Southwest Community Health System pension plans

Southwest Community Health System, Middleburg Heights, OH. EIN 34-1455141. Annual reports 2009–2024.

Southwest Community Health System has 2 active retirement plans on file. The largest is the Southwest Matching Defined Contribution Retirement Plan, with 3,370 participants and $247 million in assets in 2024. Principal has been its recordkeeper since 2009.

Active plans: 2
Participants: 5,063
Plan assets: $350 million
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Southwest Matching Defined Contribution Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 34-1455141
Participants (2024): 3,370
Net assets (2024): $247 million
Recordkeeper: Principal2009–2024
Plan administrator: Southwest Community Health System
18697 Bagley RD
Middleburg Heights, OH 44130
(440) 816-8025As filed for 2024
In effect since: July 1, 2002

Earlier plan names: Southwest Matching Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,370	$247 million	Principal
2023	3,384	$222 million	Principal
2022	3,427	$189 million	Principal
2021	3,287	$220 million	Principal
2020	3,188	$186 million	Principal
2019	3,176	$158 million	Principal
2018	3,096	$124 million	Principal
2017	3,024	$122 million	Principal
2016	2,918	$97.2 million	Principal
2015	2,838	$85.8 million	Principal
2014	2,892	$81.6 million	Principal
2013	2,862	$72.5 million	Principal
2012	2,763	$54.5 million	Principal
2011	2,761	$41.4 million	Principal
2010	2,817	$36.1 million	Principal
2009	2,899	$26.2 million	Principal

Southwest Retirement and Cash Balance Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 34-1455141
Participants (2024): 1,693
Net assets (2024): $103 million
Plan administrator: Southwest General Health Center
18697 Bagley Road
Middleburg Heights, OH 44130
(440) 816-8028As filed for 2024
In effect since: August 1, 1954

Earlier plan names: Southwest Retirement & Cash Balance Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,693	$103 million	not listed
2023	1,724	$106 million	not listed
2022	1,750	$100 million	not listed
2021	1,803	$121 million	not listed
2020	2,107	$142 million	not listed
2019	2,170	$129 million	not listed
2018	2,741	$126 million	not listed
2017	2,800	$130 million	not listed
2016	2,904	$117 million	not listed
2015	3,039	$111 million	not listed
2014	3,489	$122 million	not listed
2013	3,374	$119 million	not listed
2012	3,253	$101 million	not listed
2011	3,293	$88.5 million	not listed
2010	3,213	$85.3 million	not listed
2009	3,081	$74.9 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Southwest Matching Defined Contribution Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((440) 816-8025). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Southwest Matching Defined Contribution Retirement Plan

Southwest Retirement and Cash Balance Plan

If you had money in one of these plans

What these numbers are

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