401(k) · DOL Form 5500 · 2024

Southern Ca Orthopedic Inst 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
578
Participants Below avg headcount
81st
Percentile by assets National rank
$67,494
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Scoi 401(k) Plan and Trust · Sponsored by Southern Ca Orthopedic Inst · California · Healthcare & Social Assistance

$39M in assets, 578 participants

Southern Ca Orthopedic Inst's Scoi 401(k) Plan and Trust reported $39M in total assets and 578 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,175 in Healthcare & Social Assistance (16,916 peers)

Where Scoi 401(k) Plan and Trust sits by assets

Scoi 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $39M for 578 participants (~$67,494/participant), up 8.4% in 2024.

#14,175
in Healthcare & Social Assistance (16,916 peers)
+8.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Scoi 401(k) Plan and Trust's outsized position by total assets

Scoi 401(k) Plan and Trust vs every filed plan by assets

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

$39,011,251 Top 19% higher than 81% 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 401(k) Plan and Trust 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 401(k) Plan and Trust sits mid-pack in the medium band (578 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scoi 401(k) Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Scoi 401(k) Plan and Trust end-of-year assets rose from $36M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Scoi 401(k) Plan and Trust reported participants rose from 556 in the plan year 2023 filing to 578 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953150156 · Southern Ca Orthopedic Inst PY 2024 · 401(k)

Scoi 401(k) Plan and Trust · $39M · 578 · 81st

  • PHOTO $39M
  • IND 578
  • EOY 81st
  • 5500 401(k)
  • ASSETS near Rcr Enterprises, LLC 401(k) Profit Sharing Plan
  • PCT ind #14175

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 401(k) Plan and Trust in the asset neighbourhood

Kramer Beverage Co. , LLC Employees' Profit Sharing PlanKramer Beverage Co. , LLC Em…$39MScoi 401(k) Plan and Trust$39MRcr Enterprises, LLC 401(k) Profit Sharing PlanRcr Enterprises, LLC 401(k) …$39MDaniel Coker Horton & Bell, P.a. Profit Sharing 401(k) PlanDaniel Coker Horton & Bell, …$39MAlliantgroup LP 401(k) Plan$39M
End-of-year total assets ($M) among Scoi 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$39M
Net Income$3M
Employer EIN953150156
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Ca Orthopedic Inst)

Sponsor-wide plan assets over time

All Southern Ca Orthopedic Inst 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 401(k) Plans in California

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

Scoi 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Scoi 401(k) Plan and Trust, Total assets ($B): 0.039011251 · Participants: 578Scoi 401(k) Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Scoi 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Scoi 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Rcr Enterprises, LLC 401(k) Profit Sharing Plan in NC ($39M); by covered participants it is Jl Audio 401(k) Plan in FL (578 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (578 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 401(k) Plan and Trust assets move in 2024? ▼
Scoi 401(k) Plan and Trust grew at a solid clip - up 8.4% during 2024, from $36M to $39M. Reported net income was $3M.
How have Southern Ca Orthopedic Inst plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Ca Orthopedic Inst's sponsor-wide assets grew 17.5%, from $56M to $65M.
Where does Scoi 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Scoi 401(k) Plan and Trust ranks in the 81st 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 401(k) plans are similar in size to Scoi 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rcr Enterprises, LLC 401(k) Profit Sharing Plan in NC ($39M, 381 participants).
Which 401(k) plans cover a similar participant headcount to Scoi 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jl Audio 401(k) Plan in FL (578 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 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.