401(k) · DOL Form 5500 · 2022

Healthcrest Surgical Management, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
250
Participants Below avg headcount
64th
Percentile by assets National rank
$37,973
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Healthcrest Surgical 401(k) Plan · Sponsored by Healthcrest Surgical Management, LLC · Oklahoma · Healthcare & Social Assistance

$9M in assets, 250 participants

Healthcrest Surgical Management, LLC's Healthcrest Surgical 401(k) Plan reported $9M in total assets and 250 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,907 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oklahoma

Healthcrest Surgical 401(k) Plan covers 250 participants in Oklahoma, about 33% of the average Oklahoma filer (state average ~760 per filing). Assets: $9M.

#13,907
in Healthcare & Social Assistance (20,060 peers)
-5.2%
assets change YoY

The plan reported a net loss of $525K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthcrest Surgical 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Healthcrest Surgical 401(k) Plan vs every filed plan by assets

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

$9,493,279 Top 36% higher than 64% 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

Healthcrest Surgical 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthcrest Surgical 401(k) Plan sits mid-pack in the medium band (250 participants).

Plan-year Form 5500 strip

Filing strip 813933873 · Healthcrest Surgical Management, LLC PY 2022 · 401(k)

Healthcrest Surgical 401(k) Plan · $9M · 250 · 64th

  • EOY $9M
  • 5500 250
  • ASSETS 64th
  • PCT 401(k)
  • EIN near Rivervest Venture Management, LLC Profit Sharing Plan
  • RANK ind #13907

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 Oklahoma →

Healthcrest Surgical 401(k) Plan in the asset neighbourhood

Healthcrest Surgical 401(k) PlanHealthcrest Surgical 401(k) …$9MRivervest Venture Management, LLC Profit Sharing PlanRivervest Venture Management…$9MIradimed Corporation 401(k) Profit Sharing Plan TrustIradimed Corporation 401(k) …$9MStewart Home & School, LLC Retirement PlanStewart Home & School, LLC R…$9MTrace Die Cast, Inc. 401(k) Profit Sharing Retirement PlanTrace Die Cast, Inc. 401(k) …$9M
End-of-year total assets ($M) among Healthcrest Surgical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$525K
Employer EIN813933873
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcrest Surgical Management, LLC)

Sponsor-wide plan assets over time

All Healthcrest Surgical Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.071836822661588% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.49M $12.1M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 250 $9M
2023 1 268 $12M
2024 1 338 $12M

Nearby 401(k) Plans in Oklahoma

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

Healthcrest Surgical 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Healthcrest Surgical 401(k) Plan, Total assets ($B): 0.009493279 · Participants: 250Healthcrest Surgical 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Healthcrest Surgical 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Healthcrest Surgical 401(k) Plan side-by-side with 3 peers →

Healthcrest Surgical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Rivervest Venture Management, LLC Profit Sharing Plan in MO ($9M); by covered participants it is Linode LLC 401(k) Profit Sharing Plan in PA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Healthcrest Surgical 401(k) Plan assets move in 2022? ▼
Healthcrest Surgical 401(k) Plan pulled back noticeably - down 5.2% during 2022, from $10M to $9M. Reported net income was -$525K.
How have Healthcrest Surgical Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthcrest Surgical Management, LLC's sponsor-wide assets grew 27.1%, from $9M to $12M.
Which 401(k) plans are similar in size to Healthcrest Surgical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rivervest Venture Management, LLC Profit Sharing Plan in MO ($9M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Healthcrest Surgical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Linode LLC 401(k) Profit Sharing Plan in PA (250 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 813933873.

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.