401(k) · DOL Form 5500 · 2024

Southwest Health Center, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
615
Participants Below avg headcount
84th
Percentile by assets National rank
$83,546
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

$51M in assets, 615 participants

Southwest Health Center, Inc.'s Southwest Health Center, Inc. 403(b) Tsa Plan reported $51M in total assets and 615 participants in its 2024 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.

  • #14,670 in Healthcare & Social Assistance (16,916 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, $51M for 615 participants (~$83,546/participant), up 22.6% in 2024.

#14,670
in Healthcare & Social Assistance (16,916 peers)
+22.6%
assets growth YoY
0.5×
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 2024 · DOL Form 5500

$51,380,803 Top 16% higher than 84% of 123,620 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 2024

Southwest Health Center, Inc. 403(b) Tsa 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. Southwest Health Center, Inc. 403(b) Tsa Plan sits mid-pack in the medium band (615 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Health Center, Inc. 403(b) Tsa Plan reported net income fell from $18M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Southwest Health Center, Inc. 403(b) Tsa Plan end-of-year assets rose from $42M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Southwest Health Center, Inc. 403(b) Tsa Plan reported participants rose from 562 in the plan year 2023 filing to 615 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391370626 · Southwest Health Center, Inc. PY 2024 · 401(k)

Southwest Health Center, Inc. 403(b) Tsa Plan · $51M · 615 · 84th

  • IND $51M
  • IND 615
  • IND 84th
  • IND 401(k)
  • IND near Usalco, LLC 401(k) Retirement Savings Plan
  • IND ind #14670

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

Atac Tax Sheltered Savings PlanAtac Tax Sheltered Savings P…$51MVeracode, Inc. 401(k) Plan$51MSouthwest Health Center, Inc. 403(b) Tsa PlanSouthwest Health Center, Inc…$51MUsalco, LLC 401(k) Retirement Savings PlanUsalco, LLC 401(k) Retiremen…$51MSbm Management Services, LP 401(k) Savings PlanSbm Management Services, LP …$51M
End-of-year total assets ($M) among Southwest Health Center, Inc. 403(b) Tsa Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$51M
Net Income$9M
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 -5051015 Total assets ($B) Participants Southwest Health Center, Inc. 403(b) Tsa Plan, Total assets ($B): 0.051380803 · Participants: 615Southwest Health Center, Inc. 403(b) Tsa PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell 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 Usalco, LLC 401(k) Retirement Savings Plan in MD ($51M); by covered participants it is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in NE (615 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (615 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Southwest Health Center, Inc. 403(b) Tsa Plan grew sharply - up 22.6% during 2024, from $42M to $51M. Reported net income was $9M.
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 123,622 plans that reported assets for plan year 2024 (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 Usalco, LLC 401(k) Retirement Savings Plan in MD ($51M, 435 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 Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in NE (615 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.