Profit Sharing · DOL Form 5500 · 2022

Southlake Orthopaedics Sports Medicine & Spine Center, P.C. Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
148
Participants Small participant base
71st
Percentile by assets National rank
$93,188
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan · Sponsored by Southlake Orthopaedics Sports Medicine & Spine Center, P.C. · Alabama · Healthcare & Social Assistance

$14M in assets, 148 participants

Southlake Orthopaedics Sports Medicine & Spine Center, P.C.'s Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan reported $14M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,201 in Healthcare & Social Assistance (20,060 peers)

Coverage in Alabama

Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan covers 148 participants in Alabama, about 41% of the average Alabama filer (state average ~360 per filing). Assets: $14M.

#15,201
in Healthcare & Social Assistance (20,060 peers)
-4.4%
assets change YoY

The plan reported a net loss of $629K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan's outsized position by total assets

Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan vs every filed plan by assets

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

$13,791,811 Top 29% higher than 71% 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

Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing 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. Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan sits mid-pack in the medium band (148 participants).

Form 5500 schedule snapshot

Filing strip 721353855 · Southlake Orthopaedics Sports Medicine & Spine Center, P.C. PY 2022 · Profit Sharing

Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan · $14M · 148 · 71st

  • BOY $14M
  • BOY 148
  • BOY 71st
  • BOY Profit Sharing
  • BOY near Carti Retirement Plan
  • BOY ind #15201

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 →

Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan in the asset neighbourhood

Florida Health Care Plan, Inc. 403(b) PlanFlorida Health Care Plan, In…$14MJoseph, Greenwald & Laake, P.a. Retirement PlanJoseph, Greenwald & Laake, P…$14MSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing PlanSouthlake Orthopaedics Sport…$14MCarti Retirement Plan$14MImaging Subspecialists of North Jersey, LLC Retirement PlanImaging Subspecialists of No…$14M
End-of-year total assets ($M) among Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$629K
Employer EIN721353855
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southlake Orthopaedics Sports Medicine & Spine Center, P.C.)

Sponsor-wide plan assets over time

All Southlake Orthopaedics Sports Medicine & Spine Center, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.53645050675361% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.8M $16.1M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 148 $14M
2023 1 103 $15M
2024 2 105 $16M

Nearby Profit Sharing Plans in Alabama

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

Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 10203040 Total assets ($M) Participants Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 13.791811 · Participants: 148Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 37.57775 · Participants: 2454The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 27.274054 · Participants: 41Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 21.937645 · Participants: 14Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 20.397344 · Participants: 362Auto Investment, Inc. 401(k) PlanAerie Aerospace 401(k) Profit Sharing Plan, Total assets ($M): 16.433569 · Participants: 246Aerie Aerospace 401(k) Profit Sharing Plan
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan side-by-side with 3 peers →

Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Carti Retirement Plan in AR ($14M); by covered participants it is Eskridge Auto Group Profit Sharing Plan in OK (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan assets move in 2022? ▼
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan edged down modestly - down 4.4% during 2022, from $14M to $14M. Reported net income was -$629K.
How have Southlake Orthopaedics Sports Medicine & Spine Center, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southlake Orthopaedics Sports Medicine & Spine Center, P.C.'s sponsor-wide assets grew 16.5%, from $14M to $16M.
Which Profit Sharing plans are similar in size to Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Carti Retirement Plan in AR ($14M, 351 participants).
Which Profit Sharing plans cover a similar participant headcount to Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Eskridge Auto Group Profit Sharing Plan in OK (148 participants, $22M 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 721353855.

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.