401(k) · DOL Form 5500 · 2022

Surgical Associates of Marshall Co., P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
45th
Percentile by assets National rank
$388,868
Avg per participant High balance/head
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Official DOL plan name: Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan · Sponsored by Surgical Associates of Marshall Co., P.C. · Alabama · Healthcare & Social Assistance

$4M in assets, 10 participants

Surgical Associates of Marshall Co., P.C.'s Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #10,093 in Healthcare & Social Assistance (20,060 peers)

Surgical Associates of Marshall Co., P.C. multi-year trail

Surgical Associates of Marshall Co., P.C.'s plans moved +13.6% in assets from 2022 to 2024; this filing shows Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan at $4M / 10 participants.

#10,093
in Healthcare & Social Assistance (20,060 peers)
-7.6%
assets change YoY

The plan reported a net loss of $319K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,888,684 45th percentile higher than 45% 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 Marshall Co., P.C. 401(k) 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 Marshall Co., P.C. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 631286724 · Surgical Associates of Marshall Co., P.C. PY 2022 · 401(k)

Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan · $4M · 10 · 45th

  • TYPE $4M
  • TYPE 10
  • TYPE 45th
  • TYPE 401(k)
  • TYPE near Stryker Electrical Contracting, Inc., 401(k) Profit Sharing Plan
  • TYPE ind #10093

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 Alabama →

Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing PlanSurgical Associates of Marsh…$4MStryker Electrical Contracting, Inc., 401(k) Profit Sharing PlanStryker Electrical Contracti…$4MNational Ski Areas Association 401(k) PlanNational Ski Areas Associati…$4MVic's Profit Sharing Plan$4MFrequence, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 13.559342955097407% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.89M $4.42M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 10 $4M
2024 1 9 $4M

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

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$319K
Employer EIN631286724
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.003888684 · Participants: 10Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Stryker Electrical Contracting, Inc., 401(k) Profit Sharing Plan in FL ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Marshall Co., P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan pulled back noticeably - down 7.6% during 2022, from $4M to $4M. Reported net income was -$319K.
How have Surgical Associates of Marshall Co., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgical Associates of Marshall Co., P.C.'s sponsor-wide assets grew 13.6%, from $4M to $4M.
Which 401(k) plans are similar in size to Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stryker Electrical Contracting, Inc., 401(k) Profit Sharing Plan in FL ($4M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 631286724.

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.