401(k) · DOL Form 5500 · 2022
Surgical Care Affiliates, LLC 401(k) Plan
Data updated 2026-08-25
- $452M
- Total assets Above avg plan size
- 10,996
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $41,084
- Avg per participant Low balance/head
Official DOL plan name: Surgical Care Affiliates, LLC Retirement Investment Plan · Sponsored by Surgical Care Affiliates, LLC · Minnesota · Healthcare & Social Assistance
$452M in assets, 10,996 participants
Surgical Care Affiliates, LLC's Surgical Care Affiliates, LLC Retirement Investment Plan reported $452M in total assets and 10,996 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,644 in Healthcare & Social Assistance (20,060 peers)
Coverage in Minnesota
Surgical Care Affiliates, LLC Retirement Investment Plan covers 10,996 participants in Minnesota, 9.8x the typical Minnesota plan (state average ~1,126 per filing). Assets: $452M.
- #19,644
- in Healthcare & Social Assistance (20,060 peers)
- -7.1%
- assets change YoY
- 4.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Surgical Care Affiliates, LLC Retirement Investment Plan's outsized position by total assets
Surgical Care Affiliates, LLC Retirement Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$451,764,326 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Surgical Care Affiliates, LLC Retirement Investment Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgical Care Affiliates, LLC Retirement Investment Plan is a mega filing (10,996 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 208922307 · Surgical Care Affiliates, LLC PY 2022 · 401(k)
Surgical Care Affiliates, LLC Retirement Investment Plan · $452M · 10,996 · 98th
- VS-ST $452M
- VS-ST 10,996
- VS-ST 98th
- VS-ST 401(k)
- VS-ST near Ovintiv U.S. Retirement Plan
- VS-ST ind #19644
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 Minnesota →
Surgical Care Affiliates, LLC Retirement Investment Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $487M |
|---|---|
| Net Assets (End of Year) | $452M |
| Net Income | -$35M |
| Employer EIN | 208922307 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surgical Care Affiliates, LLC)
Sponsor-wide plan assets over time
All Surgical Care Affiliates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $713M 57.77654940377032% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,996 | $452M |
| 2023 | 1 | 11,697 | $582M |
| 2024 | 1 | 12,913 | $713M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Scale composition for Surgical Care Affiliates, LLC Retirement Investment Plan
Surgical Care Affiliates, LLC Retirement Investment Plan reports $452M in end-of-year assets across 10,996 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $41,084 per participant (30% of the national average assets-per-participant) . Net income for plan year 2022 was -$35M.
This plan identity (EIN 208922307, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $452M to $713M (+57.8%) while covered participants moved from 10,996 to 12,913 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,996 | $452M | This page |
| 2023 | 11,697 | $582M | Open filing |
| 2024 · index core | 12,913 | $713M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Surgical Care Affiliates, LLC Retirement Investment Plan (401(k), $713M, 12,913 participants)
Surgical Care Affiliates, LLC Retirement Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Ovintiv U.S. Retirement Plan in CO ($452M); by covered participants it is Windstream 401(k) Plan in AR (10,984 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($452M here).
- Ovintiv U.S. Retirement Plan (CO) $452M · 1,007
- Daimler Truck North America, LLC UAW Retirement Savings Plan (OR) $452M · 6,485
- Baptist Health 401(k) Plan (KY) $452M · 15,394
- Unifirst Retirement Savings Plan (MA) $452M · 10,533
Similar participant headcount
Nearest other-state filings by covered participants (10,996 participants); asset peers above are excluded.
- Windstream 401(k) Plan (AR) 10,984 · 12 off
- Athena Health Care Associates, Inc. 401(k) Plan (CT) 11,008 · 12 off
- Omni Hotels 401(k) Retirement Savings Plan (TX) 11,009 · 13 off
- Dart Container Corporation Employees' 401(k) Plus Plan (MI) 10,974 · 22 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.