401(k) · DOL Form 5500 · 2024

Southview Senior Living Management LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
466
Participants Below avg headcount
63rd
Percentile by assets National rank
$30,443
Avg per participant Low balance/head
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Official DOL plan name: Southview Senior Communities 401(k) Plan · Sponsored by Southview Senior Living Management LLC · Minnesota · Healthcare & Social Assistance

$14M in assets, 466 participants

Southview Senior Living Management LLC's Southview Senior Communities 401(k) Plan reported $14M in total assets and 466 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #11,572 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Southview Senior Communities 401(k) Plan covers 466 participants in Minnesota, about 41% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.

#11,572
in Healthcare & Social Assistance (16,916 peers)
+12.4%
assets growth YoY

Southview Senior Communities 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southview Senior Communities 401(k) Plan vs every filed plan by assets

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

$14,186,429 Top 37% higher than 63% 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

Southview Senior Communities 401(k) Plan 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. Southview Senior Communities 401(k) Plan sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southview Senior Communities 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southview Senior Communities 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Southview Senior Communities 401(k) Plan reported participants rose from 455 in the plan year 2023 filing to 466 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261942031 · Southview Senior Living Management LLC PY 2024 · 401(k)

Southview Senior Communities 401(k) Plan · $14M · 466 · 63rd

  • EIN $14M
  • RANK 466
  • PHOTO 63rd
  • IND 401(k)
  • EOY near Walsh Engineering Services, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #11572

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 Minnesota →

Southview Senior Communities 401(k) Plan in the asset neighbourhood

Southview Senior Communities 401(k) PlanSouthview Senior Communities…$14MWalsh Engineering Services, Inc. 401(k) Profit Sharing PlanWalsh Engineering Services, …$14MGreenfield Industries, Inc. 401(k) PlanGreenfield Industries, Inc. …$14MReddit 401(k) Plan$14MConcord Advisory Group Retirement Savings PlanConcord Advisory Group Retir…$14M
End-of-year total assets ($M) among Southview Senior Communities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN261942031
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southview Senior Living Management LLC)

Sponsor-wide plan assets over time

All Southview Senior Living Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 46.22496710140806% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.7M $14.2M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 422 $10M
2023 1 455 $13M
2024 1 466 $14M

Nearby 401(k) Plans in Minnesota

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

Southview Senior Communities 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Southview Senior Communities 401(k) Plan, Total assets ($B): 0.014186429 · Participants: 466Southview Senior Communities 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Southview Senior Communities 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Southview Senior Communities 401(k) Plan side-by-side with 3 peers →

Southview Senior Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Walsh Engineering Services, Inc. 401(k) Profit Sharing Plan in MA ($14M); by covered participants it is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Southview Senior Communities 401(k) Plan assets move in 2024? ▼
Southview Senior Communities 401(k) Plan grew at a solid clip - up 12.4% during 2024, from $13M to $14M. Reported net income was $2M.
How have Southview Senior Living Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southview Senior Living Management LLC's sponsor-wide assets grew 46.2%, from $10M to $14M.
Which 401(k) plans are similar in size to Southview Senior Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walsh Engineering Services, Inc. 401(k) Profit Sharing Plan in MA ($14M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Southview Senior Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants, $8M 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 261942031.

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.