Profit Sharing · DOL Form 5500 · 2023
Southlake Orthopaedics Sports Medicine & Spine Center, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $149,748
- Avg per participant Above avg balance/head
Official DOL plan name: Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan · Sponsored by Southlake Orthopaedics Sports Medicine & Spine Center, P.C. · Alabama · Healthcare & Social Assistance
$15M in assets, 103 participants
Southlake Orthopaedics Sports Medicine & Spine Center, P.C.'s Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan reported $15M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,862 in Healthcare & Social Assistance (17,684 peers)
Coverage in Alabama
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan covers 103 participants in Alabama, about 29% of the average Alabama filer (state average ~360 per filing). Assets: $15M.
- #12,862
- in Healthcare & Social Assistance (17,684 peers)
- +11.8%
- assets growth YoY
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan's outsized position by total assets
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,424,017 Top 32% higher than 68% 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
Southlake Orthopaedics Sports Medicine & Spine Center 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. Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan reported net income rose from -$629K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan reported participants fell from 148 in the plan year 2022 filing to 103 in the plan year 2023 filing.
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 721353855 · Southlake Orthopaedics Sports Medicine & Spine Center, P.C. PY 2023 · Profit Sharing
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan · $15M · 103 · 68th
- ASSETS $15M
- ASSETS 103
- ASSETS 68th
- ASSETS Profit Sharing
- ASSETS near Hwh Corporation Employees' Profit Sharing Plan and Trust
- ASSETS ind #12862
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 Alabama →
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 721353855 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southlake Orthopaedics Sports Medicine & Spine Center, P.C.)
Sponsor-wide plan assets over time
All Southlake Orthopaedics Sports Medicine & Spine Center, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 16.53645050675361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $14M |
| 2023 | 1 | 103 | $15M |
| 2024 | 2 | 105 | $16M |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $45M · 2,207
- Pathology Associates, P.C. Profit Sharing Plan and Trust $33M · 42
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $27M · 16
- Auto Investment, Inc. 401(k) Plan $24M · 392
- Montgomery Rheumatology Associates, P.a. Profit Sharing Plan $14M · 6
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Hwh Corporation Employees' Profit Sharing Plan and Trust in IA ($15M); by covered participants it is Visiting Nurse Association of Albany 403(b) Plan in NY (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 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.