Retirement plan

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY PLAN

Name: SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. - SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY PLAN (2025) Form 5500
Creator: SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY PLAN, SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC.

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC.EIN 25-1810162Plan #001PY 2025

2520 NEW BUTLER RD - NEW CASTLE, PA 161013225724-657-3470LinkedIn11-50 employeesmental health care

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$5.7M

+6.3% from 2024

Total participants

+3.4% from 2024

Average account balance

$191,030

+2.7% from 2024

Annual return

10.47%

+0.46 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.73M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$191K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

130.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$305K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$17728

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2M2S2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$532K

$23124 / participant

Other / not subdivided$532K100.0%

% of EOY assets

9.280%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$191,030

$70,366+171.5%

$66,674+186.5%

$138,895+37.5%

Participation rate

100.0%

76.2%+23.8pp

73.7%+26.3pp

79.9%+20.1pp

Annual return

10.47%

386.41%-375.9pp

321.24%-310.8pp

145.39%-134.9pp

Employer contribution / active EE

$6,064

$2,765+119.3%

$2,620+131.5%

$4,194+44.6%

Participant deferral / active EE

$7,207

$4,374+64.8%

$4,084+76.5%

$6,396+12.7%

Admin fee / account holder

$17,728

$5,262+236.9%

$5,098+247.7%

$12,562+41.1%

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion