Southwest Behavioral Health Services 403(b) match, vesting and fees
What Southwest Behavioral Health Services' 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| Southwest Behavioral Health Services: employer contribution per participant | $1,218 | |
| Peer median | $1,775 |
| Southwest Behavioral Health Services: average balance | $44,463 | |
| Peer median | $48,211 |
| Southwest Behavioral Health Services: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $14.6M at the end of plan year 2021 to $25.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,168 | $25.4M | $697K | $1,218 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 1,407 | $23.1M | $680K | $1,138 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 1,434 | $17.6M | $628K | $1,077 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 1,690 | $14.6M | $541K | $865 | 0.42% | Not published | Form 5500 ↗ |
Common questions
Does Southwest Behavioral Health Services match 401(k) contributions?
The match terms for the Southwest Behavioral Health Services, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $697K in employer contributions, about $1,218 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southwest Behavioral Health Services 401(k) match vested?
The vesting schedule for the Southwest Behavioral Health Services, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southwest Behavioral Health Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Southwest Behavioral Health Services, Inc..
I left Southwest Behavioral Health Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southwest Behavioral Health Services, Inc., (602) 285-4231) or the recordkeeper, Principal Life Insurance Company. The Southwest Behavioral Health Services old 401(k) page lists the contacts from every plan filing. Find an old Southwest Behavioral Health Services 401(k)
Data from the public Form 5500 annual reports Southwest Behavioral Health Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Southwest Behavioral Health Services. Not financial advice. Report a correction · Methodology