Profit Sharing · DOL Form 5500 · 2023
Southern California Orthopedic Institute, LP Profit Sharing Plan
Data updated 2026-08-11
- $28M
- Total assets
- 123
- Participants
- 78th
- Percentile by assets
- $226,154
- Avg per participant
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.
- 78th percentile by assets (of 127,072 plans)
- #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.
- $28M
- total plan assets (2023 EOY)
- 123
- covered participants
- 78th
- percentile by assets (of 127,072 plans)
- $226,154
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Scoi Profit Sharing Plan reports 123 participants - about 20% of that state average ($28M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 953150156 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern California Orthopedic Institute, LP)
| 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
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Scoi Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Scoi Profit Sharing Plan assets move in 2023? ▼
How have Southern California Orthopedic Institute, LP plan assets changed over time? ▼
Where does Scoi Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Scoi Profit Sharing Plan? ▼
Next read for Scoi Profit Sharing Plan
Filing takeaways
Ways to act on Scoi Profit Sharing Plan's numbers.
- By total assets, Scoi Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Southern California Orthopedic Institute, LP's sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans