Plan5500

Southern College Of Optometry — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southern College Of Optometry (EIN 62-0548917) is a plan sponsor located in Memphis, TN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-0548917
Location
Memphis, TN
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$75.9MSummed across loaded plans$75,939,358
Total reported assets$75.9M$75,939,358
Total reported participants586
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$75.9M total assets
Net assets$75.9MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$927.4K
Total income / additions$11.6M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.6M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Southern College Of Optometry Defined Contribution Plan
Participants per plan293Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Southern College Of Optometry Defined Contribution Plan$75.9M
    Plan #002 · 410 participants · 2023
  2. 2
    Southern College Of Optometry Welfare Benefits Plannot reported in the loaded dataset
    Plan #505 · 176 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southern College Of Optometry
YearPlanParticipantsSchedulesFiling
2023Southern College Of Optometry Defined Contribution Plan410H, C20250220154433NAL0008952528001
2023Southern College Of Optometry Welfare Benefits Plan176—20250224102057NAL0015375520001

Related Form 5500 pages