Key Surgical LLC 401(k) Profit Sharing Plan and Trust

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 15, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Key Surgical LLC · Minnesota · Manufacturing

What the 2023 filing shows

Key Surgical LLC 401(k) Profit Sharing Plan and Trust holds $4M for 24 participants — about $182,508 per participant, down 43.5% over the 2022 plan year.

$4M
total plan assets (2022 EOY): 24
covered participants: $182,508
avg assets per participant: -43.5%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$4M

Participants

State

Minnesota

Industry

Manufacturing

What the Filing Says About Key Surgical LLC 401(k) Profit Sharing Plan and Trust

Key Surgical LLC 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Key Surgical LLC, headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 24 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 411615197, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2022 to $4M at year-end — a decline of 43.5%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-3,368,320 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$8M
Total Assets (End of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$-3,368,320
Plan Type	401(k)
Employer EIN	411615197
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Key Surgical LLC)

Year	Plans	Participants	Total Assets
2022	1	24	$4M
2023	1	9	N/A

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Related Data

Guides

Frequently Asked Questions

How much money is in the Key Surgical LLC 401(k) Profit Sharing Plan and Trust? ▼

As of the 2022 Form 5500 filing, Key Surgical LLC 401(k) Profit Sharing Plan and Trust holds $4M in total assets with 24 participants. It is sponsored by Key Surgical LLC.

What type of plan is Key Surgical LLC 401(k) Profit Sharing Plan and Trust? ▼

Key Surgical LLC 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 411615197.

Who sponsors the Key Surgical LLC 401(k) Profit Sharing Plan and Trust? ▼

Key Surgical LLC 401(k) Profit Sharing Plan and Trust is sponsored by Key Surgical LLC, located in Minnesota. The sponsor's EIN is 411615197 and the plan operates in the Manufacturing industry.

How did Key Surgical LLC 401(k) Profit Sharing Plan and Trust perform in 2022? ▼

Key Surgical LLC 401(k) Profit Sharing Plan and Trust declined by 43.5% during 2022, moving from $8M to $4M in total assets. Net income was $-3,368,320.

Where can I find official filings for Key Surgical LLC 401(k) Profit Sharing Plan and Trust? ▼

Official Form 5500 filings for Key Surgical LLC 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411615197 or plan name at efast.dol.gov.

How does Key Surgical LLC 401(k) Profit Sharing Plan and Trust compare to other plans? ▼

You can compare Key Surgical LLC 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.