401(k) · DOL Form 5500 · 2022

Southview Medical Group, P.C. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
204
Participants Below avg headcount
86th
Percentile by assets National rank
$201,220
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southview Medical Group, P. C. 401(k) Plan · Sponsored by Southview Medical Group, P.C. · Alabama · Healthcare & Social Assistance

$41M in assets, 204 participants

Southview Medical Group, P.C.'s Southview Medical Group, P. C. 401(k) Plan reported $41M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,736 in Healthcare & Social Assistance (20,060 peers)

Where Southview Medical Group, P. C. 401(k) Plan sits by assets

Southview Medical Group, P. C. 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 204 participants (~$201,220/participant), down 16.2% in 2022.

#17,736
in Healthcare & Social Assistance (20,060 peers)
-16.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southview Medical Group, P. C. 401(k) Plan's outsized position by total assets

Southview Medical Group, P. C. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$41,048,865 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Southview Medical Group, P. C. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southview Medical Group, P. C. 401(k) Plan sits mid-pack in the medium band (204 participants).

Form 5500 schedule snapshot

Filing strip 631185612 · Southview Medical Group, P.C. PY 2022 · 401(k)

Southview Medical Group, P. C. 401(k) Plan · $41M · 204 · 86th

  • TYPE $41M
  • NET 204
  • BOOK 86th
  • VS-ST 401(k)
  • BOY near Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan
  • SCH ind #17736

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Southview Medical Group, P. C. 401(k) Plan in the asset neighbourhood

Southview Medical Group, P. C. 401(k) PlanSouthview Medical Group, P. …$41MKeiter, Stephens, Hurst, Gary & Shreaves 401(k) PlanKeiter, Stephens, Hurst, Gar…$41MPhillips Edison & Co. 401(k) Savings PlanPhillips Edison & Co. 401(k)…$41MRichardson Electronics, Ltd. Employees Profit Sharing Plan and Trust AgreementRichardson Electronics, Ltd.…$41MRiverbend Industries Inc. Employees 401(k) Retirement PlanRiverbend Industries Inc. Em…$41M
End-of-year total assets ($M) among Southview Medical Group, P. C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$41M
Net Income-$8M
Employer EIN631185612
Plan Effective Date1966-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Southview Medical Group, P.C.)

Sponsor-wide plan assets over time

All Southview Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 28.796187178378744% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $41.1M $52.9M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 204 $41M
2023 1 207 $50M
2024 1 324 $53M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southview Medical Group, P. C. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Southview Medical Group, P. C. 401(k) Plan, Total assets ($B): 0.041048865 · Participants: 204Southview Medical Group, P. C. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Southview Medical Group, P. C. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Southview Medical Group, P. C. 401(k) Plan side-by-side with 3 peers →

Southview Medical Group, P. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan in VA ($41M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southview Medical Group, P. C. 401(k) Plan assets move in 2022? ▼
Southview Medical Group, P. C. 401(k) Plan declined sharply - down 16.2% during 2022, from $49M to $41M. Reported net income was -$8M.
How have Southview Medical Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southview Medical Group, P.C.'s sponsor-wide assets grew 28.8%, from $41M to $53M.
Where does Southview Medical Group, P. C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Southview Medical Group, P. C. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southview Medical Group, P. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keiter, Stephens, Hurst, Gary & Shreaves 401(k) Plan in VA ($41M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Southview Medical Group, P. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (204 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 631185612.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.