401(k) · DOL Form 5500 · 2022

Surgery Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
3,777
Participants Above avg headcount
95th
Percentile by assets National rank
$39,923
Avg per participant Low balance/head
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Official DOL plan name: Surgery Partners 401(k) Plan · Sponsored by Surgery Partners, Inc. · Tennessee · Management of Enterprises

$151M in assets, 3,777 participants

Surgery Partners, Inc.'s Surgery Partners 401(k) Plan reported $151M in total assets and 3,777 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #983 in Management of Enterprises (1,193 peers)

Coverage in Tennessee

Surgery Partners 401(k) Plan covers 3,777 participants in Tennessee, 3.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $151M.

#983
in Management of Enterprises (1,193 peers)
-2.6%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surgery Partners 401(k) Plan's outsized position by total assets

Surgery Partners 401(k) Plan vs every filed plan by assets

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

$150,789,601 Top 5% higher than 95% 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

Surgery Partners 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgery Partners 401(k) Plan lands in the large band (3,777 participants).

DOL schedule card

Filing strip 473620923 · Surgery Partners, Inc. PY 2022 · 401(k)

Surgery Partners 401(k) Plan · $151M · 3,777 · 95th

  • EIN $151M
  • EIN 3,777
  • EIN 95th
  • EIN 401(k)
  • EIN near Upsher-Smith Laboratories Retirement Plan
  • EIN ind #983

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 Management of Enterprises retirement plans → · Plans in Tennessee →

Surgery Partners 401(k) Plan in the asset neighbourhood

Homestreet, Inc 401(k) Savings PlanHomestreet, Inc 401(k) Savin…$151MWoolpert 401(k) Plan$151MSurgery Partners 401(k) Plan$151MUpsher-Smith Laboratories Retirement PlanUpsher-Smith Laboratories Re…$151MHorizon Media, Inc. 401(k) Retirement Savings PlanHorizon Media, Inc. 401(k) R…$151M
End-of-year total assets ($M) among Surgery Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$151M
Net Income-$27M
Employer EIN473620923
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgery Partners, Inc.)

Sponsor-wide plan assets over time

All Surgery Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$315M 18.79823195709159% vs 2022
2023 filing year
$260M$280M$300M$320M 20222023 $265M $315M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 6,213 $265M
2023 2 8,013 $315M

Nearby 401(k) Plans in Tennessee

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

Surgery Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Surgery Partners 401(k) Plan, Total assets ($B): 0.150789601 · Participants: 3777Surgery Partners 401(k) 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
Surgery Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Surgery Partners 401(k) Plan side-by-side with 3 peers →

Surgery Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Upsher-Smith Laboratories Retirement Plan in MN ($151M); by covered participants it is Harmon City, Inc. 401(k) Retirement Savings Plan in UT (3,777 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,777 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 Surgery Partners 401(k) Plan assets move in 2022? ▼
Surgery Partners 401(k) Plan edged down modestly - down 2.6% during 2022, from $155M to $151M. Reported net income was -$27M.
How have Surgery Partners, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Surgery Partners, Inc.'s sponsor-wide assets grew 18.8%, from $265M to $315M.
Where does Surgery Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Surgery Partners 401(k) Plan ranks in the 95th 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 Surgery Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Upsher-Smith Laboratories Retirement Plan in MN ($151M, 541 participants).
Which 401(k) plans cover a similar participant headcount to Surgery Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harmon City, Inc. 401(k) Retirement Savings Plan in UT (3,777 participants, $69M 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 473620923.

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.