401(k) · DOL Form 5500 · 2024

Sovi Joseph, M.D., P.a. 401(k) Plan

Data updated 2026-08-25

$624K
Total assets Small plan by assets
N/A
Participants Small participant base
19th
Percentile by assets National rank
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Official DOL plan name: Sovi Joseph, M.D., P.a. 401(k) Plan · Sponsored by Sovi Joseph, M.D., P.a. · Florida · Healthcare & Social Assistance

$624K in assets, N/A participants

Sovi Joseph, M.D., P.a.'s Sovi Joseph, M.D., P.a. 401(k) Plan reported $624K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,511 in Healthcare & Social Assistance (16,916 peers)

Sovi Joseph, M.D., P.a. multi-year trail

Sovi Joseph, M.D., P.a.'s plans moved -85.8% in assets from 2022 to 2024; this filing shows Sovi Joseph, M.D., P.a. 401(k) Plan at $624K / N/A participants.

#2,511
in Healthcare & Social Assistance (16,916 peers)
-65.7%
assets change YoY

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.

Sovi Joseph, M.D., P.a. 401(k) Plan among the smaller filed plans by assets

Sovi Joseph, M.D., P.a. 401(k) Plan vs every filed plan by assets

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

$623,883 19th percentile higher than 19% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sovi Joseph, M.D., P.a. 401(k) Plan reported net income fell from $254K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Sovi Joseph, M.D., P.a. 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $624K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 205641739 · Sovi Joseph, M.D., P.a. PY 2024 · 401(k)

Sovi Joseph, M.D., P.a. 401(k) Plan · $624K · N/A · 19th

  • EIN $624K
  • RANK N/A
  • PHOTO 19th
  • IND 401(k)
  • EOY near Nidaros3 401(k)
  • 5500 ind #2511

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 Florida →

Sovi Joseph, M.D., P.a. 401(k) Plan in the asset neighbourhood

Sovi Joseph, M.D., P.a. 401(k) PlanSovi Joseph, M.D., P.a. 401(…$624KNidaros3 401(k)$624KManhattan Home Care, Ltd 401(k) PlanManhattan Home Care, Ltd 401…$624KSips Consults Corp 401(k) Profit Sharing Plan & TrustSips Consults Corp 401(k) Pr…$624KWilburton Family Dentistry, LLC 401(k)Wilburton Family Dentistry, …$624K
End-of-year total assets ($M) among Sovi Joseph, M.D., P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sovi Joseph, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Sovi Joseph, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$624K 85.80844264853204% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $4.4M $0.62M ▼ -85.9%
Year Plans Participants Total Assets
2022 2 6 $4M
2023 1 N/A $2M
2024 1 N/A $624K

Sovi Joseph, M.D., P.a. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$624K
Net Income-$1M
Employer EIN205641739
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sovi Joseph, M.D., P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sovi Joseph, M.D., P.a. 401(k) Plan, Total assets ($B): 0.000623883 · Participants: 0Sovi Joseph, M.D., P.a. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sovi Joseph, M.D., P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sovi Joseph, M.D., P.a. 401(k) Plan side-by-side with 3 peers →

Sovi Joseph, M.D., P.a. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Florida, the nearest 401(k) by end-of-year assets is Nidaros3 401(k) in VA at $624K (this filing: $624K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($624K here).

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 Sovi Joseph, M.D., P.a. 401(k) Plan assets move in 2024? ▼
Sovi Joseph, M.D., P.a. 401(k) Plan contracted severely - down 65.7% during 2024, from $2M to $624K. Reported net income was -$1M.
How have Sovi Joseph, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovi Joseph, M.D., P.a.'s sponsor-wide assets declined 85.8%, from $4M to $624K.
Where does Sovi Joseph, M.D., P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sovi Joseph, M.D., P.a. 401(k) Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sovi Joseph, M.D., P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nidaros3 401(k) in VA ($624K, 1 participant).

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 205641739.

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.