401(k) · DOL Form 5500 · 2024

The Surgery Center at Southwoods, LLC 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
1,081
Participants Near avg headcount
86th
Percentile by assets National rank
$54,708
Avg per participant Low balance/head
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Official DOL plan name: Southwoods Health 401(k) Plan · Sponsored by The Surgery Center at Southwoods, LLC · Ohio · Healthcare & Social Assistance

$59M in assets, 1,081 participants

The Surgery Center at Southwoods, LLC's Southwoods Health 401(k) Plan reported $59M in total assets and 1,081 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,883 in Healthcare & Social Assistance (16,916 peers)

Where Southwoods Health 401(k) Plan sits by assets

Southwoods Health 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 1,081 participants (~$54,708/participant), up 12.4% in 2024.

#14,883
in Healthcare & Social Assistance (16,916 peers)
+12.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Southwoods Health 401(k) Plan's outsized position by total assets

Southwoods Health 401(k) Plan vs every filed plan by assets

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

$59,139,655 Top 14% higher than 86% 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

Southwoods Health 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwoods Health 401(k) Plan lands in the large band (1,081 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwoods Health 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Southwoods Health 401(k) Plan reported participants rose from 906 in the plan year 2023 filing to 1,081 in the plan year 2024 filing.
  • Southwoods Health 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $59M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421562638 · The Surgery Center at Southwoods, LLC PY 2024 · 401(k)

Southwoods Health 401(k) Plan · $59M · 1,081 · 86th

  • ASSETS $59M
  • PCT 1,081
  • EIN 86th
  • RANK 401(k)
  • PHOTO near Cgi Technologies and Solutions Sca 401(k) Savings Plan
  • IND ind #14883

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 Ohio →

Southwoods Health 401(k) Plan in the asset neighbourhood

Southwoods Health 401(k) Plan$59MCgi Technologies and Solutions Sca 401(k) Savings PlanCgi Technologies and Solutio…$59MEthos Group 401(k) Plan$59MBoston School Bus Drivers Deferred Retirement and Savings PlanBoston School Bus Drivers De…$59MFarmers Alliance Companies 401(k) PlanFarmers Alliance Companies 4…$59M
End-of-year total assets ($M) among Southwoods Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$7M
Employer EIN421562638
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Surgery Center at Southwoods, LLC)

Sponsor-wide plan assets over time

All The Surgery Center at Southwoods, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 41.11684781778726% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $41.9M $59.1M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 832 $42M
2023 1 906 $53M
2024 1 1,081 $59M

Nearby 401(k) Plans in Ohio

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

Southwoods Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Southwoods Health 401(k) Plan, Total assets ($B): 0.059139655 · Participants: 1081Southwoods Health 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Southwoods Health 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Southwoods Health 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Cgi Technologies and Solutions Sca 401(k) Savings Plan in VA ($59M); by covered participants it is Smurfit Kappa North America 401(k)/Profit Sharing Plan in TX (1,081 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,081 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 Southwoods Health 401(k) Plan assets move in 2024? ▼
Southwoods Health 401(k) Plan grew at a solid clip - up 12.4% during 2024, from $53M to $59M. Reported net income was $7M.
How have The Surgery Center at Southwoods, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Surgery Center at Southwoods, LLC's sponsor-wide assets grew 41.1%, from $42M to $59M.
Where does Southwoods Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Southwoods Health 401(k) Plan ranks in the 86th 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 Southwoods Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cgi Technologies and Solutions Sca 401(k) Savings Plan in VA ($59M, 2,250 participants).
Which 401(k) plans cover a similar participant headcount to Southwoods Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smurfit Kappa North America 401(k)/Profit Sharing Plan in TX (1,081 participants, $118M 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 421562638.

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.