401(k) · DOL Form 5500 · 2022

Surgical Care Affiliates, LLC 401(k) Plan

Data updated 2026-08-11

$452M
Total assets
10,996
Participants
98th
Percentile by assets
$41,084
Avg per participant
PlainRetire home → About this data

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.

  • 98th percentile by assets (of 139,126 plans)
  • #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.

$452M
total plan assets (2022 EOY)
10,996
covered participants
98th
percentile by assets (of 139,126 plans)
$41,084
avg assets per participant

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.

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Surgical Care Affiliates, LLC Retirement Investment Plan reports 10,996 participants - 9.8x that state average ($452M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$487M
Net Assets (End of Year)$452M
Net Income-$35M
Employer EIN208922307
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgical Care Affiliates, LLC)

$400M$500M$600M$700M$800M 202220232024 $452M $713M ▲ +57.8%
Total plan assets by year, all Surgical Care Affiliates, LLC plans on file
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.

Surgical Care Affiliates, LLC Retirement Investment Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Surgical Care Affiliates, LLC Retirement Investment Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Surgical Care Affili…Unitedhealth Group 4…Medtronic Savings an…Target Corporation 4…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Surgical Care Affiliates, LLC Retirement Investment Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Surgical Care Affiliates, LLC Retirement Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Surgical Care Affiliates, LLC Retirement Investment Plan assets move in 2022?
Surgical Care Affiliates, LLC Retirement Investment Plan pulled back noticeably - down 7.1% during 2022, from $487M to $452M. Reported net income was -$35M.
How have Surgical Care Affiliates, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Surgical Care Affiliates, LLC's sponsor-wide assets grew 57.8%, from $452M to $713M.
Where does Surgical Care Affiliates, LLC Retirement Investment Plan rank by assets among Form 5500 filers?
Surgical Care Affiliates, LLC Retirement Investment Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Surgical Care Affiliates, LLC Retirement Investment Plan?
Among 401(k) plans in other states, the closest by assets is Ovintiv U.S. Retirement Plan in CO ($452M, 1,007 participants).

Next read for Surgical Care Affiliates, LLC Retirement…

Filing takeaways

Ways to act on Surgical Care Affiliates, LLC Retirement Investment Plan's numbers.