401(k) · DOL Form 5500 · 2024

Southview Medical Group, P.C. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
324
Participants Below avg headcount
85th
Percentile by assets National rank
$163,177
Avg per participant Above avg balance/head
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Official DOL plan name: Southview Medical Group, P. C. 401(k) Plan · Sponsored by Southview Medical Group, P.C. · Alabama · Healthcare & Social Assistance

$53M in assets, 324 participants

Southview Medical Group, P.C.'s Southview Medical Group, P. C. 401(k) Plan reported $53M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,710 in Healthcare & Social Assistance (16,916 peers)

Where Southview Medical Group, P. C. 401(k) Plan sits by assets

Southview Medical Group, P. C. 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 324 participants (~$163,177/participant), up 5.1% in 2024.

#14,710
in Healthcare & Social Assistance (16,916 peers)
+5.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Southview Medical Group, P. C. 401(k) Plan's outsized position by total assets

Southview Medical Group, P. C. 401(k) Plan vs every filed plan by assets

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

$52,869,373 Top 15% higher than 85% 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

Southview Medical Group, P. C. 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. Southview Medical Group, P. C. 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southview Medical Group, P. C. 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Southview Medical Group, P. C. 401(k) Plan reported participants rose from 207 in the plan year 2023 filing to 324 in the plan year 2024 filing.
  • Southview Medical Group, P. C. 401(k) Plan end-of-year assets rose from $50M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 631185612 · Southview Medical Group, P.C. PY 2024 · 401(k)

Southview Medical Group, P. C. 401(k) Plan · $53M · 324 · 85th

  • SCH $53M
  • EBSA 324
  • PART 85th
  • TYPE 401(k)
  • NET near July Pooled Employer Plan #2
  • BOOK ind #14710

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 Alabama →

Southview Medical Group, P. C. 401(k) Plan in the asset neighbourhood

Securus 401(k) Plan$53MSouthview Medical Group, P. C. 401(k) PlanSouthview Medical Group, P. …$53MJuly Pooled Employer Plan #2$53MDenver School of Science and Technology 401(k) PlanDenver School of Science and…$53MDonahue Fitzgerald LLP 401(k) Profit Sharing PlanDonahue Fitzgerald LLP 401(k…$53M
End-of-year total assets ($M) among Southview Medical Group, P. C. 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)$50M
Net Assets (End of Year)$53M
Net Income$3M
Employer EIN631185612
Plan Effective Date1966-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Southview Medical Group, P.C.)

Sponsor-wide plan assets over time

All Southview Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 28.796187178378744% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $41.1M $52.9M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 204 $41M
2023 1 207 $50M
2024 1 324 $53M

Nearby 401(k) Plans in Alabama

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

Southview Medical Group, P. C. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Southview Medical Group, P. C. 401(k) Plan, Total assets ($B): 0.052869373 · Participants: 324Southview Medical Group, P. C. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Southview Medical Group, P. C. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Southview Medical Group, P. C. 401(k) Plan side-by-side with 3 peers →

Southview Medical Group, P. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is July Pooled Employer Plan #2 in TX ($53M); by covered participants it is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Southview Medical Group, P. C. 401(k) Plan assets move in 2024? ▼
Southview Medical Group, P. C. 401(k) Plan grew at a solid clip - up 5.1% during 2024, from $50M to $53M. Reported net income was $3M.
How have Southview Medical Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southview Medical Group, P.C.'s sponsor-wide assets grew 28.8%, from $41M to $53M.
Where does Southview Medical Group, P. C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Southview Medical Group, P. C. 401(k) Plan ranks in the 85th 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 Southview Medical Group, P. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is July Pooled Employer Plan #2 in TX ($53M, 4,432 participants).
Which 401(k) plans cover a similar participant headcount to Southview Medical Group, P. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 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 631185612.

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.