Southwestern Healthcare, Inc. 401(k) Plan: Login, Facts & Contact Information

Southwestern Healthcare, Inc. 401(k) Plan Facts

Plan name
SOUTHWESTERN HEALTHCARE, INC. RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOUTHWESTERN HEALTHCARE, INC.
Participants
665 (398 active employees)
Former employees with a balance
369
Plan assets
$23,053,157 at Dec 31, 2024
Average account balance
$29,900 across 771 accounts
Employer contributions
$657,003 in plan year 2024 (31% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1979
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.15 million went into the plan in contributions, $657,003 of it from the employer (31%).
  • $3.25 million was paid out to participants.
  • Investment and other income added $3.15 million.
  • Administrative expenses were $112,020, about $145 per account.

How the Southwestern Healthcare, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019486$19.4 million$516,290$2.82 million
2020491$23.1 million$601,699$1.19 million
2021492$25.7 million$587,036$2.98 million
2022510$18.1 million$642,555$5.19 million
2023540$21.1 million$644,714$2.14 million
2024665$23.1 million$657,003$3.25 million

Southwestern Healthcare, Inc. 401(k) Contact Information

Phone
812-436-4227
Mailing address
415 MULBERRY ST, EVANSVILLE IN 477131230
Plan sponsor
SOUTHWESTERN HEALTHCARE, INC.
Employer identification number (EIN)
26-1503650
Plan number
002

Questions about the Southwestern Healthcare, Inc. 401(k)

Does Southwestern Healthcare, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $657,003, 31% of all contributions.

Does the Southwestern Healthcare, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Southwestern Healthcare, Inc 401(k) plan?

665 participants at the start of plan year 2024, 398 of them active employees, and 369 former employees who still had money in the plan.

What is the average 401(k) balance at Southwestern Healthcare, Inc?

About $29,900 per account: $23.1 million in plan assets across 771 accounts with a balance at the end of plan year 2024.

Who manages the Southwestern Healthcare, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Southwestern Healthcare, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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