401(k) · DOL Form 5500 · 2023

Southview Medical Group, P.C. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
207
Participants Below avg headcount
86th
Percentile by assets National rank
$243,088
Avg per participant Above avg balance/head
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Official DOL plan name: Southview Medical Group, P. C. 401(k) Plan · Sponsored by Southview Medical Group, P.C. · Alabama · Healthcare & Social Assistance

$50M in assets, 207 participants

Southview Medical Group, P.C.'s Southview Medical Group, P. C. 401(k) Plan reported $50M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,524 in Healthcare & Social Assistance (17,684 peers)

Where Southview Medical Group, P. C. 401(k) Plan sits by assets

Southview Medical Group, P. C. 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 207 participants (~$243,088/participant), up 22.6% in 2023.

#15,524
in Healthcare & Social Assistance (17,684 peers)
+22.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Southview Medical Group, P. C. 401(k) Plan's outsized position by total assets

Southview Medical Group, P. C. 401(k) Plan vs every filed plan by assets

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

$50,319,233 Top 14% higher than 86% 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

Southview Medical Group, P. C. 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. Southview Medical Group, P. C. 401(k) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southview Medical Group, P. C. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Southview Medical Group, P. C. 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Southview Medical Group, P. C. 401(k) Plan reported participants rose from 204 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 631185612 · Southview Medical Group, P.C. PY 2023 · 401(k)

Southview Medical Group, P. C. 401(k) Plan · $50M · 207 · 86th

  • EOY $50M
  • 5500 207
  • ASSETS 86th
  • PCT 401(k)
  • EIN near J.F Kiely Service Co., LLC 401-K Plan
  • RANK ind #15524

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 →

Southview Medical Group, P. C. 401(k) Plan in the asset neighbourhood

Southview Medical Group, P. C. 401(k) PlanSouthview Medical Group, P. …$50MJ.F Kiely Service Co., LLC 401-K PlanJ.F Kiely Service Co., LLC 4…$50MRouteone 401(k) Plan$50MMetagenics LLC 401(k) Retirement PlanMetagenics LLC 401(k) Retire…$50MAlbert a. Webb Associates Profit Sharing and Salary Deferral PlanAlbert a. Webb Associates Pr…$50M
End-of-year total assets ($M) among Southview Medical Group, P. C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$50M
Net Income$9M
Employer EIN631185612
Plan Effective Date1966-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Southview Medical Group, P.C.)

Sponsor-wide plan assets over time

All Southview Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 28.796187178378744% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $41.1M $52.9M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 204 $41M
2023 1 207 $50M
2024 1 324 $53M

Nearby 401(k) Plans in Alabama

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

Southview Medical Group, P. C. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Southview Medical Group, P. C. 401(k) Plan, Total assets ($B): 0.050319233 · Participants: 207Southview Medical Group, P. C. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Southview Medical Group, P. C. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Southview Medical Group, P. C. 401(k) Plan side-by-side with 3 peers →

Southview Medical Group, P. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is J.F Kiely Service Co., LLC 401-K Plan in NJ ($50M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Southview Medical Group, P. C. 401(k) Plan assets move in 2023? ▼
Southview Medical Group, P. C. 401(k) Plan grew sharply - up 22.6% during 2023, from $41M to $50M. Reported net income was $9M.
How have Southview Medical Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southview Medical Group, P.C.'s sponsor-wide assets grew 28.8%, from $41M to $53M.
Where does Southview Medical Group, P. C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Southview Medical Group, P. C. 401(k) Plan ranks in the 86th 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 Southview Medical Group, P. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.F Kiely Service Co., LLC 401-K Plan in NJ ($50M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Southview Medical Group, P. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants, N/A 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 631185612.

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.