401(k) · DOL Form 5500 · 2022

Southpoint Surgery Center, LLC 401(k) Plan

Data updated 2026-08-25

$900K
Total assets Small plan by assets
46
Participants Small participant base
24th
Percentile by assets National rank
$19,563
Avg per participant Low balance/head
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Official DOL plan name: Southpoint Employees 401(k) Plan and Trust · Sponsored by Southpoint Surgery Center, LLC · Florida · Healthcare & Social Assistance

$900K in assets, 46 participants

Southpoint Surgery Center, LLC's Southpoint Employees 401(k) Plan and Trust reported $900K in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,151 in Healthcare & Social Assistance (20,060 peers)

Southpoint Surgery Center, LLC multi-year trail

Southpoint Surgery Center, LLC's plans moved +30.3% in assets from 2022 to 2024; this filing shows Southpoint Employees 401(k) Plan and Trust at $900K / 46 participants.

#4,151
in Healthcare & Social Assistance (20,060 peers)
-19.0%
assets change YoY

The plan reported a net loss of $211K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southpoint Employees 401(k) Plan and Trust among the smaller filed plans by assets

Southpoint Employees 401(k) Plan and Trust vs every filed plan by assets

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

$899,898 24th percentile higher than 24% 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

Southpoint Employees 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southpoint Employees 401(k) Plan and Trust is a small filing (46 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 203579196 · Southpoint Surgery Center, LLC PY 2022 · 401(k)

Southpoint Employees 401(k) Plan and Trust · $900K · 46 · 24th

  • VS-ST $900K
  • VS-ST 46
  • VS-ST 24th
  • VS-ST 401(k)
  • VS-ST near Dn Holdings, Inc. 401(k) Plan
  • VS-ST ind #4151

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 Florida →

Southpoint Employees 401(k) Plan and Trust in the asset neighbourhood

Southpoint Employees 401(k) Plan and TrustSouthpoint Employees 401(k) …$900KDn Holdings, Inc. 401(k) Plan$900KBergeson-Boese & Associates, Inc. 401(k) PlanBergeson-Boese & Associates,…$900KBuena Vista Healthcare 401(k) PlanBuena Vista Healthcare 401(k…$900KNow and Zen, Inc 401(k) Plan$900K
End-of-year total assets ($M) among Southpoint Employees 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southpoint Surgery Center, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southpoint Surgery Center, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.26342985538361% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.9M $1.17M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 46 $900K
2023 1 49 $1M
2024 1 54 $1M

Southpoint Surgery Center, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$900K
Net Income-$211K
Employer EIN203579196
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Southpoint Employees 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Southpoint Employees 401(k) Plan and Trust, Total assets ($B): 0.000899898 · Participants: 46Southpoint Employees 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Southpoint Employees 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southpoint Employees 401(k) Plan and Trust side-by-side with 3 peers →

Southpoint Employees 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dn Holdings, Inc. 401(k) Plan in WA ($900K); by covered participants it is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($900K here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Southpoint Employees 401(k) Plan and Trust assets move in 2022? ▼
Southpoint Employees 401(k) Plan and Trust declined sharply - down 19.0% during 2022, from $1M to $900K. Reported net income was -$211K.
How have Southpoint Surgery Center, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southpoint Surgery Center, LLC's sponsor-wide assets grew 30.3%, from $900K to $1M.
Where does Southpoint Employees 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Southpoint Employees 401(k) Plan and Trust ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Southpoint Employees 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dn Holdings, Inc. 401(k) Plan in WA ($900K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Southpoint Employees 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants, $2M 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 203579196.

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.