How big is Oklahoma Surgical Group PLLC's plan?

Oklahoma Surgical Group PLLC's plan reported $3.2M in assets and 4 participants for 2024.

Original filing (PDF)20250915075659NAL0002443794001

Oklahoma Surgical Group PLLC

Name: Oklahoma Surgical Group PLLC — Oklahoma Surgical, Form 5500 (2024)
Creator: Oklahoma Surgical Group PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oklahoma Surgical Group, PLLC Profit Sharing Plan

401(k) retirement plan · Oklahoma Surgical Group PLLC's Oklahoma Surgical Group, PLLC Profit Sharing Plan held $3.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Shirley Horner signed Oklahoma Surgical Group PLLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Oklahoma Surgical Group PLLC's EIN is 45-3123088.

EIN 45-3123088

Plan number 001

Plan year 2024

ACK ID 20250915075659NAL0002443794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oklahoma Surgical Group PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oklahoma Surgical Group 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 OKLAHOMA SURGICAL GROUP 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

OKLAHOMA SURGICAL GROUP PLLC

EIN

all filings

Address

401 SW 80TH · BUILDING D · OKLAHOMA CITY, OK · 73139

Phone

(405) 601-5169

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator