401(k) · DOL Form 5500 · 2022

Surgery South, P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
16
Participants Small participant base
56th
Percentile by assets National rank
$410,260
Avg per participant High balance/head
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Official DOL plan name: Surgery South, P.C. 401(k) Profit Sharing Plan · Sponsored by Surgery South, P.C. · Georgia · Healthcare & Social Assistance

$7M in assets, 16 participants

Surgery South, P.C.'s Surgery South, P.C. 401(k) Profit Sharing Plan reported $7M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 56th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,468 in Healthcare & Social Assistance (20,060 peers)

Surgery South, P.C. multi-year trail

Surgery South, P.C.'s plans moved -19.1% in assets from 2022 to 2023; this filing shows Surgery South, P.C. 401(k) Profit Sharing Plan at $7M / 16 participants.

#12,468
in Healthcare & Social Assistance (20,060 peers)
-28.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surgery South, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Surgery South, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,564,157 Top 44% higher than 56% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Surgery South, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgery South, P.C. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 581375107 · Surgery South, P.C. PY 2022 · 401(k)

Surgery South, P.C. 401(k) Profit Sharing Plan · $7M · 16 · 56th

  • BOOK $7M
  • BOOK 16
  • BOOK 56th
  • BOOK 401(k)
  • BOOK near Rms Computer Corp 401(k) Plan
  • BOOK ind #12468

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Surgery South, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Wayne Alarm Systems, Inc. Savings PlanWayne Alarm Systems, Inc. Sa…$7MBogota Savings Bank 401(k) Savings PlanBogota Savings Bank 401(k) S…$7MSurgery South, P.C. 401(k) Profit Sharing PlanSurgery South, P.C. 401(k) P…$7MRms Computer Corp 401(k) Plan$7MMidwest Regional Bancorp, Inc. 401(k) PlanMidwest Regional Bancorp, In…$7M
End-of-year total assets ($M) among Surgery South, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Surgery South, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Surgery South, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.080317548772825% vs 2022
2023 filing year
$5M$5.5M$6M$6.5M$7M 20222023 $6.56M $5.31M ▼ -19.1%
Year Plans Participants Total Assets
2022 1 16 $7M
2023 1 13 $5M

Surgery South, P.C. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN581375107
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Surgery South, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Surgery South, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.006564157 · Participants: 16Surgery South, P.C. 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Surgery South, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Surgery South, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Rms Computer Corp 401(k) Plan in NY ($7M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Surgery South, P.C. 401(k) Profit Sharing Plan assets move in 2022?
Surgery South, P.C. 401(k) Profit Sharing Plan declined sharply - down 28.2% during 2022, from $9M to $7M. Reported net income was -$3M.
How have Surgery South, P.C. plan assets changed over time?
Across 2 plan years on file (2022-2023), Surgery South, P.C.'s sponsor-wide assets declined 19.1%, from $7M to $5M.
Which 401(k) plans are similar in size to Surgery South, P.C. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Rms Computer Corp 401(k) Plan in NY ($7M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Surgery South, P.C. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M in assets).