Profit Sharing · DOL Form 5500 · 2024
Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 471
- Participants Below avg headcount
- 31st
- Percentile by assets National rank
- $5,146
- Avg per participant Low balance/head
Official DOL plan name: Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) · Sponsored by Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo · Puerto Rico · Healthcare & Social Assistance
$2M in assets, 471 participants
Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo's Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) reported $2M in total assets and 471 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,161 in Healthcare & Social Assistance (16,916 peers)
Coverage in Puerto Rico
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) covers 471 participants in Puerto Rico, 5.3x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.
- #5,161
- in Healthcare & Social Assistance (16,916 peers)
- +4.2%
- assets growth YoY
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) among the smaller filed plans by assets
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,423,538 31st percentile higher than 31% 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 Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) 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 Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) sits mid-pack in the medium band (471 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) reported net income fell from $203K in the plan year 2023 filing to $96K in the plan year 2024 filing.
- Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) reported participants rose from 370 in the plan year 2023 filing to 471 in the plan year 2024 filing.
- Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 660558678 · Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo PY 2024 · Profit Sharing
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) · $2M · 471 · 31st
- VS-ST $2M
- BOY 471
- SCH 31st
- EBSA Profit Sharing
- PART near Turrini Ventures Incorporated Retirement Plan
- TYPE ind #5161
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 Puerto Rico →
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $96K |
| Employer EIN | 660558678 |
| Plan Effective Date | 2007-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo)
Sponsor-wide plan assets over time
All Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 14.089382345256784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $2M |
| 2023 | 1 | 370 | $2M |
| 2024 | 1 | 471 | $2M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo)'s out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Turrini Ventures Incorporated Retirement Plan in CA ($2M); by covered participants it is Electrical Workers Pension Fund Part B in MN (472 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (471 participants); asset peers above are excluded.
- Electrical Workers Pension Fund Part B (MN) 472 · 1 off
- St. Joseph Center 403(b) Plan (CA) 472 · 1 off
- Heat and Frost Insulators Local 34 Pension Fund (MN) 474 · 3 off
- Ewtn 403(b) Retirement Savings Plan (AL) 468 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.