Profit Sharing · DOL Form 5500 · 2023

Southern California Orthopedic Institute, LP Profit Sharing Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
123
Participants Small participant base
78th
Percentile by assets National rank
$226,154
Avg per participant Above avg balance/head
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Official DOL plan name: Scoi Profit Sharing Plan · Sponsored by Southern California Orthopedic Institute, LP · California · Healthcare & Social Assistance

$28M in assets, 123 participants

Southern California Orthopedic Institute, LP's Scoi Profit Sharing Plan reported $28M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,408 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Scoi Profit Sharing Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $28M.

#14,408
in Healthcare & Social Assistance (17,684 peers)
+17.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Scoi Profit Sharing Plan's outsized position by total assets

Scoi Profit Sharing Plan vs every filed plan by assets

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

$27,816,910 Top 22% higher than 78% 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

Scoi Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scoi Profit Sharing Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scoi Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Scoi Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Scoi Profit Sharing Plan reported participants rose from 110 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953150156 · Southern California Orthopedic Institute, LP PY 2023 · Profit Sharing

Scoi Profit Sharing Plan · $28M · 123 · 78th

  • EIN $28M
  • RANK 123
  • PHOTO 78th
  • IND Profit Sharing
  • EOY near Francis Manufacturing Company Employees Profit Sharing Plan
  • 5500 ind #14408

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 California →

Scoi Profit Sharing Plan in the asset neighbourhood

Intertec Employees' Profit Sharing and Savings Plan and TrustIntertec Employees' Profit S…$28MScoi Profit Sharing Plan$28MFrancis Manufacturing Company Employees Profit Sharing PlanFrancis Manufacturing Compan…$28MFirst Farmers & Merchants Bank Profit Sharing PlanFirst Farmers & Merchants Ba…$28MPlan De Retiro 1081.01(D) Del Hospital General MenonitaPlan De Retiro 1081.01(D) De…$28M
End-of-year total assets ($M) among Scoi Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN953150156
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern California Orthopedic Institute, LP)

Sponsor-wide plan assets over time

All Southern California Orthopedic Institute, LP plans reported in each filing year

Latest sponsor-wide plan assets
$65M 17.49667464741717% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.7M $65.5M ▲ +17.5%
Year Plans Participants Total Assets
2022 2 637 $56M
2023 2 679 $64M
2024 2 705 $65M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Scoi Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Scoi Profit Sharing Plan, Total assets ($B): 0.02781691 · Participants: 123Scoi Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Scoi Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Scoi Profit Sharing Plan side-by-side with 3 peers →

Scoi Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Francis Manufacturing Company Employees Profit Sharing Plan in OH ($28M); by covered participants it is 403(b) Plan for United Way of Greater St. Louis, Inc. in MO (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Scoi Profit Sharing Plan assets move in 2023? ▼
Scoi Profit Sharing Plan grew sharply - up 17.3% during 2023, from $24M to $28M. Reported net income was $4M.
How have Southern California Orthopedic Institute, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern California Orthopedic Institute, LP's sponsor-wide assets grew 17.5%, from $56M to $65M.
Where does Scoi Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Scoi Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Scoi Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Francis Manufacturing Company Employees Profit Sharing Plan in OH ($28M, 141 participants).
Which Profit Sharing plans cover a similar participant headcount to Scoi Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Plan for United Way of Greater St. Louis, Inc. in MO (123 participants, $9M 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 953150156.

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.