health System Inc. Employee 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. Southwest Health System Inc. Employee Retirement Plan sits mid-pack in the medium band (487 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Health System Inc. Employee Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southwest Health System Inc. Employee Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Southwest Health System Inc. Employee Retirement Plan reported participants rose from 474 in the plan year 2022 filing to 487 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841337350 · Southwest Health System Inc. PY 2023 · Other

Southwest Health System Inc. Employee Retirement Plan · $22M · 487 · 74th

  • TYPE $22M
  • NET 487
  • BOOK 74th
  • VS-ST Other
  • BOY near Oclc Supplemental Plan
  • SCH ind #13845

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 Colorado →

Southwest Health System Inc. Employee Retirement Plan in the asset neighbourhood

The Lamplighter School Defined Contribution Retirement PlanThe Lamplighter School Defin…$22MSouthwest Health System Inc. Employee Retirement PlanSouthwest Health System Inc.…$22MOclc Supplemental Plan$22MRadio Free Asia Tax Deferred Annuity PlanRadio Free Asia Tax Deferred…$22MSkillpath Retirement Savings PlanSkillpath Retirement Savings…$22M
End-of-year total assets ($M) among Southwest Health System Inc. Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Southwest Health System Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Health System Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 30.96811972795682% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.6M $24.3M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 474 $19M
2023 1 487 $22M
2024 1 452 $24M

Southwest Health System Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN841337350
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

Southwest Health System Inc. Employee Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Southwest Health System Inc. Employee Retirement Plan, Total assets ($B): 0.021741932 · Participants: 487Southwest Health System Inc. Employee Retirement PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Southwest Health System Inc. Employee Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Southwest Health System Inc. Employee Retirement Plan side-by-side with 3 peers →

Southwest Health System Inc. Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Oclc Supplemental Plan in OH ($22M); by covered participants it is 403(b) Thrift Plan for Family & Community Services, Inc. in OH (487 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (487 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 Southwest Health System Inc. Employee Retirement Plan assets move in 2023? ▼
Southwest Health System Inc. Employee Retirement Plan grew sharply - up 17.1% during 2023, from $19M to $22M. Reported net income was $3M.
How have Southwest Health System Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Health System Inc.'s sponsor-wide assets grew 31.0%, from $19M to $24M.
Which Other plans are similar in size to Southwest Health System Inc. Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Oclc Supplemental Plan in OH ($22M, 829 participants).
Which Other plans cover a similar participant headcount to Southwest Health System Inc. Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Family & Community Services, Inc. in OH (487 participants, $6M 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 841337350.

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.