401(k) · DOL Form 5500 · 2022

Surgical Associates of Western New York, PC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
24
Participants Small participant base
58th
Percentile by assets National rank
$297,651
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Surgical Associates of Wny PC 401(k) Profit Sharing Plan · Sponsored by Surgical Associates of Western New York, PC · New York · Healthcare & Social Assistance

$7M in assets, 24 participants

Surgical Associates of Western New York, PC's Surgical Associates of Wny PC 401(k) Profit Sharing Plan reported $7M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,786 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Surgical Associates of Wny PC 401(k) Profit Sharing Plan declined sharply 15.9% in 2022 ($8M → $7M) for 24 participants.

#12,786
in Healthcare & Social Assistance (20,060 peers)
-15.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surgical Associates of Wny PC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Surgical Associates of Wny PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,143,618 Top 42% higher than 58% 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

Surgical Associates of Wny PC 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. Surgical Associates of Wny PC 401(k) Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 161146637 · Surgical Associates of Western New York, PC PY 2022 · 401(k)

Surgical Associates of Wny PC 401(k) Profit Sharing Plan · $7M · 24 · 58th

  • EBSA $7M
  • EBSA 24
  • EBSA 58th
  • EBSA 401(k)
  • EBSA near Bill Subin, M.D., Ltd 401 (K) Plan
  • EBSA ind #12786

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 New York →

Surgical Associates of Wny PC 401(k) Profit Sharing Plan in the asset neighbourhood

Surgical Associates of Wny PC 401(k) Profit Sharing PlanSurgical Associates of Wny P…$7MBill Subin, M.D., Ltd 401 (K) PlanBill Subin, M.D., Ltd 401 (K…$7MR.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and TrustR.L. Morrissey & Associates,…$7MIeq Capital 401(k) Plan$7MSmi 401(k) Plan$7M
End-of-year total assets ($M) among Surgical Associates of Wny PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN161146637
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Surgical Associates of Wny PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Surgical Associates of Wny PC 401(k) Profit Sharing Plan, Total assets ($B): 0.007143618 · Participants: 24Surgical Associates of Wny PC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Surgical Associates of Wny PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Surgical Associates of Wny PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Surgical Associates of Wny PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bill Subin, M.D., Ltd 401 (K) Plan in NV ($7M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Surgical Associates of Wny PC 401(k) Profit Sharing Plan assets move in 2022? ▼
Surgical Associates of Wny PC 401(k) Profit Sharing Plan declined sharply - down 15.9% during 2022, from $8M to $7M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Surgical Associates of Wny PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bill Subin, M.D., Ltd 401 (K) Plan in NV ($7M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Surgical Associates of Wny PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Storybook Homes, LLC 401(k) Plan in NV (24 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161146637.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.