Profit Sharing · DOL Form 5500 · 2023
Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 370
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $6,289
- Avg per participant Low balance/head
Official DOL plan name: Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) · Sponsored by Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo · Puerto Rico · Healthcare & Social Assistance
$2M in assets, 370 participants
Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo's Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) reported $2M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,607 in Healthcare & Social Assistance (17,684 peers)
Coverage in Puerto Rico
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) covers 370 participants in Puerto Rico, 4.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.
- #5,607
- in Healthcare & Social Assistance (17,684 peers)
- +9.5%
- assets growth YoY
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) among the smaller filed plans by assets
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,326,826 32nd percentile higher than 32% 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 Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) 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 Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) sits mid-pack in the medium band (370 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) reported net income rose from -$330K in the plan year 2022 filing to $203K in the plan year 2023 filing.
- Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) reported participants rose from 366 in the plan year 2022 filing to 370 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660558678 · Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo PY 2023 · Profit Sharing
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) · $2M · 370 · 32nd
- TYPE $2M
- NET 370
- BOOK 32nd
- VS-ST Profit Sharing
- BOY near Ptas Psp
- SCH ind #5607
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 Puerto Rico →
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $203K |
| Employer EIN | 660558678 |
| Plan Effective Date | 2007-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo)
Sponsor-wide plan assets over time
All Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 14.089382345256784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $2M |
| 2023 | 1 | 370 | $2M |
| 2024 | 1 | 471 | $2M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo)'s out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Ptas Psp in NY ($2M); by covered participants it is IBEW Local 129 Profit Sharing Annuity Plan in MI (370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (370 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.