401(k) · DOL Form 5500 · 2022

Surgery Center of Southern Oregon, L.L.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
116
Participants Small participant base
50th
Percentile by assets National rank
$41,602
Avg per participant Low balance/head
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Official DOL plan name: Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust · Sponsored by Surgery Center of Southern Oregon, L.L.C. · Oregon · Healthcare & Social Assistance

$5M in assets, 116 participants

Surgery Center of Southern Oregon, L.L.C.'s Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,110 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oregon

Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust covers 116 participants in Oregon, about 26% of the average Oregon filer (state average ~443 per filing). Assets: $5M.

#11,110
in Healthcare & Social Assistance (20,060 peers)
-29.0%
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.

Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,825,841 Top 50% higher than 50% 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 Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust 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. Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (116 participants).

Published 5500 schedule card

Filing strip 931189291 · Surgery Center of Southern Oregon, L.L.C. PY 2022 · 401(k)

Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust · $5M · 116 · 50th

  • PART $5M
  • PART 116
  • PART 50th
  • PART 401(k)
  • PART near Zucker Steinberg & Wixted, P.a. 401(k) Plan
  • PART ind #11110

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 Oregon →

Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & TrustSurgery Center of Southern O…$5MZucker Steinberg & Wixted, P.a. 401(k) PlanZucker Steinberg & Wixted, P…$5MNeset Consulting Service Inc. 401(k) Profit Sharing PlanNeset Consulting Service Inc…$5MFpl Food, LLC 401(k) Plan$5MOcs Lighting & Control, Inc. Profit Sharing PlanOcs Lighting & Control, Inc.…$5M
End-of-year total assets ($M) among Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN931189291
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004825841 · Participants: 116Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Zucker Steinberg & Wixted, P.a. 401(k) Plan in NJ ($5M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust declined sharply - down 29.0% during 2022, from $7M to $5M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Zucker Steinberg & Wixted, P.a. 401(k) Plan in NJ ($5M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Surgery Center of Southern Oregon, L.L.C. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants, N/A 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 931189291.

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.