401(k) · DOL Form 5500 · 2023

Surgenex LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
74
Participants Small participant base
30th
Percentile by assets National rank
$26,280
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surgenex LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Surgenex LLC · Arizona · Other Services

$2M in assets, 74 participants

Surgenex LLC's Surgenex LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,328 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Surgenex LLC 401(k) Profit Sharing Plan & Trust ranks #4,328 of 7,857 2023 filers by assets (1032% of the sector average)-$2M for 74 participants.

#4,328
in Other Services (7,857 peers)
+98.3%
assets growth YoY

Surgenex LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Surgenex LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,944,725 30th percentile higher than 30% of 127,068 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 2023

Surgenex LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgenex LLC 401(k) Profit Sharing Plan & Trust is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surgenex LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $136K in the plan year 2022 filing to $964K in the plan year 2023 filing.
  • Surgenex LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $981K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Surgenex LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 46 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 371817287 · Surgenex LLC PY 2023 · 401(k)

Surgenex LLC 401(k) Profit Sharing Plan & Trust · $2M · 74 · 30th

  • NET $2M
  • NET 74
  • NET 30th
  • NET 401(k)
  • NET near Motion Technology Inc. 401(k) Plan
  • NET ind #4328

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 Other Services retirement plans → · Plans in Arizona →

Surgenex LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Surgenex LLC 401(k) Profit Sharing Plan & TrustSurgenex LLC 401(k) Profit S…$2MMotion Technology Inc. 401(k) PlanMotion Technology Inc. 401(k…$2MJoy Holdings 401(k) Plan$2MMcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing PlanMcdonnell Adels & Klestzick,…$2MMark of Excellence Pizza Company 401(k) PlanMark of Excellence Pizza Com…$2M
End-of-year total assets ($M) among Surgenex LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$981K
Net Assets (End of Year)$2M
Net Income$964K
Employer EIN371817287
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgenex LLC)

Sponsor-wide plan assets over time

All Surgenex LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 98.25601784454531% vs 2022
2023 filing year
$0.5M$1M$1.5M$2M$2.5M 20222023 $0.98M $1.94M ▲ +98.0%
Year Plans Participants Total Assets
2022 1 46 $981K
2023 1 74 $2M

Nearby 401(k) Plans in Arizona

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

Surgenex LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Surgenex LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001944725 · Participants: 74Surgenex LLC 401(k) Profit Sharing Plan & TrustBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Surgenex LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Surgenex LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Surgenex LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Motion Technology Inc. 401(k) Plan in MA ($2M); by covered participants it is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Surgenex LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Surgenex LLC 401(k) Profit Sharing Plan & Trust surged - up 98.3% during 2023, from $981K to $2M. Reported net income was $964K.
How have Surgenex LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Surgenex LLC's sponsor-wide assets grew 98.3%, from $981K to $2M.
Which 401(k) plans are similar in size to Surgenex LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Motion Technology Inc. 401(k) Plan in MA ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Surgenex LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants, $37K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371817287.

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.