401(k) · DOL Form 5500 · 2023

Healthcrest Surgical Management, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
268
Participants Below avg headcount
62nd
Percentile by assets National rank
$43,643
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Healthcrest Surgical 401(k) Plan · Sponsored by Healthcrest Surgical Management, LLC · Oklahoma · Healthcare & Social Assistance

$12M in assets, 268 participants

Healthcrest Surgical Management, LLC's Healthcrest Surgical 401(k) Plan reported $12M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,919 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oklahoma

Healthcrest Surgical 401(k) Plan covers 268 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#11,919
in Healthcare & Social Assistance (17,684 peers)
+23.2%
assets growth YoY

Healthcrest Surgical 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Healthcrest Surgical 401(k) Plan vs every filed plan by assets

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

$11,696,257 Top 38% higher than 62% 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

Healthcrest Surgical 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthcrest Surgical 401(k) Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthcrest Surgical 401(k) Plan reported net income rose from -$525K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Healthcrest Surgical 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Healthcrest Surgical 401(k) Plan reported participants rose from 250 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 813933873 · Healthcrest Surgical Management, LLC PY 2023 · 401(k)

Healthcrest Surgical 401(k) Plan · $12M · 268 · 62nd

  • BOY $12M
  • SCH 268
  • EBSA 62nd
  • PART 401(k)
  • TYPE near Petroleum Wholesale LP 401(k) Profit Sharing Plan
  • NET ind #11919

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 Oklahoma →

Healthcrest Surgical 401(k) Plan in the asset neighbourhood

Healthcrest Surgical 401(k) PlanHealthcrest Surgical 401(k) …$12MPetroleum Wholesale LP 401(k) Profit Sharing PlanPetroleum Wholesale LP 401(k…$12MFair-Rite Products Corp. 401(k) PlanFair-Rite Products Corp. 401…$12MAlimera Sciences, Inc. 401(k) PlanAlimera Sciences, Inc. 401(k…$12MDronedeploy, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Healthcrest Surgical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN813933873
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcrest Surgical Management, LLC)

Sponsor-wide plan assets over time

All Healthcrest Surgical Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.071836822661588% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.49M $12.1M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 250 $9M
2023 1 268 $12M
2024 1 338 $12M

Nearby 401(k) Plans in Oklahoma

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

Healthcrest Surgical 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Healthcrest Surgical 401(k) Plan, Total assets ($B): 0.011696257 · Participants: 268Healthcrest Surgical 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Healthcrest Surgical 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Healthcrest Surgical 401(k) Plan side-by-side with 3 peers →

Healthcrest Surgical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Petroleum Wholesale LP 401(k) Profit Sharing Plan in TX ($12M); by covered participants it is Patientpop Inc. Retirement Trust in CA (268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Healthcrest Surgical 401(k) Plan assets move in 2023? ▼
Healthcrest Surgical 401(k) Plan grew sharply - up 23.2% during 2023, from $9M to $12M. Reported net income was $2M.
How have Healthcrest Surgical Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthcrest Surgical Management, LLC's sponsor-wide assets grew 27.1%, from $9M to $12M.
Which 401(k) plans are similar in size to Healthcrest Surgical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Petroleum Wholesale LP 401(k) Profit Sharing Plan in TX ($12M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Healthcrest Surgical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patientpop Inc. Retirement Trust in CA (268 participants, N/A 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 813933873.

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.