401(k) · DOL Form 5500 · 2022

Surf Opco LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
171
Participants Small participant base
53rd
Percentile by assets National rank
$32,528
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surf Opco 401(k) Plan · Sponsored by Surf Opco LLC · Texas · Wholesale Trade

$6M in assets, 171 participants

Surf Opco LLC's Surf Opco 401(k) Plan reported $6M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,801 in Wholesale Trade (6,843 peers)

Coverage in Texas

Surf Opco 401(k) Plan covers 171 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#2,801
in Wholesale Trade (6,843 peers)
-12.4%
assets change YoY

The plan reported a net loss of $788K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surf Opco 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Surf Opco 401(k) Plan vs every filed plan by assets

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

$5,562,256 Top 47% higher than 53% 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

Surf Opco 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. Surf Opco 401(k) Plan sits mid-pack in the medium band (171 participants).

Form 5500 schedule snapshot

Filing strip 861780704 · Surf Opco LLC PY 2022 · 401(k)

Surf Opco 401(k) Plan · $6M · 171 · 53rd

  • TYPE $6M
  • NET 171
  • BOOK 53rd
  • VS-ST 401(k)
  • BOY near Diamond Mowers 401(k) Plan
  • SCH ind #2801

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 Wholesale Trade retirement plans → · Plans in Texas →

Surf Opco 401(k) Plan in the asset neighbourhood

Surf Opco 401(k) Plan$6MDiamond Mowers 401(k) Plan$6MTristrux LLC 401(k) Plan$6MDibella's Old Fashioned Submarines 401(k) PlanDibella's Old Fashioned Subm…$6MForus 401(k)$6M
End-of-year total assets ($M) among Surf Opco 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$788K
Employer EIN861780704
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surf Opco LLC)

Sponsor-wide plan assets over time

All Surf Opco LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 57.13045210432601% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.56M $8.74M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 171 $6M
2023 1 169 $7M
2024 1 208 $9M

Nearby 401(k) Plans in Texas

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

Surf Opco 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Surf Opco 401(k) Plan, Total assets ($B): 0.005562256 · Participants: 171Surf Opco 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Surf Opco 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Surf Opco 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Diamond Mowers 401(k) Plan in SD ($6M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Surf Opco 401(k) Plan assets move in 2022? ▼
Surf Opco 401(k) Plan pulled back noticeably - down 12.4% during 2022, from $6M to $6M. Reported net income was -$788K.
How have Surf Opco LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surf Opco LLC's sponsor-wide assets grew 57.1%, from $6M to $9M.
Which 401(k) plans are similar in size to Surf Opco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diamond Mowers 401(k) Plan in SD ($6M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Surf Opco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dorschel Group Retirement Plan in NY (171 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 861780704.

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.