401(k) · DOL Form 5500 · 2023
Southern Missouri Internal Medicine & Osteoporosis Center, PC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $398,264
- Avg per participant High balance/head
Official DOL plan name: Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) · Sponsored by Southern Missouri Internal Medicine & Osteoporosis Center, PC · Missouri · Healthcare & Social Assistance
$2M in assets, 4 participants
Southern Missouri Internal Medicine & Osteoporosis Center, PC's Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,490 in Healthcare & Social Assistance (17,684 peers)
Southern Missouri Internal Medicine & Osteoporosis Center, PC multi-year trail
Southern Missouri Internal Medicine & Osteoporosis Center, PC's plans moved +32.2% in assets from 2022 to 2024; this filing shows Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) at $2M / 4 participants.
- #4,490
- in Healthcare & Social Assistance (17,684 peers)
- +15.9%
- assets growth YoY
Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) among the smaller filed plans by assets
Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,593,056 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) reported net income rose from -$136K in the plan year 2022 filing to $219K in the plan year 2023 filing.
- Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 431646336 · Southern Missouri Internal Medicine & Osteoporosis Center, PC PY 2023 · 401(k)
Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) · $2M · 4 · 28th
- PHOTO $2M
- PHOTO 4
- PHOTO 28th
- PHOTO 401(k)
- PHOTO near Mcguires Management Group 401(k) Plan
- PHOTO ind #4490
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 Missouri →
Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) in the asset neighbourhood
Southern Missouri Internal Medicine & Osteoporosis Center, PC multi-year asset trail
Sponsor-wide plan assets over time
All Southern Missouri Internal Medicine & Osteoporosis Center, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 32.22432961959132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $2M |
Southern Missouri Internal Medicine & Osteoporosis Center, PC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $219K |
| Employer EIN | 431646336 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Mcguires Management Group 401(k) Plan in FL ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 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 (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Mancini Cpa, PLLC 401-K Plan (AZ) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.