401(k) · DOL Form 5500 · 2023

Southeast Orthopedic Specialists, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
108
Participants Small participant base
73rd
Percentile by assets National rank
$191,641
Avg per participant Above avg balance/head
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Official DOL plan name: Southeast Orthopedic Specialists 401(k) Plan and Trust · Sponsored by Southeast Orthopedic Specialists, LLC · Florida · Healthcare & Social Assistance

$21M in assets, 108 participants

Southeast Orthopedic Specialists, LLC's Southeast Orthopedic Specialists 401(k) Plan and Trust reported $21M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,711 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Southeast Orthopedic Specialists 401(k) Plan and Trust covers 108 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $21M.

#13,711
in Healthcare & Social Assistance (17,684 peers)
+24.2%
assets growth YoY

Southeast Orthopedic Specialists 401(k) Plan and Trust's outsized position by total assets

Southeast Orthopedic Specialists 401(k) Plan and Trust vs every filed plan by assets

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

$20,697,256 Top 27% higher than 73% 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

Southeast Orthopedic Specialists 401(k) Plan and Trust 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. Southeast Orthopedic Specialists 401(k) Plan and Trust sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeast Orthopedic Specialists 401(k) Plan and Trust reported net income rose from -$747K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Southeast Orthopedic Specialists 401(k) Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Southeast Orthopedic Specialists 401(k) Plan and Trust reported participants fell from 110 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 593696338 · Southeast Orthopedic Specialists, LLC PY 2023 · 401(k)

Southeast Orthopedic Specialists 401(k) Plan and Trust · $21M · 108 · 73rd

  • EBSA $21M
  • PART 108
  • TYPE 73rd
  • NET 401(k)
  • BOOK near S. D. Ireland Companies 401(k) Plan
  • VS-ST ind #13711

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 Florida →

Southeast Orthopedic Specialists 401(k) Plan and Trust in the asset neighbourhood

Southeast Orthopedic Specialists 401(k) Plan and TrustSoutheast Orthopedic Special…$21MS. D. Ireland Companies 401(k) PlanS. D. Ireland Companies 401(…$21MCitizens Bank Restated Profit Sharing PlanCitizens Bank Restated Profi…$21MAshworth Bros., Inc. Employee Savings PlanAshworth Bros., Inc. Employe…$21MGeokon, Inc. 401(k) Plan$21M
End-of-year total assets ($M) among Southeast Orthopedic Specialists 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN593696338
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Orthopedic Specialists, LLC)

Sponsor-wide plan assets over time

All Southeast Orthopedic Specialists, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 52.361420029810176% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.7M $25.4M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 110 $17M
2023 1 108 $21M
2024 1 128 $25M

Nearby 401(k) Plans in Florida

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

Southeast Orthopedic Specialists 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southeast Orthopedic Specialists 401(k) Plan and Trust, Total assets ($B): 0.020697256 · Participants: 108Southeast Orthopedic Specialists 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Southeast Orthopedic Specialists 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southeast Orthopedic Specialists 401(k) Plan and Trust side-by-side with 3 peers →

Southeast Orthopedic Specialists 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is S. D. Ireland Companies 401(k) Plan in VT ($21M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 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 (108 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 Southeast Orthopedic Specialists 401(k) Plan and Trust assets move in 2023? ▼
Southeast Orthopedic Specialists 401(k) Plan and Trust grew sharply - up 24.2% during 2023, from $17M to $21M. Reported net income was $4M.
How have Southeast Orthopedic Specialists, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Orthopedic Specialists, LLC's sponsor-wide assets grew 52.4%, from $17M to $25M.
Which 401(k) plans are similar in size to Southeast Orthopedic Specialists 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is S. D. Ireland Companies 401(k) Plan in VT ($21M, 320 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Orthopedic Specialists 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 593696338.

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.