Profit Sharing · DOL Form 5500 · 2023

Southern Hematology & Oncology PC Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
14
Participants Small participant base
54th
Percentile by assets National rank
$571,252
Avg per participant High balance/head
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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.

  • #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.

#10,488
in Healthcare & Social Assistance (17,684 peers)
+13.5%
assets growth YoY

Southern Hematology & Oncology PC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern Hematology & Oncology PC Profit Sharing Plan vs every filed plan by assets

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

$7,997,521 Top 46% higher than 54% 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

Southern Hematology & Oncology PC 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. Southern Hematology & Oncology PC Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 631055248 · Southern Hematology & Oncology PC PY 2023 · Profit Sharing

Southern Hematology & Oncology PC Profit Sharing Plan · $8M · 14 · 54th

  • BOOK $8M
  • VS-ST 14
  • BOY 54th
  • SCH Profit Sharing
  • EBSA near Manhattan Podiatry Associates P.C. Profit Sharing Plan
  • PART ind #10488

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 Alabama →

Southern Hematology & Oncology PC Profit Sharing Plan in the asset neighbourhood

Edison Tubular Products LLC Profit Sharing PlanEdison Tubular Products LLC …$8MSouthern Hematology & Oncology PC Profit Sharing PlanSouthern Hematology & Oncolo…$8MManhattan Podiatry Associates P.C. Profit Sharing PlanManhattan Podiatry Associate…$8MMwg Enterprises Inc. Retirement PlanMwg Enterprises Inc. Retirem…$8MKnickerbocker Realty Co., Inc. Retirement PlanKnickerbocker Realty Co., In…$8M
End-of-year total assets ($M) among Southern Hematology & Oncology PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Southern Hematology & Oncology PC multi-year asset trail

Sponsor-wide plan assets over time

All Southern Hematology & Oncology PC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.460524504532273% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.05M $8.49M ▲ +20.4%
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 EIN631055248
Plan Effective Date1995-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50005001000150020002500 01020304050 Total assets ($M) Participants Southern Hematology & Oncology PC Profit Sharing Plan, Total assets ($M): 7.997521 · Participants: 14Southern Hematology & Oncology PC Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Southern Hematology & Oncology PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants

Southern Hematology & Oncology PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Manhattan Podiatry Associates P.C. Profit Sharing Plan in NY ($8M); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Southern Hematology & Oncology PC Profit Sharing Plan assets move in 2023? ▼
Southern Hematology & Oncology PC Profit Sharing Plan grew at a solid clip - up 13.5% during 2023, from $7M to $8M. Reported net income was $951K.
How have Southern Hematology & Oncology PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Hematology & Oncology PC's sponsor-wide assets grew 20.5%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Southern Hematology & Oncology PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Manhattan Podiatry Associates P.C. Profit Sharing Plan in NY ($8M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Southern Hematology & Oncology PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Three Cities Management LLC Retirement Plan in NY (14 participants, N/A in assets).