401(k) · DOL Form 5500 · 2024

Southern Urology, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
116
Participants Small participant base
71st
Percentile by assets National rank
$177,271
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Urology, LLC 401(k) Plan and Trust · Sponsored by Southern Urology, LLC · Louisiana · Healthcare & Social Assistance

$21M in assets, 116 participants

Southern Urology, LLC's Southern Urology, LLC 401(k) Plan and Trust reported $21M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,720 in Healthcare & Social Assistance (16,916 peers)

Coverage in Louisiana

Southern Urology, LLC 401(k) Plan and Trust covers 116 participants in Louisiana, about 23% of the average Louisiana filer (state average ~495 per filing). Assets: $21M.

#12,720
in Healthcare & Social Assistance (16,916 peers)
+13.2%
assets growth YoY

Southern Urology, LLC 401(k) Plan and Trust's outsized position by total assets

Southern Urology, LLC 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,563,463 Top 29% higher than 71% of 123,620 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 2024

Southern Urology, LLC 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Urology, LLC 401(k) Plan and Trust sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Urology, LLC 401(k) Plan and Trust reported net income rose from -$14M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southern Urology, LLC 401(k) Plan and Trust reported participants rose from N/A in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262522952 · Southern Urology, LLC PY 2024 · 401(k)

Southern Urology, LLC 401(k) Plan and Trust · $21M · 116 · 71st

  • NET $21M
  • BOOK 116
  • VS-ST 71st
  • BOY 401(k)
  • SCH near Dry Creek Rancheria 401(k) Retirement Plan
  • EBSA ind #12720

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 Louisiana →

Southern Urology, LLC 401(k) Plan and Trust in the asset neighbourhood

Southern Urology, LLC 401(k) Plan and TrustSouthern Urology, LLC 401(k)…$21MDry Creek Rancheria 401(k) Retirement PlanDry Creek Rancheria 401(k) R…$21MCanoo Inc. 401(k) Plan$21MMassachusetts Teacher Association 401(k) Savings PlanMassachusetts Teacher Associ…$21MMorling & Company 401(k) Plan$21M
End-of-year total assets ($M) among Southern Urology, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN262522952
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Urology, LLC)

Sponsor-wide plan assets over time

All Southern Urology, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.49468649667457% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $14.3M $20.6M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 105 $14M
2023 1 N/A N/A
2024 1 116 $21M

Nearby 401(k) Plans in Louisiana

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

Southern Urology, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Southern Urology, LLC 401(k) Plan and Trust, Total assets ($B): 0.020563463 · Participants: 116Southern Urology, LLC 401(k) Plan and TrustLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Southern Urology, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Southern Urology, LLC 401(k) Plan and Trust side-by-side with 3 peers →

Southern Urology, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Dry Creek Rancheria 401(k) Retirement Plan in CA ($21M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Urology, LLC 401(k) Plan and Trust assets move in 2024? ▼
Southern Urology, LLC 401(k) Plan and Trust grew at a solid clip - up 13.2% during 2024, from $18M to $21M. Reported net income was $2M.
How have Southern Urology, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Urology, LLC's sponsor-wide assets grew 43.5%, from $14M to $21M.
Which 401(k) plans are similar in size to Southern Urology, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dry Creek Rancheria 401(k) Retirement Plan in CA ($21M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Southern Urology, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262522952.

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.