Profit Sharing · DOL Form 5500 · 2024
Southlake Orthopaedics Sports Medicine & Spine Center, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $153,071
- Avg per participant Above avg balance/head
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.
- #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.
- #11,983
- in Healthcare & Social Assistance (16,916 peers)
- +4.2%
- assets growth YoY
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
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
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing 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. Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan sits mid-pack in the medium band (105 participants).
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.
Published 5500 schedule card
Filing strip 721353855 · Southlake Orthopaedics Sports Medicine & Spine Center, P.C. PY 2024 · Profit Sharing
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan · $16M · 105 · 66th
- IND $16M
- IND 105
- IND 66th
- IND Profit Sharing
- IND near Center for Energy and Environment 403(b) Plan
- IND ind #11983
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 →
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Southlake Orthopaedics Sports Medicine & Spine Center, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 16.53645050675361% vs 2022
- 2024 filing year
| 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.
- 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
Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Center for Energy and Environment 403(b) Plan in MN ($16M); by covered participants it is Alproem Engineering Contractor Retirement Plan in PR (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.