How big is Surgery Southwest Austin, PLLC's plan?

Surgery Southwest Austin, PLLC's plan reported $373K in assets and 2 participants for 2025.

Original filing (PDF)20260506091933NAL0001927249001

Surgery Southwest Austin, PLLC

Name: Surgery Southwest Austin, PLLC — Surgery Southwest, Form 5500 (2025)
Creator: Surgery Southwest Austin, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surgery Southwest Austin, PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Surgery Southwest Austin, PLLC's Surgery Southwest Austin, PLLC 401(k) Profit Sharing Plan & Trust held $373K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$373K

Net assets (EOY)

$373K

People on this filing

Lauren ASH signed Surgery Southwest Austin, PLLC's 2025 Form 5500 as plan administrator.

Lauren ASH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Surgery Southwest Austin, PLLC's EIN is 36-4775789.

EIN 36-4775789

Plan number 001

Plan year 2025

ACK ID 20260506091933NAL0001927249001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Surgery Southwest Austin, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Surgery Southwest Austin, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURGERY SOUTHWEST AUSTIN, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SURGERY SOUTHWEST AUSTIN, PLLC

EIN

all filings

Address

315 SEA HERO PLACE · AUSTIN, TX · 78737

Phone

(281) 748-1720

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator