401(k) · DOL Form 5500 · 2023

Southwest Health Center, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
562
Participants Below avg headcount
84th
Percentile by assets National rank
$74,585
Avg per participant Below avg balance/head
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Official DOL plan name: Southwest Health Center, Inc. 403(b) Tsa Plan · Sponsored by Southwest Health Center, Inc. · Wisconsin · Healthcare & Social Assistance

$42M in assets, 562 participants

Southwest Health Center, Inc.'s Southwest Health Center, Inc. 403(b) Tsa Plan reported $42M in total assets and 562 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,215 in Healthcare & Social Assistance (17,684 peers)

Where Southwest Health Center, Inc. 403(b) Tsa Plan sits by assets

Southwest Health Center, Inc. 403(b) Tsa Plan sits in the top quartile of all filed plans by assets, $42M for 562 participants (~$74,585/participant), up 77.1% in 2023.

#15,215
in Healthcare & Social Assistance (17,684 peers)
+77.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Southwest Health Center, Inc. 403(b) Tsa Plan's outsized position by total assets

Southwest Health Center, Inc. 403(b) Tsa Plan vs every filed plan by assets

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

$41,916,578 Top 16% higher than 84% 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 Center, Inc. 403(b) Tsa 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. 403(b) Tsa Plan sits mid-pack in the medium band (562 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Health Center, Inc. 403(b) Tsa Plan reported net income rose from -$47K in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Southwest Health Center, Inc. 403(b) Tsa Plan end-of-year assets rose from $24M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Southwest Health Center, Inc. 403(b) Tsa Plan reported participants rose from 517 in the plan year 2022 filing to 562 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391370626 · Southwest Health Center, Inc. PY 2023 · 401(k)

Southwest Health Center, Inc. 403(b) Tsa Plan · $42M · 562 · 84th

  • BOY $42M
  • BOY 562
  • BOY 84th
  • BOY 401(k)
  • BOY near Saulsbury Industries, Inc. Employee 401(k) Plan
  • BOY ind #15215

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. 403(b) Tsa Plan in the asset neighbourhood

Southwest Health Center, Inc. 403(b) Tsa PlanSouthwest Health Center, Inc…$42MSaulsbury Industries, Inc. Employee 401(k) PlanSaulsbury Industries, Inc. E…$42M401(k) Plan as Adopted by Westfield Bank401(k) Plan as Adopted by We…$42MMerritt Management Corporation 401(k) PlanMerritt Management Corporati…$42MCode42 401(k) Retirement Plan$42M
End-of-year total assets ($M) among Southwest Health Center, Inc. 403(b) Tsa Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$42M
Net Income$18M
Employer EIN391370626
Plan Effective Date1970-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Health Center, Inc.)

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
$30M$40M$50M$60M 202220232024 $34.7M $51.4M ▲ +48.0%
Year Plans Participants Total Assets
2022 2 888 $35M
2023 2 910 $42M
2024 1 615 $51M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Health Center, Inc. 403(b) Tsa Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Southwest Health Center, Inc. 403(b) Tsa Plan, Total assets ($B): 0.041916578 · Participants: 562Southwest Health Center, Inc. 403(b) Tsa PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Southwest Health Center, Inc. 403(b) Tsa Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Southwest Health Center, Inc. 403(b) Tsa Plan side-by-side with 3 peers →

Southwest Health Center, Inc. 403(b) Tsa Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Saulsbury Industries, Inc. Employee 401(k) Plan in TX ($42M); by covered participants it is Aim Media 401(k) Plan in TX (562 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (562 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 Center, Inc. 403(b) Tsa Plan assets move in 2023? ▼
Southwest Health Center, Inc. 403(b) Tsa Plan surged - up 77.1% during 2023, from $24M to $42M. Reported net income was $18M.
How have Southwest Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Health Center, Inc.'s sponsor-wide assets grew 48.0%, from $35M to $51M.
Where does Southwest Health Center, Inc. 403(b) Tsa Plan rank by assets among Form 5500 filers? ▼
Southwest Health Center, Inc. 403(b) Tsa Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southwest Health Center, Inc. 403(b) Tsa Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saulsbury Industries, Inc. Employee 401(k) Plan in TX ($42M, 1,246 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Health Center, Inc. 403(b) Tsa Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aim Media 401(k) Plan in TX (562 participants, $20M 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 391370626.

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.