401(k) · DOL Form 5500 · 2023

Surgalign Technologies, Inc 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 154
Participants Small participant base: 75th
Percentile by assets National rank: $148,844
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. · Sponsored by Surgalign Technologies, Inc · Illinois · Healthcare & Social Assistance

$23M in assets, 154 participants

Surgalign Technologies, Inc's Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. reported $23M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

#13,971 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. covers 154 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#13,971
in Healthcare & Social Assistance (17,684 peers): -15.4%
assets change YoY: 0.2×
vs typical plan assets (national mean)

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.

Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc.'s outsized position by total assets

Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. vs every filed plan by assets

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

$22,921,985 Top 25% higher than 75% 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

Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. 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. Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. sits mid-pack in the medium band (154 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. reported net income rose from -$7M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. end-of-year assets fell from $27M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. reported participants fell from 173 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 593466543 · Surgalign Technologies, Inc PY 2023 · 401(k)

Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. · $23M · 154 · 75th

EOY $23M
5500 154
ASSETS 75th
PCT 401(k)
EIN near Continental Office Interests Savings Plan
RANK ind #13971

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 Illinois →

End-of-year total assets ($M) among Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$23M
Net Income	-$4M
Employer EIN	593466543
Plan Effective Date	1998-01-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Surgalign Technologies, Inc)

Latest sponsor-wide plan assets: $23M 15.44036922650132% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	173	$27M
2023	1	154	$23M

Nearby 401(k) Plans in Illinois

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

Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. side-by-side with 3 peers →

Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Continental Office Interests Savings Plan in OH ($23M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Continental Office Interests Savings Plan (OH) $23M · 158
Fi-Tek Group 401(k) Plan (NJ) $23M · 152
California Association of Winegrape Growers Retirement Plan and Trust (CA) $23M · 1,068
Portland Cement Association Long-Term Savings and Thrift Plans (DC) $23M · 57

Similar participant headcount

Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.

Eaze Solutions Inc. Retirement Trust (CA) 154 · 0 off
Dennelisse Corporation 401(k) Plan (NY) 154 · 0 off
Pacific Dealership Group Retirement Plan (CA) 154 · 0 off
The Presbyterian Home at Charlotte, Inc. 401(k) Plan (NC) 154 · 0 off

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 Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. assets move in 2023? ▼

Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. declined sharply - down 15.4% during 2023, from $27M to $23M. Reported net income was -$4M.

How have Surgalign Technologies, Inc plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Surgalign Technologies, Inc's sponsor-wide assets declined 15.4%, from $27M to $23M.

Where does Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. rank by assets among Form 5500 filers? ▼

Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc. ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc.? ▼

Among 401(k) plans in other states, the closest by assets is Continental Office Interests Savings Plan in OH ($23M, 158 participants).

Which 401(k) plans cover a similar participant headcount to Section 401(k) Plan for Employees of Surgalign Spine Technologies, Inc.? ▼

Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M 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 593466543.