Other · DOL Form 5500 · 2024

Southwest Health System Inc. Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
452
Participants Below avg headcount
74th
Percentile by assets National rank
$53,791
Avg per participant Low balance/head
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Official DOL plan name: Southwest Health System Inc. Employee Retirement Plan · Sponsored by Southwest Health System Inc. · Colorado · Healthcare & Social Assistance

$24M in assets, 452 participants

Southwest Health System Inc.'s Southwest Health System Inc. Employee Retirement Plan reported $24M in total assets and 452 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,170 in Healthcare & Social Assistance (16,916 peers)

Southwest Health System Inc. multi-year trail

Southwest Health System Inc.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Southwest Health System Inc. Employee Retirement Plan at $24M / 452 participants.

#13,170
in Healthcare & Social Assistance (16,916 peers)
+11.8%
assets growth YoY

Southwest Health System Inc. Employee Retirement Plan's outsized position by total assets

Southwest Health System Inc. Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,313,646 Top 26% higher than 74% 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 System Inc. Employee 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. Southwest Health System Inc. Employee Retirement Plan sits mid-pack in the medium band (452 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Health System Inc. Employee Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Southwest Health System Inc. Employee Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Southwest Health System Inc. Employee Retirement Plan reported participants fell from 487 in the plan year 2023 filing to 452 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 841337350 · Southwest Health System Inc. PY 2024 · Other

Southwest Health System Inc. Employee Retirement Plan · $24M · 452 · 74th

  • PCT $24M
  • PCT 452
  • PCT 74th
  • PCT Other
  • PCT near Texas Heart Institute Section 403(b) Plan
  • PCT ind #13170

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 Colorado →

Southwest Health System Inc. Employee Retirement Plan in the asset neighbourhood

Texas Heart Institute Section 403(b) PlanTexas Heart Institute Sectio…$24MSouthwest Health System Inc. Employee Retirement PlanSouthwest Health System Inc.…$24MRiverside Community Care, Inc. 403(b) PlanRiverside Community Care, In…$24MWsfssh 403(b) Retirement Savings PlanWsfssh 403(b) Retirement Sav…$24MCincinnati Country Day School Tiaa Cref Retirement PlanCincinnati Country Day Schoo…$24M
End-of-year total assets ($M) among Southwest Health System Inc. Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Southwest Health System Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Health System Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 30.96811972795682% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.6M $24.3M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 474 $19M
2023 1 487 $22M
2024 1 452 $24M

Southwest Health System Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN841337350
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

Peer Other plans, same state, same plan type, ranked by total assets.

Southwest Health System Inc. Employee Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Southwest Health System Inc. Employee Retirement Plan, Total assets ($B): 0.024313646 · Participants: 452Southwest Health System Inc. Employee Retirement PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
Southwest Health System Inc. Employee Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Southwest Health System Inc. Employee Retirement Plan side-by-side with 3 peers →

Southwest Health System Inc. Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Texas Heart Institute Section 403(b) Plan in TX ($24M); by covered participants it is Alfred University Retirement Plan in NY (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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 System Inc. Employee Retirement Plan assets move in 2024? ▼
Southwest Health System Inc. Employee Retirement Plan grew at a solid clip - up 11.8% during 2024, from $22M to $24M. Reported net income was $3M.
How have Southwest Health System Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Health System Inc.'s sponsor-wide assets grew 31.0%, from $19M to $24M.
Which Other plans are similar in size to Southwest Health System Inc. Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Texas Heart Institute Section 403(b) Plan in TX ($24M, 195 participants).
Which Other plans cover a similar participant headcount to Southwest Health System Inc. Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Alfred University Retirement Plan in NY (452 participants, $151M 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 841337350.

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.