Plan5500

Sonic Healthcare Usa Savings Plan — Form 5500 plan (Sonic Healthcare Usa, Inc.)

Plain-English plan 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, Sonic Healthcare Usa Savings Plan is a benefit plan reported by Sonic Healthcare Usa, Inc. under EIN 20-8907334 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,469 participants and $521,287,443 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$521.3MPlan net assets, end of year$521,287,443
Participants8.5KCovered participants reported8,469
Assets / participant$61.6KComputed: assets ÷ participants$61,552 (computed)
Provider compensation$494.5K6 Schedule C provider row(s)$494,515
Plan sponsor
Sonic Healthcare Usa, Inc.
EIN
20-8907334
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    8,469 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$521.3M total assets
Net assets$521.3MLiabilities$0
Money in vs. money out
Total income / additions$138M
Total expenses$62M
Benefits paid / distributions$61.4M
Contributions
Employer$14.9M
Participant$29.7M
Full reported line items

Net assets

Total assets (EOY)
$521,287,443
Total liabilities (EOY)
$0
Net assets (EOY)
$521,287,443
Net assets (BOY)
$379,614,079

Income & contributions

Employer contributions
$14,850,688
Participant contributions
$29,709,044
Total contributions
$47,435,808
Total income / additions
$137,979,381

Expenses & distributions

Benefits paid
$61,412,823
Administrative expenses
$492,825
Total expenses
$61,968,447
Net increase / (decrease)
$76,010,934
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$276.2K
    RECORDKEEPER · Direct $276.2K · Indirect $0
  2. 2
    Gallagher Benefit Services, Inc$100K
    CONSULTANT · Direct $100K
  3. 3
    Strategic Advisors, Inc.$58.6K
    ADVISOR · Direct $58.6K
  4. 4
    Hawley Troxell$25.2K
    ATTORNEY/LEGAL · Direct $25.2K
  5. 5
    Rsm Us Llp$20.6K
    ACCOUNTANT/AUDITOR · Direct $20.6K
  6. 6
    Weaver And Tidwell Llp$13.9K
    ACCOUNTANT/AUDITOR · Direct $13.9K

What to inspect next

Frequently asked questions

Who sponsors the Sonic Healthcare Usa Savings Plan?
Sonic Healthcare Usa Savings Plan is reported as sponsored by Sonic Healthcare Usa, Inc. (EIN 20-8907334, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Sonic Healthcare Usa Savings Plan?
The latest Form 5500 filing year loaded for Sonic Healthcare Usa Savings Plan is 2023.
How many participants does Sonic Healthcare Usa Savings Plan report?
Sonic Healthcare Usa Savings Plan reports 8,469 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Sonic Healthcare Usa Savings Plan?
Sonic Healthcare Usa Savings Plan reports $521,287,443 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages