401(k) · DOL Form 5500 · 2023

Southdale Pediatric Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
150
Participants Small participant base
88th
Percentile by assets National rank
$423,544
Avg per participant High balance/head
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Official DOL plan name: Southdale Pediatric Associates, Ltd. 401(k) Plan · Sponsored by Southdale Pediatric Associates, Ltd. · Minnesota · Healthcare & Social Assistance

$64M in assets, 150 participants

Southdale Pediatric Associates, Ltd.'s Southdale Pediatric Associates, Ltd. 401(k) Plan reported $64M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,841 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Southdale Pediatric Associates, Ltd. 401(k) Plan covers 150 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $64M.

#15,841
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Southdale Pediatric Associates, Ltd. 401(k) Plan's outsized position by total assets

Southdale Pediatric Associates, Ltd. 401(k) Plan vs every filed plan by assets

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

$63,531,663 Top 12% higher than 88% 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

Southdale Pediatric Associates, Ltd. 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. Southdale Pediatric Associates, Ltd. 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southdale Pediatric Associates, Ltd. 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Southdale Pediatric Associates, Ltd. 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Southdale Pediatric Associates, Ltd. 401(k) Plan reported participants rose from 135 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410962307 · Southdale Pediatric Associates, Ltd. PY 2023 · 401(k)

Southdale Pediatric Associates, Ltd. 401(k) Plan · $64M · 150 · 88th

  • PART $64M
  • PART 150
  • PART 88th
  • PART 401(k)
  • PART near Bamboo Hr LLC 401(k) Plan
  • PART ind #15841

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 Minnesota →

Southdale Pediatric Associates, Ltd. 401(k) Plan in the asset neighbourhood

State Electric Supply Company Employees' Retirement and Savings PlanState Electric Supply Compan…$64MSouthdale Pediatric Associates, Ltd. 401(k) PlanSouthdale Pediatric Associat…$64MBamboo Hr LLC 401(k) Plan$64MCarl Zeiss Vision Inc. 401(k) PlanCarl Zeiss Vision Inc. 401(k…$64MForemost Farms USA 401(k) Savings PlanForemost Farms USA 401(k) Sa…$64M
End-of-year total assets ($M) among Southdale Pediatric Associates, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$6M
Employer EIN410962307
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southdale Pediatric Associates, Ltd.)

Sponsor-wide plan assets over time

All Southdale Pediatric Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 15.601270163854696% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57.1M $66M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 135 $57M
2023 1 150 $64M
2024 1 153 $66M

Nearby 401(k) Plans in Minnesota

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

Southdale Pediatric Associates, Ltd. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Southdale Pediatric Associates, Ltd. 401(k) Plan, Total assets ($B): 0.063531663 · Participants: 150Southdale Pediatric Associates, Ltd. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Southdale Pediatric Associates, Ltd. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Southdale Pediatric Associates, Ltd. 401(k) Plan side-by-side with 3 peers →

Southdale Pediatric Associates, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Bamboo Hr LLC 401(k) Plan in UT ($64M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Southdale Pediatric Associates, Ltd. 401(k) Plan assets move in 2023? ▼
Southdale Pediatric Associates, Ltd. 401(k) Plan grew at a solid clip - up 11.3% during 2023, from $57M to $64M. Reported net income was $6M.
How have Southdale Pediatric Associates, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southdale Pediatric Associates, Ltd.'s sponsor-wide assets grew 15.6%, from $57M to $66M.
Where does Southdale Pediatric Associates, Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Southdale Pediatric Associates, Ltd. 401(k) Plan ranks in the 88th 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 Southdale Pediatric Associates, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bamboo Hr LLC 401(k) Plan in UT ($64M, 1,231 participants).
Which 401(k) plans cover a similar participant headcount to Southdale Pediatric Associates, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 410962307.

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.