401(k) · DOL Form 5500 · 2022

South Lake Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
111
Participants Small participant base
72nd
Percentile by assets National rank
$134,325
Avg per participant Near avg balance/head
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Official DOL plan name: South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan · Sponsored by South Lake Clinic, P.a. · Minnesota · Healthcare & Social Assistance

$15M in assets, 111 participants

South Lake Clinic, P.a.'s South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan reported $15M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,430 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan covers 111 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#15,430
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan's outsized position by total assets

South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan vs every filed plan by assets

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

$14,910,093 Top 28% higher than 72% 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

South Lake Clinic, P. a. Employees' Profit Sharing Plus 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. South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan sits mid-pack in the medium band (111 participants).

Form 5500 schedule snapshot

Filing strip 411240834 · South Lake Clinic, P.a. PY 2022 · 401(k)

South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan · $15M · 111 · 72nd

  • PHOTO $15M
  • PHOTO 111
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Commercial Creamery Company 401(k) Plan
  • PHOTO ind #15430

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 →

South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan in the asset neighbourhood

South Lake Clinic, P. a. Employees' Profit Sharing Plus PlanSouth Lake Clinic, P. a. Emp…$15MCommercial Creamery Company 401(k) PlanCommercial Creamery Company …$15MChatham Orthopaedic Associates, P.a. Retirement PlanChatham Orthopaedic Associat…$15MCrenshaw Lumber Co., Inc. Profit Sharing PlanCrenshaw Lumber Co., Inc. Pr…$15MMoyer & Son, Inc. 401(k) Plan$15M
End-of-year total assets ($M) among South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN411240834
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Lake Clinic, P.a.)

Sponsor-wide plan assets over time

All South Lake Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 38.44601774113683% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.9M $20.6M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 111 $15M
2023 1 117 $18M
2024 1 117 $21M

Nearby 401(k) Plans in Minnesota

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

South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan, Total assets ($B): 0.014910093 · Participants: 111South Lake Clinic, P. a. Employees' Profit Sharing Plus 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
South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan side-by-side with 3 peers →

South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Commercial Creamery Company 401(k) Plan in WA ($15M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan assets move in 2022? ▼
South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan pulled back noticeably - down 14.7% during 2022, from $17M to $15M. Reported net income was -$3M.
How have South Lake Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Lake Clinic, P.a.'s sponsor-wide assets grew 38.4%, from $15M to $21M.
Which 401(k) plans are similar in size to South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commercial Creamery Company 401(k) Plan in WA ($15M, 139 participants).
Which 401(k) plans cover a similar participant headcount to South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 411240834.

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.