401(k) · DOL Form 5500 · 2023

Swat Surgical Associates, L.L.P. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
33
Participants Small participant base
59th
Percentile by assets National rank
$309,925
Avg per participant High balance/head
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Official DOL plan name: Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan · Sponsored by Swat Surgical Associates, L.L.P. · Texas · Healthcare & Social Assistance

$10M in assets, 33 participants

Swat Surgical Associates, L.L.P.'s Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan reported $10M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,441 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan grew sharply 21.3% in 2023 ($8M → $10M) for 33 participants.

#11,441
in Healthcare & Social Assistance (17,684 peers)
+21.3%
assets growth YoY

Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,227,522 Top 41% higher than 59% 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

Swat Surgical Associates, L.L.P. 401(k) Profit Sharing 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. Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan reported participants fell from 35 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 450504628 · Swat Surgical Associates, L.L.P. PY 2023 · 401(k)

Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan · $10M · 33 · 59th

  • VS-ST $10M
  • VS-ST 33
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near Certarus USA Ltd 401(k)
  • VS-ST ind #11441

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 Texas →

Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan in the asset neighbourhood

Swat Surgical Associates, L.L.P. 401(k) Profit Sharing PlanSwat Surgical Associates, L.…$10MCertarus USA Ltd 401(k)$10MAdvanced Rehab & Sports Medicine Services 401(k) PlanAdvanced Rehab & Sports Medi…$10MGravotech, Inc. Retirement Savings PlanGravotech, Inc. Retirement S…$10MNationwide Loan Company LLC Employees Profit Sharing and Savings PlanNationwide Loan Company LLC …$10M
End-of-year total assets ($M) among Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Swat Surgical Associates, L.L.P. years around the 2023 move

Sponsor-wide plan assets over time

All Swat Surgical Associates, L.L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 3.4778633599782514% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.43M $8.72M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 35 $8M
2023 1 33 $10M
2024 1 36 $9M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN450504628
Plan Effective Date2003-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan, Total assets ($B): 0.010227522 · Participants: 33Swat Surgical Associates, L.L.P. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Certarus USA Ltd 401(k) in ($10M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan assets move in 2023? ▼
Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan grew sharply - up 21.3% during 2023, from $8M to $10M. Reported net income was $2M.
How have Swat Surgical Associates, L.L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swat Surgical Associates, L.L.P.'s sponsor-wide assets grew 3.5%, from $8M to $9M.
Which 401(k) plans are similar in size to Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Certarus USA Ltd 401(k) in ($10M, 324 participants).
Which 401(k) plans cover a similar participant headcount to Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 450504628.

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.