How big is Surpass Assessment Inc.'s plan?

Surpass Assessment Inc.'s plan reported $1.1M in assets and 17 participants for 2025.

Original filing (PDF)20260424084600NAL0003081971001

Surpass Assessment Inc.

Name: Surpass Assessment Inc. — Surpass Assessment Inc., Form 5500 (2025)
Creator: Surpass Assessment Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surpass Assessment Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Surpass Assessment Inc.'s Surpass Assessment Inc. 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Surpass Assessment Inc.'s EIN is 38-4034561.

EIN 38-4034561

Plan number 001

Plan year 2025

ACK ID 20260424084600NAL0003081971001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Surpass Assessment Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Surpass Assessment Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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