401(k) · DOL Form 5500 · 2022

Surmet Corp 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
31
Participants Small participant base
44th
Percentile by assets National rank
$118,253
Avg per participant Near avg balance/head
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Official DOL plan name: Surmet Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Surmet Corp · Massachusetts · Professional & Technical Services

$4M in assets, 31 participants

Surmet Corp's Surmet Corp 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,005 in Professional & Technical Services (21,562 peers)

Surmet Corp multi-year trail

Surmet Corp's plans moved +47.2% in assets from 2022 to 2024; this filing shows Surmet Corp 401(k) Profit Sharing Plan & Trust at $4M / 31 participants.

#9,005
in Professional & Technical Services (21,562 peers)
-19.4%
assets change YoY

The plan reported a net loss of $881K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surmet Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Surmet Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,665,834 44th percentile higher than 44% 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

Surmet Corp 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surmet Corp 401(k) Profit Sharing Plan & Trust is a small filing (31 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042847073 · Surmet Corp PY 2022 · 401(k)

Surmet Corp 401(k) Profit Sharing Plan & Trust · $4M · 31 · 44th

  • EIN $4M
  • RANK 31
  • PHOTO 44th
  • IND 401(k)
  • EOY near B.J. Grinding, Inc. 401(k) Plan
  • 5500 ind #9005

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 Massachusetts →

Surmet Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Surmet Corp 401(k) Profit Sharing Plan & TrustSurmet Corp 401(k) Profit Sh…$4MB.J. Grinding, Inc. 401(k) PlanB.J. Grinding, Inc. 401(k) P…$4MUnited Building Services, Inc. 401(k) PlanUnited Building Services, In…$4MCrown Linen Service, Inc. Employee Profit Sharing PlanCrown Linen Service, Inc. Em…$4MAccessone Medcard, Inc. 401(k) Ps PlanAccessone Medcard, Inc. 401(…$4M
End-of-year total assets ($M) among Surmet Corp 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Surmet Corp multi-year asset trail

Sponsor-wide plan assets over time

All Surmet Corp plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.162091900506134% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.67M $5.39M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 31 $4M
2023 1 28 $5M
2024 1 24 $5M

Surmet Corp filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$881K
Employer EIN042847073
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Surmet Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Surmet Corp 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003665834 · Participants: 31Surmet Corp 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Surmet Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Surmet Corp 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Surmet Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is B.J. Grinding, Inc. 401(k) Plan in CA ($4M); by covered participants it is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Surmet Corp 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Surmet Corp 401(k) Profit Sharing Plan & Trust declined sharply - down 19.4% during 2022, from $5M to $4M. Reported net income was -$881K.
How have Surmet Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surmet Corp's sponsor-wide assets grew 47.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Surmet Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is B.J. Grinding, Inc. 401(k) Plan in CA ($4M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Surmet Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants, $2M 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 042847073.

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.