401(k) · DOL Form 5500 · 2022

Surgical Information Systems, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
314
Participants Below avg headcount
80th
Percentile by assets National rank
$79,098
Avg per participant Below avg balance/head
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Official DOL plan name: Surgical Information Systems, LLC 401(k) Plan · Sponsored by Surgical Information Systems, LLC · Georgia · Professional & Technical Services

$25M in assets, 314 participants

Surgical Information Systems, LLC's Surgical Information Systems, LLC 401(k) Plan reported $25M in total assets and 314 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,434 in Professional & Technical Services (21,562 peers)

Coverage in Georgia

Surgical Information Systems, LLC 401(k) Plan covers 314 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $25M.

#17,434
in Professional & Technical Services (21,562 peers)
-14.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surgical Information Systems, LLC 401(k) Plan's outsized position by total assets

Surgical Information Systems, LLC 401(k) Plan vs every filed plan by assets

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

$24,836,900 Top 20% higher than 80% 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 Information Systems, LLC 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. Surgical Information Systems, LLC 401(k) Plan sits mid-pack in the medium band (314 participants).

Published 5500 schedule card

Filing strip 582535467 · Surgical Information Systems, LLC PY 2022 · 401(k)

Surgical Information Systems, LLC 401(k) Plan · $25M · 314 · 80th

  • BOOK $25M
  • VS-ST 314
  • BOY 80th
  • SCH 401(k)
  • EBSA near J.F. Lehman & Company, LLC Savings Plan
  • PART ind #17434

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Surgical Information Systems, LLC 401(k) Plan in the asset neighbourhood

Surgical Information Systems, LLC 401(k) PlanSurgical Information Systems…$25MJ.F. Lehman & Company, LLC Savings PlanJ.F. Lehman & Company, LLC S…$25MAnderson Automotive Group 401(k) Profit Sharing PlanAnderson Automotive Group 40…$25MBeech-Nut Nutrition Company Employee's Savings PlanBeech-Nut Nutrition Company …$25MThe Employer Group Retirement Savings PlanThe Employer Group Retiremen…$25M
End-of-year total assets ($M) among Surgical Information Systems, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN582535467
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgical Information Systems, LLC)

Sponsor-wide plan assets over time

All Surgical Information Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 45.40749449407937% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.8M $36.1M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 314 $25M
2023 1 317 $31M
2024 1 333 $36M

Nearby 401(k) Plans in Georgia

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

Surgical Information Systems, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Surgical Information Systems, LLC 401(k) Plan, Total assets ($B): 0.0248369 · Participants: 314Surgical Information Systems, LLC 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Surgical Information Systems, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Surgical Information Systems, LLC 401(k) Plan side-by-side with 3 peers →

Surgical Information Systems, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is J.F. Lehman & Company, LLC Savings Plan in VA ($25M); by covered participants it is Benton Enterprises, Inc. 401(k) Plan in TX (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Information Systems, LLC 401(k) Plan assets move in 2022? ▼
Surgical Information Systems, LLC 401(k) Plan pulled back noticeably - down 14.1% during 2022, from $29M to $25M. Reported net income was -$4M.
How have Surgical Information Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgical Information Systems, LLC's sponsor-wide assets grew 45.4%, from $25M to $36M.
Where does Surgical Information Systems, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Surgical Information Systems, LLC 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Surgical Information Systems, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.F. Lehman & Company, LLC Savings Plan in VA ($25M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Surgical Information Systems, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Benton Enterprises, Inc. 401(k) Plan in TX (314 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 582535467.

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.