401(k) · DOL Form 5500 · 2022
Surgical Referral Services, Ltd. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 215
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $75,885
- Avg per participant Below avg balance/head
Official DOL plan name: Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan · Sponsored by Surgical Referral Services, Ltd. · Illinois · Professional & Technical Services
$16M in assets, 215 participants
Surgical Referral Services, Ltd.'s Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan reported $16M in total assets and 215 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,891 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan covers 215 participants in Illinois, about 28% of the average Illinois filer (state average ~779 per filing). Assets: $16M.
- #15,891
- in Professional & Technical Services (21,562 peers)
- -8.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,315,219 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Surgical Referral Services, Ltd. 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. Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (215 participants).
Plan-year Form 5500 strip
Filing strip 363606955 · Surgical Referral Services, Ltd. PY 2022 · 401(k)
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan · $16M · 215 · 74th
- EOY $16M
- 5500 215
- ASSETS 74th
- PCT 401(k)
- EIN near De Dietrich Process Systems, Inc. Savings Plan
- RANK ind #15891
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 Illinois →
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 363606955 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surgical Referral Services, Ltd.)
Sponsor-wide plan assets over time
All Surgical Referral Services, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 40.17879257397648% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $16M |
| 2023 | 1 | 203 | $19M |
| 2024 | 1 | 224 | $23M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is De Dietrich Process Systems, Inc. Savings Plan in NJ ($16M); by covered participants it is Gault Energy Retirement Plan in CT (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.
- Gault Energy Retirement Plan (CT) 215 · 0 off
- Difference Principle, Inc. Employee Retirement Plan (WI) 215 · 0 off
- R.C. Wendt Painting Contractors Retirement Savings Plan (CA) 215 · 0 off
- The Architect 401(k) Plan the Printer, Inc. (IA) 215 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.