401(k) · DOL Form 5500 · 2024

Southlake Neurology & Neurophysiology Clinic LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 13
Participants Small participant base: 27th
Percentile by assets National rank: $118,976
Avg per participant Near avg balance/head

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Official DOL plan name: Southlake Neurology 401(k) Plan · Sponsored by Southlake Neurology & Neurophysiology Clinic LLC · Texas · Other Services

$2M in assets, 13 participants

Southlake Neurology & Neurophysiology Clinic LLC's Southlake Neurology 401(k) Plan reported $2M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#3,974 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Southlake Neurology 401(k) Plan ranks #3,974 of 7,719 2024 filers by assets (1298% of the sector average)-$2M for 13 participants.

#3,974
in Other Services (7,719 peers): +15.1%
assets growth YoY

Southlake Neurology 401(k) Plan among the smaller filed plans by assets

Southlake Neurology 401(k) Plan vs every filed plan by assets

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

$1,546,692 27th percentile higher than 27% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Southlake Neurology 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southlake Neurology 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Southlake Neurology 401(k) Plan reported net income fell from $273K in the plan year 2023 filing to $203K in the plan year 2024 filing.
Southlake Neurology 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 205689289 · Southlake Neurology & Neurophysiology Clinic LLC PY 2024 · 401(k)

Southlake Neurology 401(k) Plan · $2M · 13 · 27th

IND $2M
IND 13
IND 27th
IND 401(k)
IND near Lester, Greene & Mccord 401(k) Plan
IND ind #3974

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 Other Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Southlake Neurology 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$203K
Employer EIN	205689289
Plan Effective Date	2009-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Southlake Neurology & Neurophysiology Clinic LLC)

Latest sponsor-wide plan assets: $2M 44.417169550761024% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	11	$1M
2023	1	13	$1M
2024	1	13	$2M

Nearby 401(k) Plans in Texas

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

Southlake Neurology 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Southlake Neurology 401(k) Plan side-by-side with 3 peers →

Southlake Neurology 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lester, Greene & Mccord 401(k) Plan in TN ($2M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Lester, Greene & Mccord 401(k) Plan (TN) $2M · 22
Pet Valu 401(k) Plan (FL) $2M · 17
Averill Hospitality LLC 401(k) Plan (MT) $2M · 498
Rengel & Company, Architects, Inc. 401(k) Profit Sharing Plan (CA) $2M · 7

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off

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 Southlake Neurology 401(k) Plan assets move in 2024? ▼

Southlake Neurology 401(k) Plan grew sharply - up 15.1% during 2024, from $1M to $2M. Reported net income was $203K.

How have Southlake Neurology & Neurophysiology Clinic LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southlake Neurology & Neurophysiology Clinic LLC's sponsor-wide assets grew 44.4%, from $1M to $2M.

Which 401(k) plans are similar in size to Southlake Neurology 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lester, Greene & Mccord 401(k) Plan in TN ($2M, 22 participants).

Which 401(k) plans cover a similar participant headcount to Southlake Neurology 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 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 205689289.