Other · DOL Form 5500 · 2024
Southwest Community Health System Retirement Plan
Data updated 2026-08-25
- $247M
- Total assets Near avg plan size
- 2,721
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $90,815
- Avg per participant Below avg balance/head
Official DOL plan name: Southwest Matching Defined Contribution Retirement Plan · Sponsored by Southwest Community Health System · Ohio · Healthcare & Social Assistance
$247M in assets, 2,721 participants
Southwest Community Health System's Southwest Matching Defined Contribution Retirement Plan reported $247M in total assets and 2,721 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,164 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Southwest Matching Defined Contribution Retirement Plan covers 2,721 participants in Ohio, 3.6x the typical Ohio plan (state average ~765 per filing). Assets: $247M.
- #16,164
- in Healthcare & Social Assistance (16,916 peers)
- +11.1%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Southwest Matching Defined Contribution Retirement Plan's outsized position by total assets
Southwest Matching Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$247,108,806 Top 5% higher than 95% 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
Southwest Matching Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Matching Defined Contribution Retirement Plan lands in the large band (2,721 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwest Matching Defined Contribution Retirement Plan reported net income fell from $33M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Southwest Matching Defined Contribution Retirement Plan end-of-year assets rose from $222M in the plan year 2023 filing to $247M in the plan year 2024 filing.
- Southwest Matching Defined Contribution Retirement Plan reported participants fell from 2,736 in the plan year 2023 filing to 2,721 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 341455141 · Southwest Community Health System PY 2024 · Other
Southwest Matching Defined Contribution Retirement Plan · $247M · 2,721 · 95th
- NET $247M
- NET 2,721
- NET 95th
- NET Other
- NET near Norc, Inc. Retirement Plan
- NET ind #16164
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 Ohio →
Southwest Matching Defined Contribution Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $222M |
|---|---|
| Net Assets (End of Year) | $247M |
| Net Income | $25M |
| Employer EIN | 341455141 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Community Health System)
Sponsor-wide plan assets over time
All Southwest Community Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $350M 21.134072585196932% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,796 | $289M |
| 2023 | 2 | 3,768 | $328M |
| 2024 | 2 | 3,674 | $350M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Southwest Matching Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Norc, Inc. Retirement Plan in IL ($247M); by covered participants it is Augusta Health Care 403b Plan in VA (2,721 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($247M here).
- Norc, Inc. Retirement Plan (IL) $247M · 2,290
- Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan (NH) $248M · 2,257
- Iona University Defined Contribution Retirement Plan (NY) $248M · 693
- Springfield College Defined Contribution Retirement Plan (MA) $246M · 1,093
Similar participant headcount
Nearest other-state filings by covered participants (2,721 participants); asset peers above are excluded.
- Augusta Health Care 403b Plan (VA) 2,721 · 0 off
- Ici Multiple Employer Plan (IN) 2,722 · 1 off
- Association of University Physicians Tda Plan (WA) 2,723 · 2 off
- Southeasthealth Retirement Plan (MO) 2,717 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.