401(k) · DOL Form 5500 · 2023
Southeast Valley Gastroenterology Consultants, P.C. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $133,960
- Avg per participant Near avg balance/head
Official DOL plan name: Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan · Sponsored by Southeast Valley Gastroenterology Consultants, P.C. · Arizona · Healthcare & Social Assistance
$10M in assets, 76 participants
Southeast Valley Gastroenterology Consultants, P.C.'s Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan reported $10M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,421 in Healthcare & Social Assistance (17,684 peers)
Southeast Valley Gastroenterology Consultants, P.C. multi-year trail
Southeast Valley Gastroenterology Consultants, P.C.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan at $10M / 76 participants.
- #11,421
- in Healthcare & Social Assistance (17,684 peers)
- +21.4%
- assets growth YoY
Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,180,948 Top 41% higher than 59% 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
Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing 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. Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan reported net income rose from -$618K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan reported participants rose from 74 in the plan year 2022 filing to 76 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860737298 · Southeast Valley Gastroenterology Consultants, P.C. PY 2023 · 401(k)
Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan · $10M · 76 · 59th
- RANK $10M
- PHOTO 76
- IND 59th
- EOY 401(k)
- 5500 near Miller, Long & Arnold 401(k) Retirement Plan
- ASSETS ind #11421
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 Arizona →
Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Southeast Valley Gastroenterology Consultants, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Southeast Valley Gastroenterology Consultants, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 40.731406121718386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $8M |
| 2023 | 1 | 76 | $10M |
| 2024 | 1 | 77 | $12M |
Southeast Valley Gastroenterology Consultants, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 860737298 |
| Plan Effective Date | 1999-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Miller, Long & Arnold 401(k) Retirement Plan in MD ($10M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.
- Ovia Health 401(k) Plan (NC) 76 · 0 off
- Jack Williams Tire Company Inc 401(k) Ps Plan & Trust (PA) 76 · 0 off
- Flexitank Retirement Plan (PR) 76 · 0 off
- Plymouth Life 401(k) & Profit Sharing Plan (IA) 76 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.