401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$41M
Total assets
204
Participants
86th
Percentile by assets
$201,220
Avg per participant
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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.

  • 86th percentile by assets (of 139,126 plans)
  • #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.

$41M
total plan assets (2022 EOY)
204
covered participants
86th
percentile by assets (of 139,126 plans)
$201,220
avg assets per participant

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.

Where Southview Medical Group, P. C. 401(k) Plan sits 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 $2,010,000,000 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

State
Alabama
Industry
Healthcare & Social Assistance

Southview Medical Group, P. C. 401(k) Plan vs the 2022 asset distribution

By assets, Southview Medical Group, P. C. 401(k) Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

$35M$40M$45M$50M$55M 202220232024 $41.1M $52.9M ▲ +28.8%
Total plan assets by year, all Southview Medical Group, P.C. plans on file
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 ($B) Participants Southview Medical Gr…, Total assets ($B): 0.041048865 · Participants: 204Southview Medical Gr…Regions Financial Co…, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Co…Encompass Health Cor…, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Cor…Hexagon Employee Ret…, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Ret…Vulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. I…, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. I…
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) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Southview Medical Group, P. C. 401(k) Plan by total assets, not by location.

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).

Next read for Southview Medical Group, P. C. 401(k) Pl…

Scale reading

Ways to act on Southview Medical Group, P. C. 401(k) Plan's numbers.

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.