401(k) · DOL Form 5500 · 2022

Surgicor, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
186
Participants Below avg headcount
75th
Percentile by assets National rank
$90,589
Avg per participant Below avg balance/head
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Official DOL plan name: Surgicor 401(k) Savings and Retirement Plan · Sponsored by Surgicor, LLC · Tennessee · Wholesale Trade

$17M in assets, 186 participants

Surgicor, LLC's Surgicor 401(k) Savings and Retirement Plan reported $17M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,865 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

Surgicor 401(k) Savings and Retirement Plan covers 186 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $17M.

#4,865
in Wholesale Trade (6,843 peers)
-14.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surgicor 401(k) Savings and Retirement Plan's outsized position by total assets

Surgicor 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$16,849,516 Top 25% higher than 75% 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

Surgicor 401(k) Savings and Retirement 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. Surgicor 401(k) Savings and Retirement Plan sits mid-pack in the medium band (186 participants).

Published 5500 schedule card

Filing strip 461282789 · Surgicor, LLC PY 2022 · 401(k)

Surgicor 401(k) Savings and Retirement Plan · $17M · 186 · 75th

  • EBSA $17M
  • PART 186
  • TYPE 75th
  • NET 401(k)
  • BOOK near Clise Agency, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #4865

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 Tennessee →

Surgicor 401(k) Savings and Retirement Plan in the asset neighbourhood

Surgicor 401(k) Savings and Retirement PlanSurgicor 401(k) Savings and …$17MClise Agency, Inc. 401(k) Profit Sharing PlanClise Agency, Inc. 401(k) Pr…$17MSletten, Inc. 401 (K) Profit Sharing Plan & TrustSletten, Inc. 401 (K) Profit…$17MOrbis 401(k) Retirement Plan$17MGarrett Transportation I, Inc. 401(k) PlanGarrett Transportation I, In…$17M
End-of-year total assets ($M) among Surgicor 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN461282789
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgicor, LLC)

Sponsor-wide plan assets over time

All Surgicor, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 58.398579520028946% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $26.7M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 186 $17M
2023 1 188 $22M
2024 1 194 $27M

Nearby 401(k) Plans in Tennessee

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

Surgicor 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Surgicor 401(k) Savings and Retirement Plan, Total assets ($B): 0.016849516 · Participants: 186Surgicor 401(k) Savings and Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Surgicor 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Surgicor 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Surgicor 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Clise Agency, Inc. 401(k) Profit Sharing Plan in WA ($17M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Surgicor 401(k) Savings and Retirement Plan assets move in 2022? ▼
Surgicor 401(k) Savings and Retirement Plan pulled back noticeably - down 14.0% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Surgicor, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgicor, LLC's sponsor-wide assets grew 58.4%, from $17M to $27M.
Where does Surgicor 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Surgicor 401(k) Savings and Retirement Plan ranks in the 75th 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 Surgicor 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clise Agency, Inc. 401(k) Profit Sharing Plan in WA ($17M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Surgicor 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (186 participants, $53K 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 461282789.

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.