Profit Sharing · DOL Form 5500 · 2024

Southern California Orthopedic Institute, LP Profit Sharing Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
127
Participants Small participant base
75th
Percentile by assets National rank
$208,445
Avg per participant Above avg balance/head
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Official DOL plan name: Scoi Profit Sharing Plan · Sponsored by Southern California Orthopedic Institute, LP · California · Healthcare & Social Assistance

$26M in assets, 127 participants

Southern California Orthopedic Institute, LP's Scoi Profit Sharing Plan reported $26M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,365 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Scoi Profit Sharing Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $26M.

#13,365
in Healthcare & Social Assistance (16,916 peers)
-4.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scoi Profit Sharing Plan's outsized position by total assets

Scoi Profit Sharing Plan vs every filed plan by assets

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

$26,472,508 Top 25% higher than 75% 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

Scoi 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. Scoi Profit Sharing Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scoi Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Scoi Profit Sharing Plan end-of-year assets fell from $28M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Scoi Profit Sharing Plan reported participants rose from 123 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953150156 · Southern California Orthopedic Institute, LP PY 2024 · Profit Sharing

Scoi Profit Sharing Plan · $26M · 127 · 75th

  • TYPE $26M
  • TYPE 127
  • TYPE 75th
  • TYPE Profit Sharing
  • TYPE near Liberty Pattern Company Profit Sharing Plan
  • TYPE ind #13365

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 California →

Scoi Profit Sharing Plan in the asset neighbourhood

American Society for Quality Retirement Savings PlanAmerican Society for Quality…$27MPine Street Inn, Inc. Retirement PlanPine Street Inn, Inc. Retire…$27MZamler, Mellen & Shiffman Profit Sharing PlanZamler, Mellen & Shiffman Pr…$27MScoi Profit Sharing Plan$26MLiberty Pattern Company Profit Sharing PlanLiberty Pattern Company Prof…$26M
End-of-year total assets ($M) among Scoi Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income-$1M
Employer EIN953150156
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern California Orthopedic Institute, LP)

Sponsor-wide plan assets over time

All Southern California Orthopedic Institute, LP plans reported in each filing year

Latest sponsor-wide plan assets
$65M 17.49667464741717% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.7M $65.5M ▲ +17.5%
Year Plans Participants Total Assets
2022 2 637 $56M
2023 2 679 $64M
2024 2 705 $65M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Scoi Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Scoi Profit Sharing Plan, Total assets ($B): 0.026472508 · Participants: 127Scoi Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Scoi Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Scoi Profit Sharing Plan side-by-side with 3 peers →

Scoi Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Liberty Pattern Company Profit Sharing Plan in IA ($26M); by covered participants it is Nassau Suffolk Services for the Autistic Inc. 403(b) Plan in NY (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Scoi Profit Sharing Plan assets move in 2024? ▼
Scoi Profit Sharing Plan edged down modestly - down 4.8% during 2024, from $28M to $26M. Reported net income was -$1M.
How have Southern California Orthopedic Institute, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern California Orthopedic Institute, LP's sponsor-wide assets grew 17.5%, from $56M to $65M.
Where does Scoi Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Scoi Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Scoi Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Liberty Pattern Company Profit Sharing Plan in IA ($26M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Scoi Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nassau Suffolk Services for the Autistic Inc. 403(b) Plan in NY (127 participants, $7M 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 953150156.

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.