401(k) · DOL Form 5500 · 2023
Southern Orthopedic Associates Sc 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $183,406
- Avg per participant Above avg balance/head
Official DOL plan name: Southern Orthopedic Associates 401(k) Profit Sharing Plan · Sponsored by Southern Orthopedic Associates Sc · Illinois · Healthcare & Social Assistance
$23M in assets, 127 participants
Southern Orthopedic Associates Sc's Southern Orthopedic Associates 401(k) Profit Sharing Plan reported $23M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #14,013 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Southern Orthopedic Associates 401(k) Profit Sharing Plan covers 127 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $23M.
- #14,013
- in Healthcare & Social Assistance (17,684 peers)
- -23.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Orthopedic Associates 401(k) Profit Sharing Plan's outsized position by total assets
Southern Orthopedic Associates 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,292,612 Top 25% higher than 75% 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
Southern Orthopedic Associates 401(k) 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. Southern Orthopedic Associates 401(k) Profit Sharing Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Orthopedic Associates 401(k) Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
- Southern Orthopedic Associates 401(k) Profit Sharing Plan end-of-year assets fell from $30M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Southern Orthopedic Associates 401(k) Profit Sharing Plan reported participants fell from 130 in the plan year 2022 filing to 127 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 371395805 · Southern Orthopedic Associates Sc PY 2023 · 401(k)
Southern Orthopedic Associates 401(k) Profit Sharing Plan · $23M · 127 · 75th
- EBSA $23M
- EBSA 127
- EBSA 75th
- EBSA 401(k)
- EBSA near Dryco Construction, Inc. Retirement Plan
- EBSA ind #14013
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 Illinois →
Southern Orthopedic Associates 401(k) Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$7M |
| Employer EIN | 371395805 |
| Plan Effective Date | 1979-12-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Orthopedic Associates Sc)
Sponsor-wide plan assets over time
All Southern Orthopedic Associates Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 26.702894013006162% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $30M |
| 2023 | 1 | 127 | $23M |
| 2024 | 1 | 114 | $22M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Southern Orthopedic Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Dryco Construction, Inc. Retirement Plan in CA ($23M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 127 · 0 off
- Coal City Cob Company & Dfw Tank Cleaning 401(k) Plan (TX) 127 · 0 off
- Haddad Dodge Kia 401(k) Plan (CA) 127 · 0 off
- International Motor Freight, Inc. 401(k) Plan (NJ) 127 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.