How big is Washington Outpatient Surgery Center's plan?

Washington Outpatient Surgery Center's plan reported $8.8M in assets and 82 participants for 2024.

Original filing (PDF)20251015174854NAL0005297809001

Washington Outpatient Surgery Center

Name: Washington Outpatient Surgery Center — Washington, Form 5500 (2024)
Creator: Washington Outpatient Surgery Center
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Washington Outpatient 401(k) Plan

401(k) retirement plan · Washington Outpatient Surgery Center's Washington Outpatient 401(k) Plan held $8.8M in plan assets for 82 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedHigh average account balance

Active participants

Accounts w/ balance

126

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan identifiers

Washington Outpatient Surgery Center's EIN is 93-0919267.

EIN 93-0919267

Plan number 002

Plan year 2024

ACK ID 20251015174854NAL0005297809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Washington Outpatient Surgery Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Washington Outpatient Surgery Center's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 237K (36% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

WASHINGTON OUTPATIENT SURGERY CENTER

EIN

all filings

Address

2299 MOWRY AVENUE · 1ST FLOOR · FREMONT, CA · 945381626

Phone

(510) 791-5374

Industry

Outpatient Care Centers· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$46K	—

Investments

22 direct securities · 1 pooled fund· $13.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trusts

$6.8M

14 holdings

Common Collective Trust

$4.4M

1 holding

Mutual Funds

$867K

4 holdings

Other securities

$671K

2 holdings

Stable Value

$356K

1 holding

Bonds / Notes

$79K

1 holding

					% of plan
RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001	Common Collective Trust	—	—	$4.4M	49.7%
Vanguard Balanced Index Fund Admiral Mutual fund N/A	Common Collective Trusts	—	—	$1.6M	18.7%
Reliance Advisory Trust INVLC Common collective fund N/A	Common Collective Trusts	—	—	$1.5M	17.0%
Fidelity 500 Index Mutual fund N/A	Common Collective Trusts	—	—	$678K	7.7%
Reliance Advisory Trust INVSM Common collective fund N/A	Common Collective Trusts	—	—	$634K	7.2%
Reliance Advisory Trust INV60 Common collective fund N/A	Common Collective Trusts	—	—	$492K	5.6%
JPMorgan Large Cap Growth R6 Mutual fund N/A	Other securities	—	—	$426K	4.8%
Reliance Advisory Trust INV20 Common collective fund N/A	Common Collective Trusts	—	—	$400K	4.5%
Reliance Advisory Trust INVFI Common collective fund N/A	Common Collective Trusts	—	—	$356K	4.0%
Standard Stable Asset A Guaranteed investment contract N/A	Stable Value	—	—	$356K	4.0%
Fidelity Adv Total Bond FD CL Z Mutual fund N/A	Mutual Funds	—	—	$302K	3.4%
MFS Intl Diversification Fund Class R6 Mutual fund N/A	Mutual Funds	—	—	$300K	3.4%
Reliance Advisory Trust INV99 Common collective fund N/A	Common Collective Trusts	—	—	$276K	3.1%
JPMorgan Mid Cap Growth Fund Class R6 Mutual fund N/A	Other securities	—	—	$245K	2.8%
Reliance Advisory Trust INV80 Common collective fund N/A	Common Collective Trusts	—	—	$218K	2.5%
Reliance Advisory Trust INVIE Common collective fund N/A	Common Collective Trusts	—	—	$216K	2.5%
MFS Value Fund Class R6 Mutual fund N/A	Mutual Funds	—	—	$149K	1.7%
Vanguard Small-Cap Index Fund Admiral Mutual fund N/A	Common Collective Trusts	—	—	$130K	1.5%
MFS Mid Cap Value Fund Class R6 Mutual fund N/A	Mutual Funds	—	—	$116K	1.3%
Reliance Advisory Trust INV40 Common collective fund N/A	Common Collective Trusts	—	—	$103K	1.2%
Reliance Advisory Trust INV50 Common collective fund N/A	Common Collective Trusts	—	—	$92K	1.0%
Reliance Advisory Trust INV70 Common collective fund N/A	Common Collective Trusts	—	—	$88K	1.0%
Notes receivable from participants Maturing 2026 - 2029 at interest rates of 5.25% - 10.50% -	Bonds / Notes	—	—	$79K	0.9%