401(k) · DOL Form 5500 · 2022
Surgenex LLC 401(k) Plan
Data updated 2026-08-25
- $981K
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $21,324
- Avg per participant Low balance/head
Official DOL plan name: Surgenex LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Surgenex LLC · Arizona · Other Services
$981K in assets, 46 participants
Surgenex LLC's Surgenex LLC 401(k) Profit Sharing Plan & Trust reported $981K in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,050 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Surgenex LLC 401(k) Profit Sharing Plan & Trust ranks #4,050 of 8,398 2022 filers by assets (2046% of the sector average)-$981K for 46 participants.
- #4,050
- in Other Services (8,398 peers)
- +16.1%
- assets growth YoY
Surgenex LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Surgenex LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$980,916 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Surgenex LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgenex LLC 401(k) Profit Sharing Plan & Trust is a small filing (46 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 371817287 · Surgenex LLC PY 2022 · 401(k)
Surgenex LLC 401(k) Profit Sharing Plan & Trust · $981K · 46 · 25th
- PHOTO $981K
- PHOTO 46
- PHOTO 25th
- PHOTO 401(k)
- PHOTO near Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust
- PHOTO ind #4050
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 Other Services retirement plans → · Plans in Arizona →
Surgenex LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $845K |
|---|---|
| Net Assets (End of Year) | $981K |
| Net Income | $136K |
| Employer EIN | 371817287 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surgenex LLC)
Sponsor-wide plan assets over time
All Surgenex LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 98.25601784454531% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46 | $981K |
| 2023 | 1 | 74 | $2M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Surgenex LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust in ($981K); by covered participants it is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($981K here).
Similar participant headcount
Nearest other-state filings by covered participants (46 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.