Profit Sharing · DOL Form 5500 · 2022

Southern Hematology & Oncology PC Profit Sharing Plan

Data updated 2026-08-11

$7M
Total assets
15
Participants
58th
Percentile by assets
$469,772
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Southern Hematology & Oncology PC Profit Sharing Plan · Sponsored by Southern Hematology & Oncology PC · Alabama · Healthcare & Social Assistance

$7M in assets, 15 participants

Southern Hematology & Oncology PC's Southern Hematology & Oncology PC Profit Sharing Plan reported $7M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 58th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 58th percentile by assets (of 139,126 plans)
  • #12,743 in Healthcare & Social Assistance (20,060 peers)

Southern Hematology & Oncology PC multi-year trail

Southern Hematology & Oncology PC's plans moved +20.5% in assets from 2022 to 2024; this filing shows Southern Hematology & Oncology PC Profit Sharing Plan at $7M / 15 participants.

$7M
total plan assets (2022 EOY)
15
covered participants
58th
percentile by assets (of 139,126 plans)
$469,772
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Hematology & Oncology PC across 3 plan years on file

Across the 3 plan years Southern Hematology & Oncology PC has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $8M, a gain of 20.5%, while reported participants moved from 15 to 14 (-6.7%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($7M).

Southern Hematology & Oncology PC multi-year asset trail

$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.05M $8.49M â–˛ +20.4%
Total plan assets by year, all Southern Hematology & Oncology PC plans on file
Year Plans Participants Total Assets
2022 1 15 $7M
2023 1 14 $8M
2024 1 14 $8M

Southern Hematology & Oncology PC filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN631055248
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Southern Hematology & Oncology PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants

Southern Hematology & Oncology PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 010203040 Total assets ($M) Participants Southern Hematology …The Health Care Auth…Pathology Associates…Radiology Associates…Auto Investment, Inc…Aerie Aerospace 401(…
Southern Hematology & Oncology PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Southern Hematology & Oncology PC Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Southern Hematology & Oncology PC Profit Sharing Plan assets move in 2022?
Southern Hematology & Oncology PC Profit Sharing Plan declined sharply - down 18.8% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Southern Hematology & Oncology PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Hematology & Oncology PC's sponsor-wide assets grew 20.5%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Southern Hematology & Oncology PC Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Able Sales Co. Inc. Savings & Investment Plan in PR ($7M, 196 participants).

Next read for Southern Hematology & Oncology PC Profit…

Multi-year trail

Ways to act on Southern Hematology & Oncology PC Profit Sharing Plan's numbers.