401(k) · DOL Form 5500 · 2024
Southeast Orthopedic Specialists, LLC 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 128
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $198,413
- Avg per participant Above avg balance/head
Official DOL plan name: Southeast Orthopedic Specialists 401(k) Plan and Trust · Sponsored by Southeast Orthopedic Specialists, LLC · Florida · Healthcare & Social Assistance
$25M in assets, 128 participants
Southeast Orthopedic Specialists, LLC's Southeast Orthopedic Specialists 401(k) Plan and Trust reported $25M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,275 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Southeast Orthopedic Specialists 401(k) Plan and Trust covers 128 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $25M.
- #13,275
- in Healthcare & Social Assistance (16,916 peers)
- +22.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Southeast Orthopedic Specialists 401(k) Plan and Trust's outsized position by total assets
Southeast Orthopedic Specialists 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,396,828 Top 25% higher than 75% 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
Southeast Orthopedic Specialists 401(k) Plan and Trust 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. Southeast Orthopedic Specialists 401(k) Plan and Trust sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southeast Orthopedic Specialists 401(k) Plan and Trust end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Southeast Orthopedic Specialists 401(k) Plan and Trust reported participants rose from 108 in the plan year 2023 filing to 128 in the plan year 2024 filing.
- Southeast Orthopedic Specialists 401(k) Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 593696338 · Southeast Orthopedic Specialists, LLC PY 2024 · 401(k)
Southeast Orthopedic Specialists 401(k) Plan and Trust · $25M · 128 · 75th
- BOOK $25M
- VS-ST 128
- BOY 75th
- SCH 401(k)
- EBSA near Davis-Elen Advertising, Inc. 401(k) Plan
- PART ind #13275
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 Florida →
Southeast Orthopedic Specialists 401(k) Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $5M |
| Employer EIN | 593696338 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeast Orthopedic Specialists, LLC)
Sponsor-wide plan assets over time
All Southeast Orthopedic Specialists, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 52.361420029810176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $17M |
| 2023 | 1 | 108 | $21M |
| 2024 | 1 | 128 | $25M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Southeast Orthopedic Specialists 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Davis-Elen Advertising, Inc. 401(k) Plan in CA ($25M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Kingland Systems, LLC 401(k) Plan (IA) 128 · 0 off
- Maval Industries, LLC 401(k) Plan (OH) 128 · 0 off
- Almaden 401(k) Plan (CA) 128 · 0 off
- Acolad Retirement Savings Plan (WI) 128 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.