Defined Benefit (Pension) · DOL Form 5500 · 2022

Muskegon Surgical Associates, PC Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
112
Participants Small participant base
51st
Percentile by assets National rank
$45,748
Avg per participant Low balance/head
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Official DOL plan name: Muskegon Surgical Associates, PC Pension Plan · Sponsored by Muskegon Surgical Associates, PC · Michigan · Healthcare & Social Assistance

$5M in assets, 112 participants

Muskegon Surgical Associates, PC's Muskegon Surgical Associates, PC Pension Plan reported $5M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #11,381 in Healthcare & Social Assistance (20,060 peers)

Coverage in Michigan

Muskegon Surgical Associates, PC Pension Plan covers 112 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $5M.

#11,381
in Healthcare & Social Assistance (20,060 peers)
-1.2%
assets change YoY

The plan reported a net loss of $63K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Muskegon Surgical Associates, PC Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Muskegon Surgical Associates, PC Pension Plan vs every filed plan by assets

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

$5,123,813 Top 49% higher than 51% 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

Muskegon Surgical Associates, PC Pension 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. Muskegon Surgical Associates, PC Pension Plan sits mid-pack in the medium band (112 participants).

Plan-year Form 5500 strip

Filing strip 381973203 · Muskegon Surgical Associates, PC PY 2022 · Defined Benefit (Pension)

Muskegon Surgical Associates, PC Pension Plan · $5M · 112 · 51st

  • EOY $5M
  • 5500 112
  • ASSETS 51st
  • PCT Defined Benefit (Pension)
  • EIN near Employer Defined Benefit Plan of Inwood House
  • RANK ind #11381

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 Michigan →

Muskegon Surgical Associates, PC Pension Plan in the asset neighbourhood

Air Express International USA, Inc. Chicago Clerical EmployeesAir Express International US…$5MMuskegon Surgical Associates, PC Pension PlanMuskegon Surgical Associates…$5MEmployer Defined Benefit Plan of Inwood HouseEmployer Defined Benefit Pla…$5MPension Plan for Hourly Union Employees of Afa Protective Systems, Inc.Pension Plan for Hourly Unio…$5MKbc, Inc. Defined Benefit Pension PlanKbc, Inc. Defined Benefit Pe…$5M
End-of-year total assets ($M) among Muskegon Surgical Associates, PC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$63K
Employer EIN381973203
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Muskegon Surgical Associates, PC)

Sponsor-wide plan assets over time

All Muskegon Surgical Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 2.9225844832349206% vs 2022
2024 filing year
$23M$24M$25M$26M$27M$28M 202220232024 $23.7M $24.4M ▲ +2.9%
Year Plans Participants Total Assets
2022 2 226 $24M
2023 2 231 $27M
2024 2 228 $24M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Muskegon Surgical Associates, PC Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Muskegon Surgical Associates, PC Pension Plan, Total assets ($B): 0.005123813 · Participants: 112Muskegon Surgical Associates, PC Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Muskegon Surgical Associates, PC Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Muskegon Surgical Associates, PC Pension Plan side-by-side with 3 peers →

Muskegon Surgical Associates, PC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Employer Defined Benefit Plan of Inwood House in NY ($5M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Muskegon Surgical Associates, PC Pension Plan assets move in 2022? ▼
Muskegon Surgical Associates, PC Pension Plan edged down modestly - down 1.2% during 2022, from $5M to $5M. Reported net income was -$63K.
How have Muskegon Surgical Associates, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Muskegon Surgical Associates, PC's sponsor-wide assets grew 2.9%, from $24M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Muskegon Surgical Associates, PC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employer Defined Benefit Plan of Inwood House in NY ($5M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Muskegon Surgical Associates, PC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cancer Partners of Nebraska Cash Balance Plan in NE (112 participants, $9M 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 381973203.

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.