Defined Benefit (Pension) · DOL Form 5500 · 2023

Southwest Community Health System Pension Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
1,032
Participants Near avg headcount
92nd
Percentile by assets National rank
$102,772
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Retirement and Cash Balance Plan · Sponsored by Southwest Community Health System · Ohio · Healthcare & Social Assistance

$106M in assets, 1,032 participants

Southwest Community Health System's Southwest Retirement and Cash Balance Plan reported $106M in total assets and 1,032 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,391 in Healthcare & Social Assistance (17,684 peers)

Where Southwest Retirement and Cash Balance Plan sits by assets

Southwest Retirement and Cash Balance Plan sits in the top 10% of all filed plans by assets, $106M for 1,032 participants (~$102,772/participant), up 6.0% in 2023.

#16,391
in Healthcare & Social Assistance (17,684 peers)
+6.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Southwest Retirement and Cash Balance Plan's outsized position by total assets

Southwest Retirement and Cash Balance Plan vs every filed plan by assets

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

$106,060,938 Top 8% higher than 92% 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 Retirement and Cash Balance 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 Retirement and Cash Balance Plan lands in the large band (1,032 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Retirement and Cash Balance Plan reported net income rose from -$21M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Southwest Retirement and Cash Balance Plan reported participants fell from 1,128 in the plan year 2022 filing to 1,032 in the plan year 2023 filing.
  • Southwest Retirement and Cash Balance Plan end-of-year assets rose from $100M in the plan year 2022 filing to $106M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341455141 · Southwest Community Health System PY 2023 · Defined Benefit (Pension)

Southwest Retirement and Cash Balance Plan · $106M · 1,032 · 92nd

  • EBSA $106M
  • PART 1,032
  • TYPE 92nd
  • NET Defined Benefit (Pension)
  • BOOK near Monument Health, Inc. Pension Plan
  • VS-ST ind #16391

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 Retirement and Cash Balance Plan in the asset neighbourhood

Spire Retirement Income Plan$106MClark Equipment Company Retirement Plan (Plan 50)Clark Equipment Company Reti…$106MMonument Health, Inc. Pension PlanMonument Health, Inc. Pensio…$106MSouthwest Retirement and Cash Balance PlanSouthwest Retirement and Cas…$106MDistributors Association Warehousemen's Pension TrustDistributors Association War…$106M
End-of-year total assets ($M) among Southwest Retirement and Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$106M
Net Income$6M
Employer EIN341455141
Plan Effective Date1954-08-01
Filing StatusFILING 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
$280M$300M$320M$340M$360M 202220232024 $289M $350M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 3,796 $289M
2023 2 3,768 $328M
2024 2 3,674 $350M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southwest Retirement and Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Southwest Retirement and Cash Balance Plan, Total assets ($B): 0.106060938 · Participants: 1032Southwest Retirement and Cash Balance PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Southwest Retirement and Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Southwest Retirement and Cash Balance Plan side-by-side with 3 peers →

Southwest Retirement and Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Monument Health, Inc. Pension Plan in SD ($106M); by covered participants it is Local Union 786 Building Material Pension Fund in IL (1,031 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,032 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 Retirement and Cash Balance Plan assets move in 2023? ▼
Southwest Retirement and Cash Balance Plan grew at a solid clip - up 6.0% during 2023, from $100M to $106M. Reported net income was $6M.
How have Southwest Community Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Community Health System's sponsor-wide assets grew 21.1%, from $289M to $350M.
Where does Southwest Retirement and Cash Balance Plan rank by assets among Form 5500 filers? ▼
Southwest Retirement and Cash Balance Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southwest Retirement and Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Monument Health, Inc. Pension Plan in SD ($106M, 3,078 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwest Retirement and Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local Union 786 Building Material Pension Fund in IL (1,031 participants, $376M 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 341455141.

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.