401(k) · DOL Form 5500 · 2022

Surly Brewing Co. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
241
Participants Below avg headcount
46th
Percentile by assets National rank
$17,030
Avg per participant Low balance/head
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Official DOL plan name: Surly Brewing Co. 401(k) Plan · Sponsored by Surly Brewing Co. · Minnesota · Manufacturing

$4M in assets, 241 participants

Surly Brewing Co.'s Surly Brewing Co. 401(k) Plan reported $4M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #6,159 in Manufacturing (20,602 peers)

Coverage in Minnesota

Surly Brewing Co. 401(k) Plan covers 241 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#6,159
in Manufacturing (20,602 peers)
-17.1%
assets change YoY

The plan reported a net loss of $846K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surly Brewing Co. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Surly Brewing Co. 401(k) Plan vs every filed plan by assets

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

$4,104,217 46th percentile higher than 46% 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

Surly Brewing Co. 401(k) 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. Surly Brewing Co. 401(k) Plan sits mid-pack in the medium band (241 participants).

EBSA filing schedule strip

Filing strip 201385809 · Surly Brewing Co. PY 2022 · 401(k)

Surly Brewing Co. 401(k) Plan · $4M · 241 · 46th

  • TYPE $4M
  • NET 241
  • BOOK 46th
  • VS-ST 401(k)
  • BOY near Burt Watson Chevrolet Inc 401(k) Profit Sharing Plan & Trust
  • SCH ind #6159

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 Manufacturing retirement plans → · Plans in Minnesota →

Surly Brewing Co. 401(k) Plan in the asset neighbourhood

Surly Brewing Co. 401(k) Plan$4MBurt Watson Chevrolet Inc 401(k) Profit Sharing Plan & TrustBurt Watson Chevrolet Inc 40…$4MMariano F Deguzman Md Sc 401(k) Profit Sharing Plan and TrustMariano F Deguzman Md Sc 401…$4MJohn W Truban PC 401(k) Profit Sharing PlanJohn W Truban PC 401(k) Prof…$4MKaufman Trailers 401(k) Plan$4M
End-of-year total assets ($M) among Surly Brewing Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$846K
Employer EIN201385809
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surly Brewing Co.)

Sponsor-wide plan assets over time

All Surly Brewing Co. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.91711817381976% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.1M $5.95M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 241 $4M
2023 1 257 $6M
2024 1 270 $6M

Nearby 401(k) Plans in Minnesota

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

Surly Brewing Co. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Surly Brewing Co. 401(k) Plan, Total assets ($B): 0.004104217 · Participants: 241Surly Brewing Co. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Surly Brewing Co. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Surly Brewing Co. 401(k) Plan side-by-side with 3 peers →

Surly Brewing Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Burt Watson Chevrolet Inc 401(k) Profit Sharing Plan & Trust in MI ($4M); by covered participants it is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Surly Brewing Co. 401(k) Plan assets move in 2022? ▼
Surly Brewing Co. 401(k) Plan declined sharply - down 17.1% during 2022, from $5M to $4M. Reported net income was -$846K.
How have Surly Brewing Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surly Brewing Co.'s sponsor-wide assets grew 44.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Surly Brewing Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burt Watson Chevrolet Inc 401(k) Profit Sharing Plan & Trust in MI ($4M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Surly Brewing Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 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 201385809.

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.