Profit Sharing · DOL Form 5500 · 2024
Southlake Orthopaedics Sports Medicine & Spine Center, P.C. Profit Sharing Plan
Data updated 2026-08-11
- $16M
- Total assets
- 105
- Participants
- 66th
- Percentile by assets
- $153,071
- Avg per participant
Official DOL plan name: Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan · Sponsored by Southlake Orthopaedics Sports Medicine & Spine Center, P.C. · Alabama · Healthcare & Social Assistance
$16M in assets, 105 participants
Southlake Orthopaedics Sports Medicine & Spine Center, P.C.'s Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan reported $16M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 123,622 plans)
- #11,983 in Healthcare & Social Assistance (16,916 peers)
Coverage in Alabama
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan covers 105 participants in Alabama, about 29% of the average Alabama filer (state average ~360 per filing). Assets: $16M.
- $16M
- total plan assets (2024 EOY)
- 105
- covered participants
- 66th
- percentile by assets (of 123,622 plans)
- $153,071
- avg assets per participant
Where Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan sits by total assets
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,072,487 Top 34% higher than 66% 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
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $648K in the plan year 2024 filing.
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan reported participants rose from 103 in the plan year 2023 filing to 105 in the plan year 2024 filing.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan reports 105 participants - about 29% of that state average ($16M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $648K |
| Employer EIN | 721353855 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southlake Orthopaedics Sports Medicine & Spine Center, P.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $14M |
| 2023 | 1 | 103 | $15M |
| 2024 | 2 | 105 | $16M |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
- The Health Care Authority for Baptist Health Matching Dollar Plan $49M · 2,217
- Ewtn 403(b) Retirement Savings Plan $41M · 468
- Pathology Associates, P.C. Profit Sharing Plan and Trust $35M · 40
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $28M · 16
- Auto Investment, Inc. 401(k) Plan $27M · 401
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan's numbers.
- By total assets, Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Alabama. Compare plans
- Southlake Orthopaedics Sports Medicine & Spine Center, P.C.'s sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans