401(k) · DOL Form 5500 · 2024

Southern Orthopedic Associates, Sc 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
114
Participants Small participant base
72nd
Percentile by assets National rank
$195,904
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Orthopedic Associates 401(k) Profit Sharing Plan · Sponsored by Southern Orthopedic Associates, Sc · Illinois · Healthcare & Social Assistance

$22M in assets, 114 participants

Southern Orthopedic Associates, Sc's Southern Orthopedic Associates 401(k) Profit Sharing Plan reported $22M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,950 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Southern Orthopedic Associates 401(k) Profit Sharing Plan covers 114 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $22M.

#12,950
in Healthcare & Social Assistance (16,916 peers)
-4.1%
assets change YoY

The plan reported a net loss of $968K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Orthopedic Associates 401(k) Profit Sharing Plan's outsized position by total assets

Southern Orthopedic Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,333,077 Top 28% higher than 72% 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

Southern Orthopedic Associates 401(k) Profit Sharing 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. Southern Orthopedic Associates 401(k) Profit Sharing Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Orthopedic Associates 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2023 filing to -$968K in the plan year 2024 filing.
  • Southern Orthopedic Associates 401(k) Profit Sharing Plan reported participants fell from 127 in the plan year 2023 filing to 114 in the plan year 2024 filing.
  • Southern Orthopedic Associates 401(k) Profit Sharing Plan end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 371395805 · Southern Orthopedic Associates, Sc PY 2024 · 401(k)

Southern Orthopedic Associates 401(k) Profit Sharing Plan · $22M · 114 · 72nd

  • ASSETS $22M
  • PCT 114
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near Galleher LLC 401(k) Profit Sharing Plan
  • IND ind #12950

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 Illinois →

Southern Orthopedic Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Southern Orthopedic Associates 401(k) Profit Sharing PlanSouthern Orthopedic Associat…$22MGalleher LLC 401(k) Profit Sharing PlanGalleher LLC 401(k) Profit S…$22MCongressional Country Club, Inc. Retirement Savings PlanCongressional Country Club, …$22MChatham Orthopaedic Associates, P.a. Retirement PlanChatham Orthopaedic Associat…$22MUnited Initiators, Inc. 401(k) PlanUnited Initiators, Inc. 401(…$22M
End-of-year total assets ($M) among Southern Orthopedic Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$968K
Employer EIN371395805
Plan Effective Date1979-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Orthopedic Associates, Sc)

Sponsor-wide plan assets over time

All Southern Orthopedic Associates, Sc plans reported in each filing year

Latest sponsor-wide plan assets
$22M 26.702894013006162% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $30.5M $22.3M ▼ -26.7%
Year Plans Participants Total Assets
2022 1 130 $30M
2023 1 127 $23M
2024 1 114 $22M

Nearby 401(k) Plans in Illinois

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

Southern Orthopedic Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Southern Orthopedic Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.022333077 · Participants: 114Southern Orthopedic Associates 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Southern Orthopedic Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Southern Orthopedic Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southern Orthopedic Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Galleher LLC 401(k) Profit Sharing Plan in MI ($22M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Southern Orthopedic Associates 401(k) Profit Sharing Plan assets move in 2024? ▼
Southern Orthopedic Associates 401(k) Profit Sharing Plan edged down modestly - down 4.1% during 2024, from $23M to $22M. Reported net income was -$968K.
How have Southern Orthopedic Associates, Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Orthopedic Associates, Sc's sponsor-wide assets declined 26.7%, from $30M to $22M.
Which 401(k) plans are similar in size to Southern Orthopedic Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Galleher LLC 401(k) Profit Sharing Plan in MI ($22M, 376 participants).
Which 401(k) plans cover a similar participant headcount to Southern Orthopedic Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 371395805.

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.