401(k) · DOL Form 5500 · 2024
Southwest Health Center, Inc. 401(k) Plan
Data updated 2026-08-11
- $51M
- Total assets
- 615
- Participants
- 84th
- Percentile by assets
- $83,546
- Avg per participant
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.
- 84th percentile by assets (of 123,622 plans)
- #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.
- $51M
- total plan assets (2024 EOY)
- 615
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $83,546
- avg assets per participant
Where Southwest Health Center, Inc. 403(b) Tsa Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Southwest Health Center, Inc. 403(b) Tsa Plan vs the 2024 asset distribution
By assets, Southwest Health Center, Inc. 403(b) Tsa Plan outranks 84% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $9M |
| Employer EIN | 391370626 |
| Plan Effective Date | 1970-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Health Center, Inc.)
| 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
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southwest Health Center, Inc. 403(b) Tsa Plan by total assets, not by location.
- Usalco, LLC 401(k) Retirement Savings Plan (MD) $51M · 435
- Atac Tax Sheltered Savings Plan (CA) $51M · 71
- Veracode, Inc. 401(k) Plan (MA) $51M · 692
- Sbm Management Services, LP 401(k) Savings Plan (CA) $51M · 7,186
Frequently Asked Questions
How did Southwest Health Center, Inc. 403(b) Tsa Plan assets move in 2024? ▼
How have Southwest Health Center, Inc. plan assets changed over time? ▼
Where does Southwest Health Center, Inc. 403(b) Tsa Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Southwest Health Center, Inc. 403(b) Tsa Plan? ▼
Next read for Southwest Health Center, Inc. 403(b) Tsa…
Scale reading
Ways to act on Southwest Health Center, Inc. 403(b) Tsa Plan's numbers.
- By total assets, Southwest Health Center, Inc. 403(b) Tsa Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Southwest Health Center, Inc.'s sponsor-wide assets have grown 48.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans