401(k) · DOL Form 5500 · 2023
Idaho Falls Surgical Specialists, PLLC 401(k) Plan
Data updated 2026-08-25
- $755K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $68,634
- Avg per participant Below avg balance/head
Official DOL plan name: Idaho Falls Surgical Specialists, PLLC 401(k) Plan · Sponsored by Idaho Falls Surgical Specialists, PLLC · Idaho · Healthcare & Social Assistance
$755K in assets, 11 participants
Idaho Falls Surgical Specialists, PLLC's Idaho Falls Surgical Specialists, PLLC 401(k) Plan reported $755K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,969 in Healthcare & Social Assistance (17,684 peers)
Idaho Falls Surgical Specialists, PLLC multi-year trail
Idaho Falls Surgical Specialists, PLLC's plans moved +226.8% in assets from 2022 to 2024; this filing shows Idaho Falls Surgical Specialists, PLLC 401(k) Plan at $755K / 11 participants.
- #2,969
- in Healthcare & Social Assistance (17,684 peers)
- +131.6%
- assets growth YoY
Idaho Falls Surgical Specialists, PLLC 401(k) Plan among the smaller filed plans by assets
Idaho Falls Surgical Specialists, PLLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$754,975 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Idaho Falls Surgical Specialists, PLLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Idaho Falls Surgical Specialists, PLLC 401(k) Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Idaho Falls Surgical Specialists, PLLC 401(k) Plan end-of-year assets rose from $326K in the plan year 2022 filing to $755K in the plan year 2023 filing.
- Idaho Falls Surgical Specialists, PLLC 401(k) Plan reported net income rose from $326K in the plan year 2022 filing to $429K in the plan year 2023 filing.
- Idaho Falls Surgical Specialists, PLLC 401(k) Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.
DOL schedule card
Filing strip 202745589 · Idaho Falls Surgical Specialists, PLLC PY 2023 · 401(k)
Idaho Falls Surgical Specialists, PLLC 401(k) Plan · $755K · 11 · 21st
- 5500 $755K
- ASSETS 11
- PCT 21st
- EIN 401(k)
- RANK near First Federal Bank Ssb, Formerly Known as First Federal Savings & Loan Association of Littlefield Profit Sharing Plan
- PHOTO ind #2969
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 Idaho →
Idaho Falls Surgical Specialists, PLLC 401(k) Plan in the asset neighbourhood
Idaho Falls Surgical Specialists, PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Idaho Falls Surgical Specialists, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 226.75450035131428% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $326K |
| 2023 | 1 | 11 | $755K |
| 2024 | 1 | 12 | $1M |
Idaho Falls Surgical Specialists, PLLC filing trail (2023)
| Total Assets (Beginning of Year) | $326K |
|---|---|
| Net Assets (End of Year) | $755K |
| Net Income | $429K |
| Employer EIN | 202745589 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
- Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
- Simplot Retirement Savings Plan $1.4B · 8,746
- Idaho Power Company Employee Savings Plan $794M · 2,089
- Boise Cascade Company Savings Plan $656M · 3,476
Idaho Falls Surgical Specialists, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is First Federal Bank Ssb, Formerly Known as First Federal Savings & Loan Association of Littlefield Profit Sharing Plan in TX ($755K); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($755K here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- True Colors International, Inc. Retirement Plan (CA) 11 · 0 off
- Fresno Neon Sign Co., Inc. 401(k) Profit Sharing Plan (CA) 11 · 0 off
- Bg Logistics, Inc. 401(k) Plan (FL) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.