401(k) · DOL Form 5500 · 2022

Southern Orthopedic Associates Sc 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
130
Participants Small participant base
83rd
Percentile by assets National rank
$234,379
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Orthopedic Associates 401(k) Profit Sharing Plan · Sponsored by Southern Orthopedic Associates Sc · Illinois · Healthcare & Social Assistance

$30M in assets, 130 participants

Southern Orthopedic Associates Sc's Southern Orthopedic Associates 401(k) Profit Sharing Plan reported $30M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,185 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Southern Orthopedic Associates 401(k) Profit Sharing Plan covers 130 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $30M.

#17,185
in Healthcare & Social Assistance (20,060 peers)
-27.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Orthopedic Associates 401(k) Profit Sharing Plan's outsized position by total assets

Southern Orthopedic Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,469,248 Top 17% higher than 83% 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

Southern Orthopedic Associates 401(k) 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. Southern Orthopedic Associates 401(k) Profit Sharing Plan sits mid-pack in the medium band (130 participants).

Published 5500 schedule card

Filing strip 371395805 · Southern Orthopedic Associates Sc PY 2022 · 401(k)

Southern Orthopedic Associates 401(k) Profit Sharing Plan · $30M · 130 · 83rd

  • PCT $30M
  • EIN 130
  • RANK 83rd
  • PHOTO 401(k)
  • IND near Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan
  • EOY ind #17185

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 Illinois →

Southern Orthopedic Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Southern Orthopedic Associates 401(k) Profit Sharing PlanSouthern Orthopedic Associat…$30MBridger Orthopedics & Sports Medicine, P.C. Profit Sharing PlanBridger Orthopedics & Sports…$30MHanna Steel Corporation Profit Sharing PlanHanna Steel Corporation Prof…$30MIndependence Energy Management, LLC 401(k) PlanIndependence Energy Manageme…$30MCanfield Scientific, Inc. Profit Sharing 401(k) PlanCanfield Scientific, Inc. Pr…$30M
End-of-year total assets ($M) among Southern Orthopedic Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$30M
Net Income-$11M
Employer EIN371395805
Plan Effective Date1979-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Orthopedic Associates Sc)

Sponsor-wide plan assets over time

All Southern Orthopedic Associates Sc plans reported in each filing year

Latest sponsor-wide plan assets
$22M 26.702894013006162% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $30.5M $22.3M ▼ -26.7%
Year Plans Participants Total Assets
2022 1 130 $30M
2023 1 127 $23M
2024 1 114 $22M

Nearby 401(k) Plans in Illinois

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

Southern Orthopedic Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Southern Orthopedic Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.030469248 · Participants: 130Southern Orthopedic Associates 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Southern Orthopedic Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Southern Orthopedic Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southern Orthopedic Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan in MT ($30M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Southern Orthopedic Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
Southern Orthopedic Associates 401(k) Profit Sharing Plan declined sharply - down 27.2% during 2022, from $42M to $30M. Reported net income was -$11M.
How have Southern Orthopedic Associates Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Orthopedic Associates Sc's sponsor-wide assets declined 26.7%, from $30M to $22M.
Where does Southern Orthopedic Associates 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southern Orthopedic Associates 401(k) Profit Sharing Plan ranks in the 83rd 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 Southern Orthopedic Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan in MT ($30M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Southern Orthopedic Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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 371395805.

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.