401(k) · DOL Form 5500 · 2022

Sovi Joseph, M.D., P.a. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$527,817
Avg per participant High balance/head
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Official DOL plan name: Sovi Joseph, M.D., P.a. 401(k) Plan · Sponsored by Sovi Joseph, M.D., P.a. · Florida · Healthcare & Social Assistance

$2M in assets, 3 participants

Sovi Joseph, M.D., P.a.'s Sovi Joseph, M.D., P.a. 401(k) Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #6,004 in Healthcare & Social Assistance (20,060 peers)

Sovi Joseph, M.D., P.a. multi-year trail

Sovi Joseph, M.D., P.a.'s plans moved -85.8% in assets from 2022 to 2024; this filing shows Sovi Joseph, M.D., P.a. 401(k) Plan at $2M / 3 participants.

#6,004
in Healthcare & Social Assistance (20,060 peers)
-3.5%
assets change YoY

The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sovi Joseph, M.D., P.a. 401(k) Plan among the smaller filed plans by assets

Sovi Joseph, M.D., P.a. 401(k) Plan vs every filed plan by assets

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

$1,583,452 30th percentile higher than 30% 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

Sovi Joseph, M.D., P.a. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sovi Joseph, M.D., P.a. 401(k) Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 205641739 · Sovi Joseph, M.D., P.a. PY 2022 · 401(k)

Sovi Joseph, M.D., P.a. 401(k) Plan · $2M · 3 · 30th

  • PART $2M
  • PART 3
  • PART 30th
  • PART 401(k)
  • PART near Barry a Cane Profit Sharing 401(k) Plan
  • PART ind #6004

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 →

Sovi Joseph, M.D., P.a. 401(k) Plan in the asset neighbourhood

Sovi Joseph, M.D., P.a. 401(k) PlanSovi Joseph, M.D., P.a. 401(…$2MBarry a Cane Profit Sharing 401(k) PlanBarry a Cane Profit Sharing …$2MAlaffia 401(k) Plan$2MCreating Beautiful Smiles 401(k) Plan and TrustCreating Beautiful Smiles 40…$2MFarcountry Incorporated 401(k) PlanFarcountry Incorporated 401(…$2M
End-of-year total assets ($M) among Sovi Joseph, M.D., P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sovi Joseph, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Sovi Joseph, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$624K 85.80844264853204% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.4M $0.62M ▼ -85.9%
Year Plans Participants Total Assets
2022 2 6 $4M
2023 1 N/A $2M
2024 1 N/A $624K

Sovi Joseph, M.D., P.a. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$57K
Employer EIN205641739
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sovi Joseph, M.D., P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sovi Joseph, M.D., P.a. 401(k) Plan, Total assets ($B): 0.001583452 · Participants: 3Sovi Joseph, M.D., P.a. 401(k) PlanL3harris 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
Sovi Joseph, M.D., P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sovi Joseph, M.D., P.a. 401(k) Plan side-by-side with 3 peers →

Sovi Joseph, M.D., P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Barry a Cane Profit Sharing 401(k) Plan in CA ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Sovi Joseph, M.D., P.a. 401(k) Plan assets move in 2022? ▼
Sovi Joseph, M.D., P.a. 401(k) Plan edged down modestly - down 3.5% during 2022, from $2M to $2M. Reported net income was -$57K.
How have Sovi Joseph, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovi Joseph, M.D., P.a.'s sponsor-wide assets declined 85.8%, from $4M to $624K.
Which 401(k) plans are similar in size to Sovi Joseph, M.D., P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barry a Cane Profit Sharing 401(k) Plan in CA ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Sovi Joseph, M.D., P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 205641739.

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.