Defined Benefit (Pension) · DOL Form 5500 · 2024

Southwest Community Health System Pension Plan

Data updated 2026-08-06

$103M
Total assets: 953
Participants: 91st
Percentile by assets: $108,064
Avg per participant

Official DOL plan name: Southwest Retirement and Cash Balance Plan · Sponsored by Southwest Community Health System · Ohio · Healthcare & Social Assistance

$103M in assets, 953 participants

Southwest Community Health System's Southwest Retirement and Cash Balance Plan reported $103M in total assets and 953 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 116,472 plans)
#14,286 in Healthcare & Social Assistance (15,613 peers)

Where Southwest Retirement and Cash Balance Plan sits by assets

Southwest Retirement and Cash Balance Plan sits in the top 10% of all filed plans by assets, $103M for 953 participants (~$108,064/participant), down 2.9% in 2024.

$103M
total plan assets (2024 EOY): 953
covered participants: 91st
percentile by assets (of 116,472 plans): $108,064
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Retirement and Cash Balance Plan reported net income fell from $6M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
Southwest Retirement and Cash Balance Plan reported participants fell from 1,032 in the plan year 2023 filing to 953 in the plan year 2024 filing.
Southwest Retirement and Cash Balance Plan end-of-year assets fell from $106M in the plan year 2023 filing to $103M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Healthcare & Social Assistance

Southwest Retirement and Cash Balance Plan vs the 2024 asset distribution

By assets, Southwest Retirement and Cash Balance Plan outranks 91% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$106M
Net Assets (End of Year)	$103M
Net Income	-$3M
Employer EIN	341455141
Plan Effective Date	1954-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Southwest Community Health System)

Total plan assets by year, all Southwest Community Health System plans on file

Year	Plans	Participants	Total Assets
2022	2	3,796	$289M
2023	2	3,768	$328M
2024	2	3,674	$350M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southwest Retirement and Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

GE Aerospace Pension Plan $19.0B · 9,637
Firstenergy Corp. Master Pension Plan $6.5B · 12,187
American Electric Power System Retirement Plan $4.1B · 16,073
Parker Defined Benefit Pension Plan $3.5B · 8,120
Nationwide Retirement Plan - Final Average Pay $3.5B · 5,058

Compare Southwest Retirement and Cash Balance Pl… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Southwest Retirement and Cash Balance Plan by total assets, not by location.

Capgemini Cash Balance Retirement Plan (NY) $103M · 46
Retirement Plan of the Wine, Liquor & Distillery Workers Union Local 1d Pension Fund (NY) $103M · 765
Wbc Holdings, L.P. Cash Balance Retirement Plan (IL) $103M · 222
Masters Mates & Pilots Adjustable Pension Plan (MD) $103M · 919

Frequently Asked Questions

How did Southwest Retirement and Cash Balance Plan assets move in 2024? ▼

Southwest Retirement and Cash Balance Plan edged down modestly - down 2.9% during 2024, from $106M to $103M. Reported net income was -$3M.

How have Southwest Community Health System plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southwest Community Health System's sponsor-wide assets grew 21.1%, from $289M to $350M.

Where does Southwest Retirement and Cash Balance Plan rank by assets among Form 5500 filers? ▼

Southwest Retirement and Cash Balance Plan ranks in the 91st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Southwest Retirement and Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Capgemini Cash Balance Retirement Plan in NY ($103M, 46 participants).

Next read for Southwest Retirement and Cash Balance Pl…

Scale reading

Ways to act on Southwest Retirement and Cash Balance Plan's numbers.

By total assets, Southwest Retirement and Cash Balance Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
Southwest Community Health System's sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 341455141.