401(k) · DOL Form 5500 · 2022

Southview Senior Living Management, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
422
Participants Below avg headcount
64th
Percentile by assets National rank
$22,990
Avg per participant Low balance/head
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Official DOL plan name: Southview Senior Communities 401(k) Plan · Sponsored by Southview Senior Living Management, LLC · Minnesota · Healthcare & Social Assistance

$10M in assets, 422 participants

Southview Senior Living Management, LLC's Southview Senior Communities 401(k) Plan reported $10M in total assets and 422 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,982 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Southview Senior Communities 401(k) Plan covers 422 participants in Minnesota, about 37% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#13,982
in Healthcare & Social Assistance (20,060 peers)
-19.7%
assets change YoY

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.

Southview Senior Communities 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southview Senior Communities 401(k) Plan vs every filed plan by assets

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

$9,701,783 Top 36% higher than 64% 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 Senior Communities 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 Senior Communities 401(k) Plan sits mid-pack in the medium band (422 participants).

Published 5500 schedule card

Filing strip 261942031 · Southview Senior Living Management, LLC PY 2022 · 401(k)

Southview Senior Communities 401(k) Plan · $10M · 422 · 64th

  • EOY $10M
  • EOY 422
  • EOY 64th
  • EOY 401(k)
  • EOY near Regent Bank 401(k) Plan
  • EOY ind #13982

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 Minnesota →

Southview Senior Communities 401(k) Plan in the asset neighbourhood

Southview Senior Communities 401(k) PlanSouthview Senior Communities…$10MRegent Bank 401(k) Plan$10MMinnieland 401(k) Plan$10MThe Central Orthopedic Group, LLP 401(k) Profit Sharing PlanThe Central Orthopedic Group…$10MDupage Neonatology Associates, Sc Profit Sharing PlanDupage Neonatology Associate…$10M
End-of-year total assets ($M) among Southview Senior Communities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN261942031
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southview Senior Living Management, LLC)

Sponsor-wide plan assets over time

All Southview Senior Living Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 46.22496710140806% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.7M $14.2M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 422 $10M
2023 1 455 $13M
2024 1 466 $14M

Nearby 401(k) Plans in Minnesota

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

Southview Senior Communities 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Southview Senior Communities 401(k) Plan, Total assets ($B): 0.009701783 · Participants: 422Southview Senior Communities 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Southview Senior Communities 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Southview Senior Communities 401(k) Plan side-by-side with 3 peers →

Southview Senior Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Regent Bank 401(k) Plan in OK ($10M); by covered participants it is Nautilus, Inc. 401(k) Savings Plan in WA (422 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (422 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 Senior Communities 401(k) Plan assets move in 2022? ▼
Southview Senior Communities 401(k) Plan declined sharply - down 19.7% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Southview Senior Living Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southview Senior Living Management, LLC's sponsor-wide assets grew 46.2%, from $10M to $14M.
Which 401(k) plans are similar in size to Southview Senior Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regent Bank 401(k) Plan in OK ($10M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Southview Senior Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nautilus, Inc. 401(k) Savings Plan in WA (422 participants, $54M 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 261942031.

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.