Other · DOL Form 5500 · 2023
Southwest Community Health System Retirement Plan
Data updated 2026-08-25
- $222M
- Total assets Near avg plan size
- 2,736
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $81,279
- Avg per participant Below avg balance/head
Official DOL plan name: Southwest Matching Defined Contribution Retirement Plan · Sponsored by Southwest Community Health System · Ohio · Healthcare & Social Assistance
$222M in assets, 2,736 participants
Southwest Community Health System's Southwest Matching Defined Contribution Retirement Plan reported $222M in total assets and 2,736 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,923 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Southwest Matching Defined Contribution Retirement Plan covers 2,736 participants in Ohio, 3.6x the typical Ohio plan (state average ~765 per filing). Assets: $222M.
- #16,923
- in Healthcare & Social Assistance (17,684 peers)
- +17.7%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Southwest Matching Defined Contribution Retirement Plan's outsized position by total assets
Southwest Matching Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$222,379,842 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southwest Matching Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Matching Defined Contribution Retirement Plan lands in the large band (2,736 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest Matching Defined Contribution Retirement Plan reported net income rose from -$31M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Southwest Matching Defined Contribution Retirement Plan end-of-year assets rose from $189M in the plan year 2022 filing to $222M in the plan year 2023 filing.
- Southwest Matching Defined Contribution Retirement Plan reported participants rose from 2,668 in the plan year 2022 filing to 2,736 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 341455141 · Southwest Community Health System PY 2023 · Other
Southwest Matching Defined Contribution Retirement Plan · $222M · 2,736 · 95th
- RANK $222M
- RANK 2,736
- RANK 95th
- RANK Other
- RANK near Webster University Defined Contribution Retirement Plan
- RANK ind #16923
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 Ohio →
Southwest Matching Defined Contribution Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $222M |
| Net Income | $33M |
| Employer EIN | 341455141 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Community Health System)
Sponsor-wide plan assets over time
All Southwest Community Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $350M 21.134072585196932% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,796 | $289M |
| 2023 | 2 | 3,768 | $328M |
| 2024 | 2 | 3,674 | $350M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Southwest Matching Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Webster University Defined Contribution Retirement Plan in MO ($222M); by covered participants it is Roger Williams University Retirement Plan in RI (2,740 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($222M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,736 participants); asset peers above are excluded.
- Roger Williams University Retirement Plan (RI) 2,740 · 4 off
- Vinfen 403(b) Employee Retirement Savings Plan (MA) 2,732 · 4 off
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) 2,719 · 17 off
- Saint Joseph's University Retirement Plan (PA) 2,715 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.