401(k) · DOL Form 5500 · 2023

Southlake Neurology & Neurophysiology Clinic LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
26th
Percentile by assets National rank
$103,360
Avg per participant Below avg balance/head
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Official DOL plan name: Southlake Neurology 401(k) Plan · Sponsored by Southlake Neurology & Neurophysiology Clinic LLC · Texas · Other Services

$1M in assets, 13 participants

Southlake Neurology & Neurophysiology Clinic LLC's Southlake Neurology 401(k) Plan reported $1M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,022 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Southlake Neurology 401(k) Plan ranks #4,022 of 7,857 2023 filers by assets (1494% of the sector average)-$1M for 13 participants.

#4,022
in Other Services (7,857 peers)
+25.5%
assets growth YoY

Southlake Neurology 401(k) Plan among the smaller filed plans by assets

Southlake Neurology 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,343,680 26th percentile higher than 26% of 127,068 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 2023

Southlake Neurology 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southlake Neurology 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southlake Neurology 401(k) Plan reported net income rose from -$156K in the plan year 2022 filing to $273K in the plan year 2023 filing.
  • Southlake Neurology 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southlake Neurology 401(k) Plan reported participants rose from 11 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205689289 · Southlake Neurology & Neurophysiology Clinic LLC PY 2023 · 401(k)

Southlake Neurology 401(k) Plan · $1M · 13 · 26th

  • BOOK $1M
  • VS-ST 13
  • BOY 26th
  • SCH 401(k)
  • EBSA near Elite Sales, Inc. 401(k) Profit Sharing Plan and Trust
  • PART ind #4022

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 Other Services retirement plans → · Plans in Texas →

Southlake Neurology 401(k) Plan in the asset neighbourhood

Southlake Neurology 401(k) PlanSouthlake Neurology 401(k) P…$1MElite Sales, Inc. 401(k) Profit Sharing Plan and TrustElite Sales, Inc. 401(k) Pro…$1MRescue Incorporated 401(k) PlanRescue Incorporated 401(k) P…$1MHelene C Freeman, Md, PC Profit Sharing PlanHelene C Freeman, Md, PC Pro…$1MAms Group 401(k) Plan$1M
End-of-year total assets ($M) among Southlake Neurology 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$273K
Employer EIN205689289
Plan Effective Date2009-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southlake Neurology & Neurophysiology Clinic LLC)

Sponsor-wide plan assets over time

All Southlake Neurology & Neurophysiology Clinic LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.417169550761024% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.07M $1.55M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 13 $1M
2024 1 13 $2M

Nearby 401(k) Plans in Texas

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

Southlake Neurology 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southlake Neurology 401(k) Plan, Total assets ($B): 0.00134368 · Participants: 13Southlake Neurology 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Southlake Neurology 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southlake Neurology 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Elite Sales, Inc. 401(k) Profit Sharing Plan and Trust in FL ($1M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southlake Neurology 401(k) Plan assets move in 2023? ▼
Southlake Neurology 401(k) Plan grew sharply - up 25.5% during 2023, from $1M to $1M. Reported net income was $273K.
How have Southlake Neurology & Neurophysiology Clinic LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southlake Neurology & Neurophysiology Clinic LLC's sponsor-wide assets grew 44.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Southlake Neurology 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elite Sales, Inc. 401(k) Profit Sharing Plan and Trust in FL ($1M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Southlake Neurology 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205689289.

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.