Profit Sharing · DOL Form 5500 · 2023
Southern Hematology & Oncology PC Profit Sharing Plan
Data updated 2026-08-11
- $8M
- Total assets
- 14
- Participants
- 54th
- Percentile by assets
- $571,252
- Avg per participant
Official DOL plan name: Southern Hematology & Oncology PC Profit Sharing Plan · Sponsored by Southern Hematology & Oncology PC · Alabama · Healthcare & Social Assistance
$8M in assets, 14 participants
Southern Hematology & Oncology PC's Southern Hematology & Oncology PC Profit Sharing Plan reported $8M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- 54th percentile by assets (of 127,072 plans)
- #10,488 in Healthcare & Social Assistance (17,684 peers)
Southern Hematology & Oncology PC multi-year trail
Southern Hematology & Oncology PC's plans moved +20.5% in assets from 2022 to 2024; this filing shows Southern Hematology & Oncology PC Profit Sharing Plan at $8M / 14 participants.
- $8M
- total plan assets (2023 EOY)
- 14
- covered participants
- 54th
- percentile by assets (of 127,072 plans)
- $571,252
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Hematology & Oncology PC Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $951K in the plan year 2023 filing.
- Southern Hematology & Oncology PC Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Southern Hematology & Oncology PC Profit Sharing Plan reported participants fell from 15 in the plan year 2022 filing to 14 in the plan year 2023 filing.
Southern Hematology & Oncology PC across 3 plan years on file
Across the 3 plan years Southern Hematology & Oncology PC has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $8M, a gain of 20.5%, while reported participants moved from 15 to 14 (-6.7%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($7M).
Southern Hematology & Oncology PC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $7M |
| 2023 | 1 | 14 | $8M |
| 2024 | 1 | 14 | $8M |
Southern Hematology & Oncology PC filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $951K |
| Employer EIN | 631055248 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Southern Hematology & Oncology PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
- The Health Care Authority for Baptist Health Matching Dollar Plan $45M · 2,207
- Pathology Associates, P.C. Profit Sharing Plan and Trust $33M · 42
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $27M · 16
- Auto Investment, Inc. 401(k) Plan $24M · 392
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $15M · 103
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Southern Hematology & Oncology PC Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Southern Hematology & Oncology PC Profit Sharing Plan assets move in 2023? ▼
How have Southern Hematology & Oncology PC plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Southern Hematology & Oncology PC Profit Sharing Plan? ▼
Next read for Southern Hematology & Oncology PC Profit…
Multi-year trail
Ways to act on Southern Hematology & Oncology PC Profit Sharing Plan's numbers.
- By total assets, Southern Hematology & Oncology PC Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Alabama. Compare plans
- Southern Hematology & Oncology PC's sponsor-wide assets have grown 20.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans