How big is Westerville Surgical Specialists' plan?

Westerville Surgical Specialists' plan reported $4.3M in assets and 9 participants for 2025.

Original filing (PDF)20260512135727NAL0006847457001

Westerville Surgical Specialists

Name: Westerville Surgical Specialists — Westerville, Form 5500 (2025)
Creator: Westerville Surgical Specialists
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westerville Surgical Specialists, LLC Retirement Plan

401(k) retirement plan · Westerville Surgical Specialists' Westerville Surgical Specialists, LLC Retirement Plan held $4.3M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Westerville Surgical Specialists' EIN is 31-1715401.

EIN 31-1715401

Plan number 001

Plan year 2025

ACK ID 20260512135727NAL0006847457001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westerville Surgical Specialists from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westerville Surgical Specialists' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTERVILLE SURGICAL SPECIALISTS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score