Defined Benefit (Pension) · DOL Form 5500 · 2023
Southwest Community Health System Pension Plan
Data updated 2026-08-11
- $106M
- Total assets
- 1,032
- Participants
- 92nd
- Percentile by assets
- $102,772
- Avg per participant
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.
- 92nd percentile by assets (of 127,072 plans)
- #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.
- $106M
- total plan assets (2023 EOY)
- 1,032
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $102,772
- avg assets per participant
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.
Southwest Retirement and Cash Balance Plan vs the 2023 asset distribution
By assets, Southwest Retirement and Cash Balance Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $6M |
| Employer EIN | 341455141 |
| Plan Effective Date | 1954-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Community Health System)
| 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
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Southwest Retirement and Cash Balance Plan by total assets, not by location.
- Monument Health, Inc. Pension Plan (SD) $106M · 3,078
- Clark Equipment Company Retirement Plan (Plan 50) (ND) $106M · 134
- Distributors Association Warehousemen's Pension Trust (CA) $106M · 265
- Spire Retirement Income Plan (AL) $106M · 753
Frequently Asked Questions
How did Southwest Retirement and Cash Balance Plan assets move in 2023? ▼
How have Southwest Community Health System plan assets changed over time? ▼
Where does Southwest Retirement and Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Southwest Retirement and Cash Balance Plan? ▼
Next read for Southwest Retirement and Cash Balance Pl…
Scale reading
Ways to act on Southwest Retirement and Cash Balance Plan's numbers.
- By total assets, Southwest Retirement and Cash Balance Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- Southwest Community Health System's sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans