401(k) · DOL Form 5500 · 2022

Southlake Specialty Hosp LLP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
166
Participants Small participant base
70th
Percentile by assets National rank
$77,479
Avg per participant Below avg balance/head
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Official DOL plan name: Southlake Specialty Hospital LLC 401(k) Plan · Sponsored by Southlake Specialty Hosp LLP · Texas · Healthcare & Social Assistance

$13M in assets, 166 participants

Southlake Specialty Hosp LLP's Southlake Specialty Hospital LLC 401(k) Plan reported $13M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,985 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Southlake Specialty Hospital LLC 401(k) Plan covers 166 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#14,985
in Healthcare & Social Assistance (20,060 peers)
-20.6%
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.

Southlake Specialty Hospital LLC 401(k) Plan's outsized position by total assets

Southlake Specialty Hospital LLC 401(k) Plan vs every filed plan by assets

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

$12,861,592 Top 30% higher than 70% 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

Southlake Specialty Hospital LLC 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. Southlake Specialty Hospital LLC 401(k) Plan sits mid-pack in the medium band (166 participants).

Plan-year Form 5500 strip

Filing strip 020555370 · Southlake Specialty Hosp LLP PY 2022 · 401(k)

Southlake Specialty Hospital LLC 401(k) Plan · $13M · 166 · 70th

  • SCH $13M
  • EBSA 166
  • PART 70th
  • TYPE 401(k)
  • NET near T.a. Solberg Co., Inc. 401(k) Plan
  • BOOK ind #14985

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 Texas →

Southlake Specialty Hospital LLC 401(k) Plan in the asset neighbourhood

Southlake Specialty Hospital LLC 401(k) PlanSouthlake Specialty Hospital…$13MT.a. Solberg Co., Inc. 401(k) PlanT.a. Solberg Co., Inc. 401(k…$13MBell Nursery USA LLC 401(k) PlanBell Nursery USA LLC 401(k) …$13MMedflight 401(k) Retirement Savings PlanMedflight 401(k) Retirement …$13MSan Francisco Travel Association Employee 401(k) PlanSan Francisco Travel Associa…$13M
End-of-year total assets ($M) among Southlake Specialty Hospital LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN020555370
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southlake Specialty Hosp LLP)

Sponsor-wide plan assets over time

All Southlake Specialty Hosp LLP plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M 20222023 $12.9M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 166 $13M
2023 1 148 N/A

Nearby 401(k) Plans in Texas

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

Southlake Specialty Hospital LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Southlake Specialty Hospital LLC 401(k) Plan, Total assets ($B): 0.012861592 · Participants: 166Southlake Specialty Hospital LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Southlake Specialty Hospital LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southlake Specialty Hospital LLC 401(k) Plan side-by-side with 3 peers →

Southlake Specialty Hospital LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is T.a. Solberg Co., Inc. 401(k) Plan in WI ($13M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Southlake Specialty Hospital LLC 401(k) Plan assets move in 2022? ▼
Southlake Specialty Hospital LLC 401(k) Plan declined sharply - down 20.6% during 2022, from $16M to $13M. Reported net income was -$3M.
Which 401(k) plans are similar in size to Southlake Specialty Hospital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is T.a. Solberg Co., Inc. 401(k) Plan in WI ($13M, 611 participants).
Which 401(k) plans cover a similar participant headcount to Southlake Specialty Hospital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Client Solution Architects, LLC 401(k) Plan in PA (166 participants, N/A 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 020555370.

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.