401(k) · DOL Form 5500 · 2024
Southwestern Healthcare, Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 380
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $60,666
- Avg per participant Low balance/head
Official DOL plan name: Southwestern Healthcare, Inc. Retirement Plan · Sponsored by Southwestern Healthcare, Inc. · Indiana · Healthcare & Social Assistance
$23M in assets, 380 participants
Southwestern Healthcare, Inc.'s Southwestern Healthcare, Inc. Retirement Plan reported $23M in total assets and 380 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,034 in Healthcare & Social Assistance (16,916 peers)
Southwestern Healthcare, Inc. multi-year trail
Southwestern Healthcare, Inc.'s plans moved +27.6% in assets from 2022 to 2024; this filing shows Southwestern Healthcare, Inc. Retirement Plan at $23M / 380 participants.
- #13,034
- in Healthcare & Social Assistance (16,916 peers)
- +9.2%
- assets growth YoY
Southwestern Healthcare, Inc. Retirement Plan's outsized position by total assets
Southwestern Healthcare, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,053,157 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Southwestern Healthcare, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwestern Healthcare, Inc. Retirement Plan sits mid-pack in the medium band (380 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwestern Healthcare, Inc. Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Southwestern Healthcare, Inc. Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Southwestern Healthcare, Inc. Retirement Plan reported participants rose from 361 in the plan year 2023 filing to 380 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 261503650 · Southwestern Healthcare, Inc. PY 2024 · 401(k)
Southwestern Healthcare, Inc. Retirement Plan · $23M · 380 · 73rd
- EBSA $23M
- EBSA 380
- EBSA 73rd
- EBSA 401(k)
- EBSA near Daily's Premium Meats Retirement Plan
- EBSA ind #13034
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 Indiana →
Southwestern Healthcare, Inc. Retirement Plan in the asset neighbourhood
Southwestern Healthcare, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Southwestern Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 27.569499670107838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 349 | $18M |
| 2023 | 1 | 361 | $21M |
| 2024 | 1 | 380 | $23M |
Southwestern Healthcare, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 261503650 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Southwestern Healthcare, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Daily's Premium Meats Retirement Plan in KS ($23M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (380 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Daily's Premium Meats Retirement Plan (KS) $23M · 1,146
- Newmark Homes 401(k) Plan (TX) $23M · 127
- Muskingum Valley Health Center 401(k) Profit Sharing Plan (OH) $23M · 539
- Pediatric Affiliates, P.a. 401(k) Plan (NJ) $23M · 156
Similar participant headcount
Nearest other-state filings by covered participants (380 participants); asset peers above are excluded.
- Clark Hill Non-Member Attorneys 401(k) Savings Plan (MI) 380 · 0 off
- Jwf Industries 401(k) Plan (PA) 380 · 0 off
- Kurt Weiss Greenhouses, Inc. 401(k) Savings Plan (NY) 380 · 0 off
- Jfrog 401(k) Retirement Plan (CA) 380 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.