401(k)
2024 plan-year 401(k) DOL Form 5500

Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo)

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo ยท Puerto Rico ยท Healthcare & Social Assistance

What the 2023 filing shows

Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) holds $2M for 471 participants - about $5,146 per participant, up 4.2% over the 2024 plan year.

$2M
total plan assets (2024 EOY)
471
covered participants
$5,146
avg assets per participant
+4.2%
assets growth YoY
Total Assets (2023)
$2M
Participants
471
State
Industry
Healthcare & Social Assistance

What the Filing Says About Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo)

Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) is a 401(k) retirement plan sponsored by Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo, headquartered in Puerto Rico. As of the 2024 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 471 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 660558678, and the plan has been effective since 2007-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2024 to $2M at year-end โ€” a gain of 4.2%. Net assets (after liabilities) closed the year at $2M, with reported net income of $96K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$96K
Plan Type401(k)
Employer EIN660558678
Plan Effective Date2007-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo)

Year Plans Participants Total Assets
2022 1 366 $2M
2023 1 370 $2M
2024 1 471 $2M

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo)?
As of the 2024 Form 5500 filing, Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) holds $2M in total assets with 471 participants. It is sponsored by Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo.
What type of plan is Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo)?
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) is a 401(k) plan. It has been effective since 2007-05-01. The plan is filed with the U.S. Department of Labor under EIN 660558678.
Who sponsors the Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo)?
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) is sponsored by Southwest Health Corporation (Hospi Tal San German, Cabo Rojo, Arecibo, located in Puerto Rico. The sponsor's EIN is 660558678 and the plan operates in the Healthcare & Social Assistance industry.
How did Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) perform in 2024?
Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) grew by 4.2% during 2024, moving from $2M to $2M in total assets. Net income was $96K.
Where can I find official filings for Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo)?
Official Form 5500 filings for Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660558678 or plan name at efast.dol.gov.
How does Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) compare to other plans?
You can compare Southwest Health Corporation (Hospital Metropolitano San German, Cabo Rojo Y Arecibo) against other 401(k) plans on the plan type page, or view plans in Puerto Rico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 660558678.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.