Profit Sharing · DOL Form 5500 · 2022

Surgical Associates of Concord, P.C. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
49th
Percentile by assets National rank
$938,606
Avg per participant High balance/head
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Official DOL plan name: Surgical Associates of Concord, P.C. Profit Sharing Plan · Sponsored by Surgical Associates of Concord, P.C. · Massachusetts · Healthcare & Social Assistance

$5M in assets, 5 participants

Surgical Associates of Concord, P.C.'s Surgical Associates of Concord, P.C. Profit Sharing Plan reported $5M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,987 in Healthcare & Social Assistance (20,060 peers)

Surgical Associates of Concord, P.C. multi-year trail

Surgical Associates of Concord, P.C.'s plans moved +26.3% in assets from 2022 to 2024; this filing shows Surgical Associates of Concord, P.C. Profit Sharing Plan at $5M / 5 participants.

#10,987
in Healthcare & Social Assistance (20,060 peers)
-15.8%
assets change YoY

The plan reported a net loss of $882K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surgical Associates of Concord, P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Surgical Associates of Concord, P.C. Profit Sharing Plan vs every filed plan by assets

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

$4,693,031 49th percentile higher than 49% 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 Concord, P.C. Profit Sharing Plan among micro 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 Concord, P.C. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 043438058 · Surgical Associates of Concord, P.C. PY 2022 · Profit Sharing

Surgical Associates of Concord, P.C. Profit Sharing Plan · $5M · 5 · 49th

  • EIN $5M
  • RANK 5
  • PHOTO 49th
  • IND Profit Sharing
  • EOY near Studies Weekly 401(k) Plan
  • 5500 ind #10987

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 Massachusetts →

Surgical Associates of Concord, P.C. Profit Sharing Plan in the asset neighbourhood

Michael R. Kelson, D.D.S., PLLC Profit Sharing PlanMichael R. Kelson, D.D.S., P…$5MSurgical Associates of Concord, P.C. Profit Sharing PlanSurgical Associates of Conco…$5MStudies Weekly 401(k) Plan$5MBehrooz Broukhim, M.D., Inc. Profit Sharing PlanBehrooz Broukhim, M.D., Inc.…$5MRiver Valley Primary Care Services, Inc. Retirement PlanRiver Valley Primary Care Se…$5M
End-of-year total assets ($M) among Surgical Associates of Concord, P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Surgical Associates of Concord, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Surgical Associates of Concord, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.312312874131877% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.69M $5.93M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 5 $5M
2024 1 4 $6M

Surgical Associates of Concord, P.C. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$882K
Employer EIN043438058
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Surgical Associates of Concord, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Surgical Associates of Concord, P.C. Profit Sharing Plan, Total assets ($B): 0.004693031 · Participants: 5Surgical Associates of Concord, P.C. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Surgical Associates of Concord, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Surgical Associates of Concord, P.C. Profit Sharing Plan side-by-side with 3 peers →

Surgical Associates of Concord, P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Studies Weekly 401(k) Plan in UT ($5M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Concord, P.C. Profit Sharing Plan assets move in 2022? ▼
Surgical Associates of Concord, P.C. Profit Sharing Plan declined sharply - down 15.8% during 2022, from $6M to $5M. Reported net income was -$882K.
How have Surgical Associates of Concord, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgical Associates of Concord, P.C.'s sponsor-wide assets grew 26.3%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Surgical Associates of Concord, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Studies Weekly 401(k) Plan in UT ($5M, 167 participants).
Which Profit Sharing plans cover a similar participant headcount to Surgical Associates of Concord, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 043438058.

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.