How big is Surgical Associates PC's plan?

Surgical Associates PC's plan reported $15.0M in assets and 16 participants for 2025.

Original filing (PDF)20260408165253NAL0014109506001

Surgical Associates PC

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

Form 5500-SF

FILING_RECEIVED

Surgical Associates PC 401(k) Plan

401(k) retirement plan · Surgical Associates PC's Surgical Associates PC 401(k) Plan held $15.0M in plan assets for 16 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

Plan identifiers

Surgical Associates PC's EIN is 81-0330341.

EIN 81-0330341

Plan number 002

Plan year 2025

ACK ID 20260408165253NAL0014109506001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Surgical Associates PC's 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 SURGICAL ASSOCIATES PC.

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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

Knocking points off