401(k) · DOL Form 5500 · 2023

Surgical West, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$478,197
Avg per participant High balance/head
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Official DOL plan name: Surgical West, Inc. 401(k) Plan · Sponsored by Surgical West, Inc. · California · Manufacturing

$2M in assets, 5 participants

Surgical West, Inc.'s Surgical West, Inc. 401(k) Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,112 in Manufacturing (18,722 peers)

Surgical West, Inc. multi-year trail

Surgical West, Inc.'s plans moved +31.9% in assets from 2022 to 2024; this filing shows Surgical West, Inc. 401(k) Plan at $2M / 5 participants.

#3,112
in Manufacturing (18,722 peers)
+16.6%
assets growth YoY

Surgical West, Inc. 401(k) Plan among the smaller filed plans by assets

Surgical West, Inc. 401(k) Plan vs every filed plan by assets

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

$2,390,984 33rd percentile higher than 33% 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

Surgical West, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgical West, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surgical West, Inc. 401(k) Plan reported net income rose from -$267K in the plan year 2022 filing to $340K in the plan year 2023 filing.
  • Surgical West, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330341964 · Surgical West, Inc. PY 2023 · 401(k)

Surgical West, Inc. 401(k) Plan · $2M · 5 · 33rd

  • PHOTO $2M
  • PHOTO 5
  • PHOTO 33rd
  • PHOTO 401(k)
  • PHOTO near G. a. Blanco & Sons, Inc. Profit Sharing Plan and Trust
  • PHOTO ind #3112

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 Manufacturing retirement plans → · Plans in California →

Surgical West, Inc. 401(k) Plan in the asset neighbourhood

Surgical West, Inc. 401(k) PlanSurgical West, Inc. 401(k) P…$2MG. a. Blanco & Sons, Inc. Profit Sharing Plan and TrustG. a. Blanco & Sons, Inc. Pr…$2MBergmann Precision 401(k) Profit Sharing PlanBergmann Precision 401(k) Pr…$2MItg Communications, LLC 401(k) PlanItg Communications, LLC 401(…$2MMaruho Hatsujyo Innovations, Inc. 401(k) Profit Sharing PlanMaruho Hatsujyo Innovations,…$2M
End-of-year total assets ($M) among Surgical West, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Surgical West, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Surgical West, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.946499188125664% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.05M $2.71M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $3M

Surgical West, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$340K
Employer EIN330341964
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Surgical West, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Surgical West, Inc. 401(k) Plan, Total assets ($B): 0.002390984 · Participants: 5Surgical West, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Surgical West, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Surgical West, Inc. 401(k) Plan side-by-side with 3 peers →

Surgical West, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is G. a. Blanco & Sons, Inc. Profit Sharing Plan and Trust in MA ($2M); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Surgical West, Inc. 401(k) Plan assets move in 2023? ▼
Surgical West, Inc. 401(k) Plan grew sharply - up 16.6% during 2023, from $2M to $2M. Reported net income was $340K.
How have Surgical West, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgical West, Inc.'s sponsor-wide assets grew 31.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Surgical West, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is G. a. Blanco & Sons, Inc. Profit Sharing Plan and Trust in MA ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Surgical West, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K 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 330341964.

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.