401(k) · DOL Form 5500 · 2024
The Surgery Center at Southwoods, LLC 401(k) Plan
Data updated 2026-08-11
- $59M
- Total assets
- 1,081
- Participants
- 86th
- Percentile by assets
- $54,708
- Avg per participant
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.
- 86th percentile by assets (of 123,622 plans)
- #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.
- $59M
- total plan assets (2024 EOY)
- 1,081
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $54,708
- avg assets per participant
Where Southwoods Health 401(k) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Southwoods Health 401(k) Plan vs the 2024 asset distribution
By assets, Southwoods Health 401(k) Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $7M |
| Employer EIN | 421562638 |
| Plan Effective Date | 2006-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Surgery Center at Southwoods, LLC)
| 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
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southwoods Health 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Southwoods Health 401(k) Plan assets move in 2024? ▼
How have The Surgery Center at Southwoods, LLC plan assets changed over time? ▼
Where does Southwoods Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Southwoods Health 401(k) Plan? ▼
Next read for Southwoods Health 401(k) Plan
Scale reading
Ways to act on Southwoods Health 401(k) Plan's numbers.
- By total assets, Southwoods Health 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- The Surgery Center at Southwoods, LLC's sponsor-wide assets have grown 41.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans