401(k) · DOL Form 5500 · 2023

Southeastern Psychiatric Assoc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
34th
Percentile by assets National rank
$216,027
Avg per participant Above avg balance/head
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Official DOL plan name: Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust · Sponsored by Southeastern Psychiatric Assoc · Massachusetts · Healthcare & Social Assistance

$3M in assets, 12 participants

Southeastern Psychiatric Assoc's Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,954 in Healthcare & Social Assistance (17,684 peers)

Southeastern Psychiatric Assoc multi-year trail

Southeastern Psychiatric Assoc's plans moved +31.8% in assets from 2022 to 2024; this filing shows Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust at $3M / 12 participants.

#5,954
in Healthcare & Social Assistance (17,684 peers)
+19.7%
assets growth YoY

Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,592,322 34th percentile higher than 34% 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

Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust reported net income rose from -$257K in the plan year 2022 filing to $427K in the plan year 2023 filing.
  • Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043272800 · Southeastern Psychiatric Assoc PY 2023 · 401(k)

Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust · $3M · 12 · 34th

  • ASSETS $3M
  • PCT 12
  • EIN 34th
  • RANK 401(k)
  • PHOTO near Spring Oaks Capital 401(k) Plan
  • IND ind #5954

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 Massachusetts →

Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & TrustSoutheastern Psychiatric Ass…$3MSpring Oaks Capital 401(k) PlanSpring Oaks Capital 401(k) P…$3MAll Medical Personnel, Inc 401(k) PlanAll Medical Personnel, Inc 4…$3MGibbel Insurance Agency, Inc. Salary Savings PlanGibbel Insurance Agency, Inc…$3MPezzetti, Vermetten & Popovits, P.C. 401(k) PlanPezzetti, Vermetten & Popovi…$3M
End-of-year total assets ($M) among Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southeastern Psychiatric Assoc multi-year asset trail

Sponsor-wide plan assets over time

All Southeastern Psychiatric Assoc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.845307103154774% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.17M $2.85M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 12 $3M
2024 1 12 $3M

Southeastern Psychiatric Assoc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$427K
Employer EIN043272800
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002592322 · Participants: 12Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Spring Oaks Capital 401(k) Plan in VA ($3M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust grew sharply - up 19.7% during 2023, from $2M to $3M. Reported net income was $427K.
How have Southeastern Psychiatric Assoc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Psychiatric Assoc's sponsor-wide assets grew 31.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Spring Oaks Capital 401(k) Plan in VA ($3M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 043272800.

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.