401(k) · DOL Form 5500 · 2023

Southern Ca Orthopedic Inst 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
556
Participants Below avg headcount
82nd
Percentile by assets National rank
$64,721
Avg per participant Low balance/head
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Official DOL plan name: Scoi 401(k) Plan and Trust · Sponsored by Southern Ca Orthopedic Inst · California · Healthcare & Social Assistance

$36M in assets, 556 participants

Southern Ca Orthopedic Inst's Scoi 401(k) Plan and Trust reported $36M in total assets and 556 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,939 in Healthcare & Social Assistance (17,684 peers)

Where Scoi 401(k) Plan and Trust sits by assets

Scoi 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $36M for 556 participants (~$64,721/participant), up 12.4% in 2023.

#14,939
in Healthcare & Social Assistance (17,684 peers)
+12.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Scoi 401(k) Plan and Trust's outsized position by total assets

Scoi 401(k) Plan and Trust vs every filed plan by assets

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

$35,984,727 Top 18% higher than 82% 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 401(k) Plan and Trust 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 401(k) Plan and Trust sits mid-pack in the medium band (556 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scoi 401(k) Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Scoi 401(k) Plan and Trust end-of-year assets rose from $32M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Scoi 401(k) Plan and Trust reported participants rose from 527 in the plan year 2022 filing to 556 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953150156 · Southern Ca Orthopedic Inst PY 2023 · 401(k)

Scoi 401(k) Plan and Trust · $36M · 556 · 82nd

  • ASSETS $36M
  • ASSETS 556
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near Grant & Eisenhofer, P. a. 401(k) Profit Sharing
  • ASSETS ind #14939

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 401(k) Plan and Trust in the asset neighbourhood

Virtuoso, Ltd 401(k) Profit Sharing PlanVirtuoso, Ltd 401(k) Profit …$36MOrthopaedic Associates of Allentown Profit Sharing 401(k) PlanOrthopaedic Associates of Al…$36MScoi 401(k) Plan and Trust$36MGrant & Eisenhofer, P. a. 401(k) Profit SharingGrant & Eisenhofer, P. a. 40…$36MMagnum, Ltd. 401(k) Plan$36M
End-of-year total assets ($M) among Scoi 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN953150156
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Ca Orthopedic Inst)

Sponsor-wide plan assets over time

All Southern Ca Orthopedic Inst 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 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Scoi 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Scoi 401(k) Plan and Trust, Total assets ($B): 0.035984727 · Participants: 556Scoi 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Scoi 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Scoi 401(k) Plan and Trust side-by-side with 3 peers →

Scoi 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Grant & Eisenhofer, P. a. 401(k) Profit Sharing in DE ($36M); by covered participants it is J.W. Speaker Corporation 401 (K) Plan in WI (556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (556 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 401(k) Plan and Trust assets move in 2023? ▼
Scoi 401(k) Plan and Trust grew at a solid clip - up 12.4% during 2023, from $32M to $36M. Reported net income was $4M.
How have Southern Ca Orthopedic Inst plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Ca Orthopedic Inst's sponsor-wide assets grew 17.5%, from $56M to $65M.
Where does Scoi 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Scoi 401(k) Plan and Trust ranks in the 82nd 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 401(k) plans are similar in size to Scoi 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Grant & Eisenhofer, P. a. 401(k) Profit Sharing in DE ($36M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Scoi 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is J.W. Speaker Corporation 401 (K) Plan in WI (556 participants, $41M 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.