Department of Labor filing

HEALTHCARE SOUTH P.C.

HEALTHCARE SOUTH RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 11, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

65filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$10,439

Reported employer contributions per active participant.

Higher than about 92% of comparable plans

#People in the filing

190

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$746 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 2% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202465out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions92nd percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense2nd percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HEALTHCARE SOUTH P.C. reported $1,983,318 in employer contributions across the plan and 190 active participants. That works out to $10,439 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy55%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 10.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 24.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context65/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,983,318
Participant contributions: $1,422,395
Other contributions: $1,251,018
Employer share of reported contributions: 58.2%
Beginning assets: $66,208,297
Ending assets: $73,865,363
Ending net assets: $73,865,363
Ending liabilities: $0
Total income: $10,915,636
Total expenses: $3,258,570
Administrative expenses: $229,733
Participant loans: $167,264

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$9,453

2023

$10,372

2024

$10,439

Plan-paid administrative expenses per participant

2022

$984

2023

$949

2024

$746

Active participants

2022

169

2023

173

2024

190

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$10,439	190	73.9M	20250911131257NAL0000533073001
2023	$10,372	173	66.2M	20241004125358NAL0006706179001
2022	$9,453	169	59.6M	20230831150813NAL0004138883001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 043283986-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1996
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2G2J2K2F3D2E2A

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250911131257NAL0000533073001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗