Other · DOL Form 5500 · 2023
Southwest Health Center, Inc. Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 348
- Participants Below avg headcount
Official DOL plan name: Southwest Health Center, Inc. Savings Plan · Sponsored by Southwest Health Center, Inc. · Wisconsin · Healthcare & Social Assistance
N/A in assets, 348 participants
Southwest Health Center, Inc.'s Southwest Health Center, Inc. Savings Plan reported N/A in total assets and 348 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Southwest Health Center, Inc. multi-year trail
Southwest Health Center, Inc.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Southwest Health Center, Inc. Savings Plan at N/A / 348 participants.
- -$11M
- reported net income
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southwest Health Center, Inc. Savings 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 Center, Inc. Savings Plan sits mid-pack in the medium band (348 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest Health Center, Inc. Savings Plan reported net income fell from -$3M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Southwest Health Center, Inc. Savings Plan reported participants fell from 371 in the plan year 2022 filing to 348 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391370626 · Southwest Health Center, Inc. PY 2023 · Other
Southwest Health Center, Inc. Savings Plan · N/A · 348
- RANK N/A
- RANK 348
- RANK PY 2023
- RANK Other
- RANK near Ford Foundation Savings Plan
- RANK -$11M
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 Wisconsin →
Southwest Health Center, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Southwest Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 48.03172312311861% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 888 | $35M |
| 2023 | 2 | 910 | $42M |
| 2024 | 1 | 615 | $51M |
Southwest Health Center, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$11M |
| Employer EIN | 391370626 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Southwest Health Center, Inc. Savings Plan's closest out-of-state Other peers by headcount
Outside Wisconsin, the nearest Other by covered participants is Ford Foundation Savings Plan in NY (348 participants; this filing: 348 participants).
Similar participant headcount
Nearest other-state filings by covered participants (348 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.