401(k) · DOL Form 5500 · 2024
Southeastern Spine Institute 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $93,236
- Avg per participant Below avg balance/head
Official DOL plan name: Southeastern Spine Institute 401(k) Profit Sharing Plan · Sponsored by Southeastern Spine Institute · South Carolina · Healthcare & Social Assistance
$8M in assets, 81 participants
Southeastern Spine Institute's Southeastern Spine Institute 401(k) Profit Sharing Plan reported $8M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,240 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Southeastern Spine Institute 401(k) Profit Sharing Plan holds $8M for 81 participants - about $93,236 per participant, above the median plan by assets.
- #9,240
- in Healthcare & Social Assistance (16,916 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $482K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southeastern Spine Institute 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Southeastern Spine Institute 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,552,141 Top 50% higher than 50% 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
Southeastern Spine Institute 401(k) Profit Sharing 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. Southeastern Spine Institute 401(k) Profit Sharing Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southeastern Spine Institute 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$482K in the plan year 2024 filing.
- Southeastern Spine Institute 401(k) Profit Sharing Plan reported participants fell from 90 in the plan year 2023 filing to 81 in the plan year 2024 filing.
- Southeastern Spine Institute 401(k) Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
DOL schedule card
Filing strip 320058385 · Southeastern Spine Institute PY 2024 · 401(k)
Southeastern Spine Institute 401(k) Profit Sharing Plan · $8M · 81 · 50th
- VS-ST $8M
- VS-ST 81
- VS-ST 50th
- VS-ST 401(k)
- VS-ST near Phoenix Oversight Group 401(k) Plan
- VS-ST ind #9240
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 South Carolina →
Southeastern Spine Institute 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$482K |
| Employer EIN | 320058385 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeastern Spine Institute)
Sponsor-wide plan assets over time
All Southeastern Spine Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 8.373738342004602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $7M |
| 2023 | 1 | 90 | $8M |
| 2024 | 1 | 81 | $8M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Southeastern Spine Institute 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Phoenix Oversight Group 401(k) Plan in VA ($8M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Phoenix Oversight Group 401(k) Plan (VA) $8M · 121
- Semicat Inc. 401(k) Plan (TX) $8M · 19
- Tufco 401(k) Plan (WI) $8M · 248
- Bear Real Estate Group 401(k) Plan (WI) $8M · 170
Similar participant headcount
Nearest other-state filings by covered participants (81 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.