401(k) · DOL Form 5500 · 2024

Southern Orthopaedic Alliance, PLLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
188
Participants Below avg headcount
55th
Percentile by assets National rank
$50,397
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Southern Orthopaedic Alliance 401(k) Retirement Plan · Sponsored by Southern Orthopaedic Alliance, PLLC · Alabama · Healthcare & Social Assistance

$9M in assets, 188 participants

Southern Orthopaedic Alliance, PLLC's Southern Orthopaedic Alliance 401(k) Retirement Plan reported $9M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,149 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Southern Orthopaedic Alliance 401(k) Retirement Plan holds $9M for 188 participants - about $50,397 per participant, above the median plan by assets.

#10,149
in Healthcare & Social Assistance (16,916 peers)
$4M
reported net income

Southern Orthopaedic Alliance 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern Orthopaedic Alliance 401(k) Retirement Plan vs every filed plan by assets

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

$9,474,618 Top 45% higher than 55% 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

Southern Orthopaedic Alliance 401(k) Retirement 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. Southern Orthopaedic Alliance 401(k) Retirement Plan sits mid-pack in the medium band (188 participants).

EBSA filing schedule strip

Filing strip 922164113 · Southern Orthopaedic Alliance, PLLC PY 2024 · 401(k)

Southern Orthopaedic Alliance 401(k) Retirement Plan · $9M · 188 · 55th

  • SCH $9M
  • EBSA 188
  • PART 55th
  • TYPE 401(k)
  • NET near Nav Technologies 401(k) Plan
  • BOOK ind #10149

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 →

Southern Orthopaedic Alliance 401(k) Retirement Plan in the asset neighbourhood

Kbm Office Equipment, Inc. 401(k) Profit Sharing PlanKbm Office Equipment, Inc. 4…$9MSouthern Orthopaedic Alliance 401(k) Retirement PlanSouthern Orthopaedic Allianc…$9MNav Technologies 401(k) Plan$9MSafe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc.Safe Harbor 401(k) Profit Sh…$9MIntegrated Community Alternatives Network, Inc. 401(k) Profit Sharing Plan & TrustIntegrated Community Alterna…$9M
End-of-year total assets ($M) among Southern Orthopaedic Alliance 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$9M
Net Income$4M
Employer EIN922164113
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Southern Orthopaedic Alliance 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Southern Orthopaedic Alliance 401(k) Retirement Plan, Total assets ($B): 0.009474618 · Participants: 188Southern Orthopaedic Alliance 401(k) Retirement 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
Southern Orthopaedic Alliance 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Southern Orthopaedic Alliance 401(k) Retirement Plan side-by-side with 3 peers →

Southern Orthopaedic Alliance 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Nav Technologies 401(k) Plan in UT ($9M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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

Which 401(k) plans are similar in size to Southern Orthopaedic Alliance 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nav Technologies 401(k) Plan in UT ($9M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Southern Orthopaedic Alliance 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Rehab, LLC 401(k) Plan in NC (188 participants, $7M 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 922164113.

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.