401(k) · DOL Form 5500 · 2022

Southeast Orthopedic Specialists, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
110
Participants Small participant base
74th
Percentile by assets National rank
$151,535
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southeast Orthopedic Specialists 401(k) Plan and Trust · Sponsored by Southeast Orthopedic Specialists, Inc. · Florida · Healthcare & Social Assistance

$17M in assets, 110 participants

Southeast Orthopedic Specialists, Inc.'s Southeast Orthopedic Specialists 401(k) Plan and Trust reported $17M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,765 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Southeast Orthopedic Specialists 401(k) Plan and Trust covers 110 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#15,765
in Healthcare & Social Assistance (20,060 peers)
-4.3%
assets change YoY

The plan reported a net loss of $747K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southeast Orthopedic Specialists 401(k) Plan and Trust's outsized position by total assets

Southeast Orthopedic Specialists 401(k) Plan and Trust vs every filed plan by assets

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

$16,668,805 Top 26% higher than 74% 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

Southeast Orthopedic Specialists 401(k) Plan and Trust 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. Southeast Orthopedic Specialists 401(k) Plan and Trust sits mid-pack in the medium band (110 participants).

Published 5500 schedule card

Filing strip 593696338 · Southeast Orthopedic Specialists, Inc. PY 2022 · 401(k)

Southeast Orthopedic Specialists 401(k) Plan and Trust · $17M · 110 · 74th

  • TYPE $17M
  • TYPE 110
  • TYPE 74th
  • TYPE 401(k)
  • TYPE near Willowwood Global, LLC Profit Sharing Plan
  • TYPE ind #15765

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 Florida →

Southeast Orthopedic Specialists 401(k) Plan and Trust in the asset neighbourhood

Southeast Orthopedic Specialists 401(k) Plan and TrustSoutheast Orthopedic Special…$17MWillowwood Global, LLC Profit Sharing PlanWillowwood Global, LLC Profi…$17MUnidosus Retirement & Employee Savings PlanUnidosus Retirement & Employ…$17MSellars Absorbent Materials 401(k) Profit Sharing PlanSellars Absorbent Materials …$17MMorling & Company 401(k) Plan$17M
End-of-year total assets ($M) among Southeast Orthopedic Specialists 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income-$747K
Employer EIN593696338
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Orthopedic Specialists, Inc.)

Sponsor-wide plan assets over time

All Southeast Orthopedic Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 52.361420029810176% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.7M $25.4M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 110 $17M
2023 1 108 $21M
2024 1 128 $25M

Nearby 401(k) Plans in Florida

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

Southeast Orthopedic Specialists 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Southeast Orthopedic Specialists 401(k) Plan and Trust, Total assets ($B): 0.016668805 · Participants: 110Southeast Orthopedic Specialists 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Southeast Orthopedic Specialists 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southeast Orthopedic Specialists 401(k) Plan and Trust side-by-side with 3 peers →

Southeast Orthopedic Specialists 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Willowwood Global, LLC Profit Sharing Plan in OH ($17M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Southeast Orthopedic Specialists 401(k) Plan and Trust assets move in 2022? ▼
Southeast Orthopedic Specialists 401(k) Plan and Trust edged down modestly - down 4.3% during 2022, from $17M to $17M. Reported net income was -$747K.
How have Southeast Orthopedic Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Orthopedic Specialists, Inc.'s sponsor-wide assets grew 52.4%, from $17M to $25M.
Which 401(k) plans are similar in size to Southeast Orthopedic Specialists 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Willowwood Global, LLC Profit Sharing Plan in OH ($17M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Orthopedic Specialists 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 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 593696338.

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.