Profit Sharing · DOL Form 5500 · 2023
Southlake Orthopaedics Sports Medicine & Spine Center, P.C. Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 103
- Participants
- 68th
- Percentile by assets
- $149,748
- Avg per participant
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.
- 68th percentile by assets (of 127,072 plans)
- #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.
- $15M
- total plan assets (2023 EOY)
- 103
- covered participants
- 68th
- percentile by assets (of 127,072 plans)
- $149,748
- avg assets per participant
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.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan reports 103 participants - about 29% of that state average ($15M EOY assets).
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.)
| 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.
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan's numbers.
- By total assets, Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Alabama. Compare plans
- Southlake Orthopaedics Sports Medicine & Spine Center, P.C.'s sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans