401(k) · DOL Form 5500 · 2022

Monterey Peninsula Surgery Center, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
192
Participants Below avg headcount
71st
Percentile by assets National rank
$73,143
Avg per participant Below avg balance/head
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Official DOL plan name: Monterey Peninsula Surgery Center, LLC 401(k) Plan · Sponsored by Monterey Peninsula Surgery Center, LLC · California · Healthcare & Social Assistance

$14M in assets, 192 participants

Monterey Peninsula Surgery Center, LLC's Monterey Peninsula Surgery Center, LLC 401(k) Plan reported $14M in total assets and 192 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,254 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Monterey Peninsula Surgery Center, LLC 401(k) Plan covers 192 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $14M.

#15,254
in Healthcare & Social Assistance (20,060 peers)
-20.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monterey Peninsula Surgery Center, LLC 401(k) Plan's outsized position by total assets

Monterey Peninsula Surgery Center, LLC 401(k) Plan vs every filed plan by assets

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

$14,043,500 Top 29% higher than 71% 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

Monterey Peninsula Surgery Center, LLC 401(k) 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. Monterey Peninsula Surgery Center, LLC 401(k) Plan sits mid-pack in the medium band (192 participants).

Plan-year Form 5500 strip

Filing strip 770470910 · Monterey Peninsula Surgery Center, LLC PY 2022 · 401(k)

Monterey Peninsula Surgery Center, LLC 401(k) Plan · $14M · 192 · 71st

  • EBSA $14M
  • EBSA 192
  • EBSA 71st
  • EBSA 401(k)
  • EBSA near P10 401(k) Profit Sharing Plan
  • EBSA ind #15254

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 →

Monterey Peninsula Surgery Center, LLC 401(k) Plan in the asset neighbourhood

Monterey Peninsula Surgery Center, LLC 401(k) PlanMonterey Peninsula Surgery C…$14MP10 401(k) Profit Sharing PlanP10 401(k) Profit Sharing Pl…$14MUS Signal Company 401(k) Plan$14MAmerican Consulting Professionals, LLC 401(k) PlanAmerican Consulting Professi…$14MSmith Debnam 401(k) Plan$14M
End-of-year total assets ($M) among Monterey Peninsula Surgery Center, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN770470910
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Peninsula Surgery Center, LLC)

Sponsor-wide plan assets over time

All Monterey Peninsula Surgery Center, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 23.628376117064835% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14M $17.4M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 192 $14M
2023 1 223 $16M
2024 1 219 $17M

Nearby 401(k) Plans in California

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

Monterey Peninsula Surgery Center, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monterey Peninsula Surgery Center, LLC 401(k) Plan, Total assets ($B): 0.0140435 · Participants: 192Monterey Peninsula Surgery Center, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Monterey Peninsula Surgery Center, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monterey Peninsula Surgery Center, LLC 401(k) Plan side-by-side with 3 peers →

Monterey Peninsula Surgery Center, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is P10 401(k) Profit Sharing Plan in TX ($14M); by covered participants it is Discovery Living, Inc. 401(k) Plan in IA (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Monterey Peninsula Surgery Center, LLC 401(k) Plan assets move in 2022? ▼
Monterey Peninsula Surgery Center, LLC 401(k) Plan declined sharply - down 20.6% during 2022, from $18M to $14M. Reported net income was -$4M.
How have Monterey Peninsula Surgery Center, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Peninsula Surgery Center, LLC's sponsor-wide assets grew 23.6%, from $14M to $17M.
Which 401(k) plans are similar in size to Monterey Peninsula Surgery Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is P10 401(k) Profit Sharing Plan in TX ($14M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Monterey Peninsula Surgery Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Discovery Living, Inc. 401(k) Plan in IA (192 participants, $2M 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 770470910.

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.