401(k) · DOL Form 5500 · 2023

The Surgery Center at Southwoods, LLC 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
906
Participants Near avg headcount
86th
Percentile by assets National rank
$58,095
Avg per participant Low balance/head
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Official DOL plan name: Southwoods Health 401(k) Plan · Sponsored by The Surgery Center at Southwoods, LLC · Ohio · Healthcare & Social Assistance

$53M in assets, 906 participants

The Surgery Center at Southwoods, LLC's Southwoods Health 401(k) Plan reported $53M in total assets and 906 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,604 in Healthcare & Social Assistance (17,684 peers)

Where Southwoods Health 401(k) Plan sits by assets

Southwoods Health 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 906 participants (~$58,095/participant), up 25.6% in 2023.

#15,604
in Healthcare & Social Assistance (17,684 peers)
+25.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Southwoods Health 401(k) Plan's outsized position by total assets

Southwoods Health 401(k) Plan vs every filed plan by assets

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

$52,634,431 Top 14% higher than 86% 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

Southwoods Health 401(k) 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. Southwoods Health 401(k) Plan sits mid-pack in the medium band (906 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwoods Health 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Southwoods Health 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Southwoods Health 401(k) Plan reported participants rose from 832 in the plan year 2022 filing to 906 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421562638 · The Surgery Center at Southwoods, LLC PY 2023 · 401(k)

Southwoods Health 401(k) Plan · $53M · 906 · 86th

  • PCT $53M
  • EIN 906
  • RANK 86th
  • PHOTO 401(k)
  • IND near The Contractors Retirement Plan
  • EOY ind #15604

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 Ohio →

Southwoods Health 401(k) Plan in the asset neighbourhood

The Contractors Retirement PlanThe Contractors Retirement P…$53MSpectrum Equity Management, Inc. Profit Sharing Retirement PlanSpectrum Equity Management, …$53MSouthwoods Health 401(k) Plan$53MZero Zone, Inc. 401(k) Savings PlanZero Zone, Inc. 401(k) Savin…$53MFei.Com, Inc. 401(k) Plan$53M
End-of-year total assets ($M) among Southwoods Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$53M
Net Income$11M
Employer EIN421562638
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Surgery Center at Southwoods, LLC)

Sponsor-wide plan assets over time

All The Surgery Center at Southwoods, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 41.11684781778726% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $41.9M $59.1M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 832 $42M
2023 1 906 $53M
2024 1 1,081 $59M

Nearby 401(k) Plans in Ohio

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

Southwoods Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Southwoods Health 401(k) Plan, Total assets ($B): 0.052634431 · Participants: 906Southwoods Health 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Southwoods Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Southwoods Health 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is The Contractors Retirement Plan in TX ($53M); by covered participants it is Nordic Group of Companies, Ltd. Employees' 401(k) Savings and in WI (906 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (906 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 Southwoods Health 401(k) Plan assets move in 2023? ▼
Southwoods Health 401(k) Plan grew sharply - up 25.6% during 2023, from $42M to $53M. Reported net income was $11M.
How have The Surgery Center at Southwoods, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Surgery Center at Southwoods, LLC's sponsor-wide assets grew 41.1%, from $42M to $59M.
Where does Southwoods Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Southwoods Health 401(k) Plan ranks in the 86th 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 Southwoods Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in TX ($53M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Southwoods Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nordic Group of Companies, Ltd. Employees' 401(k) Savings and in WI (906 participants, $54M 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 421562638.

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.