401(k) · DOL Form 5500 · 2024
Southdale Pediatric Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $431,325
- Avg per participant High balance/head
Official DOL plan name: Southdale Pediatric Associates, Ltd. 401(k) Plan · Sponsored by Southdale Pediatric Associates, Ltd. · Minnesota · Healthcare & Social Assistance
$66M in assets, 153 participants
Southdale Pediatric Associates, Ltd.'s Southdale Pediatric Associates, Ltd. 401(k) Plan reported $66M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #15,029 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Southdale Pediatric Associates, Ltd. 401(k) Plan covers 153 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $66M.
- #15,029
- in Healthcare & Social Assistance (16,916 peers)
- +3.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Southdale Pediatric Associates, Ltd. 401(k) Plan's outsized position by total assets
Southdale Pediatric Associates, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,992,711 Top 13% higher than 87% 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
Southdale Pediatric Associates, Ltd. 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. Southdale Pediatric Associates, Ltd. 401(k) Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southdale Pediatric Associates, Ltd. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Southdale Pediatric Associates, Ltd. 401(k) Plan end-of-year assets rose from $64M in the plan year 2023 filing to $66M in the plan year 2024 filing.
- Southdale Pediatric Associates, Ltd. 401(k) Plan reported participants rose from 150 in the plan year 2023 filing to 153 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 410962307 · Southdale Pediatric Associates, Ltd. PY 2024 · 401(k)
Southdale Pediatric Associates, Ltd. 401(k) Plan · $66M · 153 · 87th
- BOY $66M
- BOY 153
- BOY 87th
- BOY 401(k)
- BOY near Wago Corporation 401(k) Plan
- BOY ind #15029
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 →
Southdale Pediatric Associates, Ltd. 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $2M |
| Employer EIN | 410962307 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southdale Pediatric Associates, Ltd.)
Sponsor-wide plan assets over time
All Southdale Pediatric Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 15.601270163854696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $57M |
| 2023 | 1 | 150 | $64M |
| 2024 | 1 | 153 | $66M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Southdale Pediatric Associates, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Wago Corporation 401(k) Plan in WI ($66M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Wago Corporation 401(k) Plan (WI) $66M · 236
- Eaglebank 401(k) Plan (MD) $66M · 436
- Datadirect Networks, Inc. Profit Sharing 401(k) Plan (CA) $66M · 435
- Zywave 401(k) Plan (WI) $66M · 658
Similar participant headcount
Nearest other-state filings by covered participants (153 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.