Defined Benefit (Pension) · DOL Form 5500 · 2022

Bay Area Surgical Specialists Medical Corporation Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
405
Participants Below avg headcount
77th
Percentile by assets National rank
$47,640
Avg per participant Low balance/head
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Official DOL plan name: Bay Area Surgical Specialists Defined Benefit Pp&t · Sponsored by Bay Area Surgical Specialists Medical Corporation · California · Healthcare & Social Assistance

$19M in assets, 405 participants

Bay Area Surgical Specialists Medical Corporation's Bay Area Surgical Specialists Defined Benefit Pp&t reported $19M in total assets and 405 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,132 in Healthcare & Social Assistance (20,060 peers)

Where Bay Area Surgical Specialists Defined Benefit Pp&t sits by assets

Bay Area Surgical Specialists Defined Benefit Pp&t sits in the top quartile of all filed plans by assets, $19M for 405 participants (~$47,640/participant), down 9.4% in 2022.

#16,132
in Healthcare & Social Assistance (20,060 peers)
-9.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Bay Area Surgical Specialists Defined Benefit Pp&t's outsized position by total assets

Bay Area Surgical Specialists Defined Benefit Pp&t vs every filed plan by assets

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

$19,294,350 Top 23% higher than 77% 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

Bay Area Surgical Specialists Defined Benefit Pp&t 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. Bay Area Surgical Specialists Defined Benefit Pp&t sits mid-pack in the medium band (405 participants).

Form 5500 schedule snapshot

Filing strip 562605608 · Bay Area Surgical Specialists Medical Corporation PY 2022 · Defined Benefit (Pension)

Bay Area Surgical Specialists Defined Benefit Pp&t · $19M · 405 · 77th

  • PCT $19M
  • EIN 405
  • RANK 77th
  • PHOTO Defined Benefit (Pension)
  • IND near Local 377 Pension Fund
  • EOY ind #16132

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 California →

Bay Area Surgical Specialists Defined Benefit Pp&t in the asset neighbourhood

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income PlanZimmer Biomet Holdings, Inc.…$19MSwisslog Retirement Income Plan for Salaried EmployeesSwisslog Retirement Income P…$19MLocal 377 Pension Fund$19MBay Area Surgical Specialists Defined Benefit Pp&tBay Area Surgical Specialist…$19MPension Plan of Metallurg, Inc.Pension Plan of Metallurg, I…$19M
End-of-year total assets ($M) among Bay Area Surgical Specialists Defined Benefit Pp&t and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN562605608
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Area Surgical Specialists Medical Corporation)

Sponsor-wide plan assets over time

All Bay Area Surgical Specialists Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$233M 56.518750457977674% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $149M $233M ▲ +56.5%
Year Plans Participants Total Assets
2022 3 1,410 $149M
2023 3 1,467 $198M
2024 3 1,569 $233M

Nearby Defined Benefit (Pension) Plans in California

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

Bay Area Surgical Specialists Defined Benefit Pp&t vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bay Area Surgical Specialists Defined Benefit Pp&t, Total assets ($B): 0.01929435 · Participants: 405Bay Area Surgical Specialists Defined Benefit Pp&tKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Bay Area Surgical Specialists Defined Benefit Pp&t vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Bay Area Surgical Specialists Defined Benefit Pp&t side-by-side with 3 peers →

Bay Area Surgical Specialists Defined Benefit Pp&t's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Local 377 Pension Fund in NY ($19M); by covered participants it is Lufthansa German Airlines Pension Plan for United States Employees in NY (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 Bay Area Surgical Specialists Defined Benefit Pp&t assets move in 2022? ▼
Bay Area Surgical Specialists Defined Benefit Pp&t pulled back noticeably - down 9.4% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Bay Area Surgical Specialists Medical Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Area Surgical Specialists Medical Corporation's sponsor-wide assets grew 56.5%, from $149M to $233M.
Where does Bay Area Surgical Specialists Defined Benefit Pp&t rank by assets among Form 5500 filers? ▼
Bay Area Surgical Specialists Defined Benefit Pp&t ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bay Area Surgical Specialists Defined Benefit Pp&t? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 377 Pension Fund in NY ($19M, 530 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bay Area Surgical Specialists Defined Benefit Pp&t? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lufthansa German Airlines Pension Plan for United States Employees in NY (405 participants, $147M 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 562605608.

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.