Defined Benefit (Pension) · DOL Form 5500 · 2024
Southwest Community Health System Pension Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 953
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $108,064
- Avg per participant Below avg balance/head
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.
- #15,514 in Healthcare & Social Assistance (16,916 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.
- #15,514
- in Healthcare & Social Assistance (16,916 peers)
- -2.9%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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's outsized position by total assets
Southwest Retirement and Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$102,985,287 Top 9% higher than 91% 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 Retirement and Cash Balance 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 Retirement and Cash Balance Plan sits mid-pack in the medium band (953 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 341455141 · Southwest Community Health System PY 2024 · Defined Benefit (Pension)
Southwest Retirement and Cash Balance Plan · $103M · 953 · 91st
- 5500 $103M
- ASSETS 953
- PCT 91st
- EIN Defined Benefit (Pension)
- RANK near Capgemini Cash Balance Retirement Plan
- PHOTO ind #15514
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 Retirement and Cash Balance Plan in the asset neighbourhood
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)
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 Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Southwest Retirement and Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Capgemini Cash Balance Retirement Plan in NY ($103M); by covered participants it is Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan in ND (951 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
Similar participant headcount
Nearest other-state filings by covered participants (953 participants); asset peers above are excluded.
- Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan (ND) 951 · 2 off
- Southern California Lumber Industry Retirement Fund (CA) 951 · 2 off
- Tile Layers Union Local No. 52 Ny Pension Fund (NY) 955 · 2 off
- First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan (NC) 950 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.