Other · DOL Form 5500 · 2023
Southwest Behavioral Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 1,284
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $17,961
- Avg per participant Low balance/head
Official DOL plan name: Southwest Behavioral Health Services, Inc. Retirement Plan · Sponsored by Southwest Behavioral Health Services, Inc. · Arizona · Other Services
$23M in assets, 1,284 participants
Southwest Behavioral Health Services, Inc.'s Southwest Behavioral Health Services, Inc. Retirement Plan reported $23M in total assets and 1,284 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #6,819 in Other Services (7,857 peers)
Coverage in Arizona
Southwest Behavioral Health Services, Inc. Retirement Plan covers 1,284 participants in Arizona, 2.3x the typical Arizona plan (state average ~564 per filing). Assets: $23M.
- #6,819
- in Other Services (7,857 peers)
- +30.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Southwest Behavioral Health Services, Inc. Retirement Plan's outsized position by total assets
Southwest Behavioral Health Services, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,061,915 Top 25% higher than 75% 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 Behavioral Health Services, Inc. Retirement 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 Behavioral Health Services, Inc. Retirement Plan lands in the large band (1,284 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest Behavioral Health Services, Inc. Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Southwest Behavioral Health Services, Inc. Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Southwest Behavioral Health Services, Inc. Retirement Plan reported participants rose from 1,194 in the plan year 2022 filing to 1,284 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860290033 · Southwest Behavioral Health Services, Inc. PY 2023 · Other
Southwest Behavioral Health Services, Inc. Retirement Plan · $23M · 1,284 · 75th
- PCT $23M
- EIN 1,284
- RANK 75th
- PHOTO Other
- IND near Horizon House 403(b) Retirement Plan
- EOY ind #6819
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 Other Services retirement plans → · Plans in Arizona →
Southwest Behavioral Health Services, Inc. Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $5M |
| Employer EIN | 860290033 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Behavioral Health Services, Inc.)
Sponsor-wide plan assets over time
All Southwest Behavioral Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 30.77637231629444% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,194 | $18M |
| 2023 | 1 | 1,284 | $23M |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.0B · 13,597
- Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
- Banner Health Employees 403(b) Plan $164M · 11,018
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $150M · 1,887
- Kingman Regional Medical Center Employee Retirement Plan $107M · 1,914
Southwest Behavioral Health Services, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Horizon House 403(b) Retirement Plan in PA ($23M); by covered participants it is Burke Rehabilitation Hospital 403(b) Plan in NY (1,285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,284 participants); asset peers above are excluded.
- Burke Rehabilitation Hospital 403(b) Plan (NY) 1,285 · 1 off
- Open Sky Community Services, Inc. Tax-Deferred Annuity Plan (MA) 1,283 · 1 off
- Washington and Lee University Defined Contribution Plan (VA) 1,288 · 4 off
- Wellesley College 403(b) Retirement Plan (MA) 1,279 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.