ESOP · DOL Form 5500 · 2023

Surgical Communications ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
31
Participants Small participant base
34th
Percentile by assets National rank
$87,751
Avg per participant Below avg balance/head
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Official DOL plan name: Surgical Communications Employee Stock Ownership Plan and Trust · Sponsored by Surgical Communications · Nebraska · Professional & Technical Services

$3M in assets, 31 participants

Surgical Communications's Surgical Communications Employee Stock Ownership Plan and Trust reported $3M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,296 in Professional & Technical Services (20,321 peers)

Surgical Communications multi-year trail

Surgical Communications's plans moved +306.3% in assets from 2022 to 2024; this filing shows Surgical Communications Employee Stock Ownership Plan and Trust at $3M / 31 participants.

#6,296
in Professional & Technical Services (20,321 peers)
+326.5%
assets growth YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surgical Communications Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Surgical Communications Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,720,283 34th percentile higher than 34% 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 Communications Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgical Communications Employee Stock Ownership Plan and Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surgical Communications Employee Stock Ownership Plan and Trust end-of-year assets rose from $638K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Surgical Communications Employee Stock Ownership Plan and Trust reported net income fell from $56K in the plan year 2022 filing to -$2K in the plan year 2023 filing.
  • Surgical Communications Employee Stock Ownership Plan and Trust reported participants rose from 28 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470726766 · Surgical Communications PY 2023 · ESOP

Surgical Communications Employee Stock Ownership Plan and Trust · $3M · 31 · 34th

  • EOY $3M
  • 5500 31
  • ASSETS 34th
  • PCT ESOP
  • EIN near Daily Printing, Inc. Employee Stock Ownership Plan
  • RANK ind #6296

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 What is an ESOP? → · Plans in Nebraska →

Surgical Communications Employee Stock Ownership Plan and Trust in the asset neighbourhood

Surgical Communications Employee Stock Ownership Plan and TrustSurgical Communications Empl…$3MDaily Printing, Inc. Employee Stock Ownership PlanDaily Printing, Inc. Employe…$3MCommunity Living Concepts, Inc. Employee Stock Ownership PlanCommunity Living Concepts, I…$3MHenick-Lane Service Corp. Employee Stock Ownership PlanHenick-Lane Service Corp. Em…$3MP & M Steel Co. Employee Stock Ownership PlanP & M Steel Co. Employee Sto…$3M
End-of-year total assets ($M) among Surgical Communications Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Surgical Communications multi-year asset trail

Sponsor-wide plan assets over time

All Surgical Communications plans reported in each filing year

Latest sponsor-wide plan assets
$3M 306.27787855650024% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.64M $2.59M ▲ +304.7%
Year Plans Participants Total Assets
2022 1 28 $638K
2023 1 31 $3M
2024 1 32 $3M

Surgical Communications filing trail (2023)

Total Assets (Beginning of Year)$638K
Net Assets (End of Year)$636K
Net Income-$2K
Employer EIN470726766
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Nebraska

Peer ESOP plans, same state, same plan type, ranked by total assets.

Surgical Communications Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Surgical Communications Employee Stock Ownership Plan and Trust, Total assets ($M): 2.720283 · Participants: 31Surgical Communications Employee Stock Ownership Plan and TrustMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
Surgical Communications Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Surgical Communications Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Surgical Communications Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Daily Printing, Inc. Employee Stock Ownership Plan in MN ($3M); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Communications Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Surgical Communications Employee Stock Ownership Plan and Trust surged - up 326.5% during 2023, from $638K to $3M. Reported net income was -$2K.
How have Surgical Communications plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgical Communications's sponsor-wide assets grew 306.3%, from $638K to $3M.
Which ESOP plans are similar in size to Surgical Communications Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Daily Printing, Inc. Employee Stock Ownership Plan in MN ($3M, 47 participants).
Which ESOP plans cover a similar participant headcount to Surgical Communications Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants, $11M 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 470726766.

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.