401(k) · DOL Form 5500 · 2022

The Surgery Center at Southwoods, LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
832
Participants Near avg headcount
86th
Percentile by assets National rank
$50,371
Avg per participant Low balance/head
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Official DOL plan name: Southwoods Health 401(k) Plan · Sponsored by The Surgery Center at Southwoods, LLC · Ohio · Healthcare & Social Assistance

$42M in assets, 832 participants

The Surgery Center at Southwoods, LLC's Southwoods Health 401(k) Plan reported $42M in total assets and 832 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.

  • #17,770 in Healthcare & Social Assistance (20,060 peers)

Where Southwoods Health 401(k) Plan sits by assets

Southwoods Health 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 832 participants (~$50,371/participant), down 9.8% in 2022.

#17,770
in Healthcare & Social Assistance (20,060 peers)
-9.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwoods Health 401(k) Plan's outsized position by total assets

Southwoods Health 401(k) Plan vs every filed plan by assets

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

$41,908,288 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

Southwoods Health 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. Southwoods Health 401(k) Plan sits mid-pack in the medium band (832 participants).

EBSA filing schedule strip

Filing strip 421562638 · The Surgery Center at Southwoods, LLC PY 2022 · 401(k)

Southwoods Health 401(k) Plan · $42M · 832 · 86th

  • VS-ST $42M
  • BOY 832
  • SCH 86th
  • EBSA 401(k)
  • PART near Astria Health 401(k) Plan
  • TYPE ind #17770

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 Ohio →

Southwoods Health 401(k) Plan in the asset neighbourhood

Prime Controls, L.P. 401(k) Profit Sharing PlanPrime Controls, L.P. 401(k) …$42MSouthwoods Health 401(k) Plan$42MAstria Health 401(k) Plan$42MGroup One Trading, L.P. Retirement PlanGroup One Trading, L.P. Reti…$42MAvenue5 Residential, LLC Employee Savings PlanAvenue5 Residential, LLC Emp…$42M
End-of-year total assets ($M) among Southwoods Health 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)$46M
Net Assets (End of Year)$42M
Net Income-$5M
Employer EIN421562638
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Surgery Center at Southwoods, LLC)

Sponsor-wide plan assets over time

All The Surgery Center at Southwoods, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 41.11684781778726% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $41.9M $59.1M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 832 $42M
2023 1 906 $53M
2024 1 1,081 $59M

Nearby 401(k) Plans in Ohio

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

Southwoods Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Southwoods Health 401(k) Plan, Total assets ($B): 0.041908288 · Participants: 832Southwoods Health 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Southwoods Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Southwoods Health 401(k) Plan side-by-side with 3 peers →

Southwoods Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Astria Health 401(k) Plan in WA ($42M); by covered participants it is Belgioioso Cheese, Inc. 401(k) Profit Sharing Plan in WI (832 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (832 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 Southwoods Health 401(k) Plan assets move in 2022? ▼
Southwoods Health 401(k) Plan pulled back noticeably - down 9.8% during 2022, from $46M to $42M. Reported net income was -$5M.
How have The Surgery Center at Southwoods, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Surgery Center at Southwoods, LLC's sponsor-wide assets grew 41.1%, from $42M to $59M.
Where does Southwoods Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Southwoods Health 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 Southwoods Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astria Health 401(k) Plan in WA ($42M, 744 participants).
Which 401(k) plans cover a similar participant headcount to Southwoods Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belgioioso Cheese, Inc. 401(k) Profit Sharing Plan in WI (832 participants, $125M 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 421562638.

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.