401(k) · DOL Form 5500 · 2023
Sonic Healthcare USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $521M
- Total assets Above avg plan size
- 7,170
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $72,704
- Avg per participant Below avg balance/head
Official DOL plan name: Sonic Healthcare USA Savings Plan · Sponsored by Sonic Healthcare USA, Inc. · Texas · Healthcare & Social Assistance
$521M in assets, 7,170 participants
Sonic Healthcare USA, Inc.'s Sonic Healthcare USA Savings Plan reported $521M in total assets and 7,170 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,273 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Sonic Healthcare USA Savings Plan covers 7,170 participants in Texas, 10x the typical Texas plan (state average ~688 per filing). Assets: $521M.
- #17,273
- in Healthcare & Social Assistance (17,684 peers)
- +37.3%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
Sonic Healthcare USA Savings Plan's outsized position by total assets
Sonic Healthcare USA Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$521,287,443 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sonic Healthcare USA Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sonic Healthcare USA Savings Plan lands in the large band (7,170 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sonic Healthcare USA Savings Plan reported net income rose from -$82M in the plan year 2022 filing to $76M in the plan year 2023 filing.
- Sonic Healthcare USA Savings Plan end-of-year assets rose from $380M in the plan year 2022 filing to $521M in the plan year 2023 filing.
- Sonic Healthcare USA Savings Plan reported participants rose from 6,882 in the plan year 2022 filing to 7,170 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 208907334 · Sonic Healthcare USA, Inc. PY 2023 · 401(k)
Sonic Healthcare USA Savings Plan · $521M · 7,170 · 97th
- EBSA $521M
- EBSA 7,170
- EBSA 97th
- EBSA 401(k)
- EBSA near Colas Inc. and Subsidiaries 401(k) Savings Plan
- EBSA ind #17273
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 Texas →
Sonic Healthcare USA Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $380M |
|---|---|
| Net Assets (End of Year) | $521M |
| Net Income | $76M |
| Employer EIN | 208907334 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sonic Healthcare USA, Inc.)
Sponsor-wide plan assets over time
All Sonic Healthcare USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $588M 54.83699275547681% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,882 | $380M |
| 2023 | 1 | 7,170 | $521M |
| 2024 | 1 | 7,878 | $588M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Sonic Healthcare USA Savings Plan
Sonic Healthcare USA Savings Plan reports $521M in end-of-year assets across 7,170 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $72,704 per participant (53% of the national average assets-per-participant) . Net income for plan year 2023 was $76M.
This plan identity (EIN 208907334, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $380M to $588M (+54.8%) while covered participants moved from 6,882 to 7,878 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,882 | $380M | Open filing |
| 2023 | 7,170 | $521M | This page |
| 2024 · index core | 7,878 | $588M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Sonic Healthcare USA Savings Plan (401(k), $588M, 7,878 participants)
Sonic Healthcare USA Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Colas Inc. and Subsidiaries 401(k) Savings Plan in NJ ($521M); by covered participants it is L.L. Bean 401(k) Retirement Savings Plan in ME (7,173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($521M here).
- Colas Inc. and Subsidiaries 401(k) Savings Plan (NJ) $521M · 3,391
- Dakotas Areawide IBEW-NECA Savings and Retirement Plan (ND) $521M · 3,853
- Walsh Group Employees Profit Sharing Plan (IL) $522M · 4,002
- Crum & Forster Employee Savings Plan (NJ) $522M · 2,613
Similar participant headcount
Nearest other-state filings by covered participants (7,170 participants); asset peers above are excluded.
- L.L. Bean 401(k) Retirement Savings Plan (ME) 7,173 · 3 off
- Baker Tilly Advisory Group Parent, LP (WI) 7,176 · 6 off
- Lpl Financial LLC Profit Sharing 401(k) Plan (SC) 7,162 · 8 off
- Stagwell Global 401(k) Plan (DC) 7,161 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.