401(k) · DOL Form 5500 · 2022

The Surgical Clinic, PLLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
190
Participants Below avg headcount
88th
Percentile by assets National rank
$269,477
Avg per participant High balance/head
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Official DOL plan name: The Surgical Clinic 401(k) Profit Sharing Plan · Sponsored by The Surgical Clinic, PLLC · Tennessee · Healthcare & Social Assistance

$51M in assets, 190 participants

The Surgical Clinic, PLLC's The Surgical Clinic 401(k) Profit Sharing Plan reported $51M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,057 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

The Surgical Clinic 401(k) Profit Sharing Plan covers 190 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $51M.

#18,057
in Healthcare & Social Assistance (20,060 peers)
-16.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Surgical Clinic 401(k) Profit Sharing Plan's outsized position by total assets

The Surgical Clinic 401(k) Profit Sharing Plan vs every filed plan by assets

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

$51,200,642 Top 12% higher than 88% 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

The Surgical Clinic 401(k) Profit Sharing 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. The Surgical Clinic 401(k) Profit Sharing Plan sits mid-pack in the medium band (190 participants).

Form 5500 schedule snapshot

Filing strip 621699673 · The Surgical Clinic, PLLC PY 2022 · 401(k)

The Surgical Clinic 401(k) Profit Sharing Plan · $51M · 190 · 88th

  • EIN $51M
  • RANK 190
  • PHOTO 88th
  • IND 401(k)
  • EOY near Planar Systems, Inc. 401(k) Plan
  • 5500 ind #18057

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 Tennessee →

The Surgical Clinic 401(k) Profit Sharing Plan in the asset neighbourhood

Planar Systems, Inc. 401(k) PlanPlanar Systems, Inc. 401(k) …$51MThe Surgical Clinic 401(k) Profit Sharing PlanThe Surgical Clinic 401(k) P…$51MEmery Oleochemicals Investment PlanEmery Oleochemicals Investme…$51MUsnr, LLC 401(k) Tax Sheltered PlanUsnr, LLC 401(k) Tax Shelter…$51MMerchants Financial Group, Inc. 401(k) Savings PlanMerchants Financial Group, I…$51M
End-of-year total assets ($M) among The Surgical Clinic 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$51M
Net Income-$10M
Employer EIN621699673
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Surgical Clinic, PLLC)

Sponsor-wide plan assets over time

All The Surgical Clinic, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 16.786156704831942% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $51.2M $59.8M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 190 $51M
2023 1 221 $57M
2024 1 214 $60M

Nearby 401(k) Plans in Tennessee

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

The Surgical Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Surgical Clinic 401(k) Profit Sharing Plan, Total assets ($B): 0.051200642 · Participants: 190The Surgical Clinic 401(k) Profit Sharing 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
The Surgical Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Surgical Clinic 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Surgical Clinic 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Planar Systems, Inc. 401(k) Plan in OR ($51M); by covered participants it is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 The Surgical Clinic 401(k) Profit Sharing Plan assets move in 2022? ▼
The Surgical Clinic 401(k) Profit Sharing Plan declined sharply - down 16.3% during 2022, from $61M to $51M. Reported net income was -$10M.
How have The Surgical Clinic, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Surgical Clinic, PLLC's sponsor-wide assets grew 16.8%, from $51M to $60M.
Where does The Surgical Clinic 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Surgical Clinic 401(k) Profit Sharing Plan ranks in the 88th 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 The Surgical Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Planar Systems, Inc. 401(k) Plan in OR ($51M, 387 participants).
Which 401(k) plans cover a similar participant headcount to The Surgical Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants, $18M 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 621699673.

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.