401(k) · DOL Form 5500 · 2023

Lincoln Surgical Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
39
Participants Small participant base
58th
Percentile by assets National rank
$245,367
Avg per participant Above avg balance/head
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Official DOL plan name: Lincoln Surgical Associates Ltd. 401(k) Profit-Shari · Sponsored by Lincoln Surgical Associates, Ltd. · Illinois · Healthcare & Social Assistance

$10M in assets, 39 participants

Lincoln Surgical Associates, Ltd.'s Lincoln Surgical Associates Ltd. 401(k) Profit-Shari reported $10M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,193 in Healthcare & Social Assistance (17,684 peers)

Lincoln Surgical Associates, Ltd. multi-year trail

Lincoln Surgical Associates, Ltd.'s plans moved +40.2% in assets from 2022 to 2024; this filing shows Lincoln Surgical Associates Ltd. 401(k) Profit-Shari at $10M / 39 participants.

#11,193
in Healthcare & Social Assistance (17,684 peers)
+17.9%
assets growth YoY

Lincoln Surgical Associates Ltd. 401(k) Profit-Shari's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lincoln Surgical Associates Ltd. 401(k) Profit-Shari vs every filed plan by assets

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

$9,569,321 Top 42% higher than 58% 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

Lincoln Surgical Associates Ltd. 401(k) Profit-Shari among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lincoln Surgical Associates Ltd. 401(k) Profit-Shari is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lincoln Surgical Associates Ltd. 401(k) Profit-Shari reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lincoln Surgical Associates Ltd. 401(k) Profit-Shari end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lincoln Surgical Associates Ltd. 401(k) Profit-Shari reported participants rose from 35 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010971970 · Lincoln Surgical Associates, Ltd. PY 2023 · 401(k)

Lincoln Surgical Associates Ltd. 401(k) Profit-Shari · $10M · 39 · 58th

  • TYPE $10M
  • NET 39
  • BOOK 58th
  • VS-ST 401(k)
  • BOY near Casto Technical Services, Inc. Employee Savings Plan
  • SCH ind #11193

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 →

Lincoln Surgical Associates Ltd. 401(k) Profit-Shari in the asset neighbourhood

Lincoln Surgical Associates Ltd. 401(k) Profit-ShariLincoln Surgical Associates …$10MCasto Technical Services, Inc. Employee Savings PlanCasto Technical Services, In…$10MChambers & Owen, Inc. 401(k) Union PlanChambers & Owen, Inc. 401(k)…$10MPayday Retirement Savings PlanPayday Retirement Savings Pl…$10MCopper Queen Community Hospital 403(b) PlanCopper Queen Community Hospi…$10M
End-of-year total assets ($M) among Lincoln Surgical Associates Ltd. 401(k) Profit-Shari and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lincoln Surgical Associates, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Lincoln Surgical Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.1735106129172% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.12M $11.4M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 35 $8M
2023 1 39 $10M
2024 1 36 $11M

Lincoln Surgical Associates, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN010971970
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Lincoln Surgical Associates Ltd. 401(k) Profit-Shari vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Lincoln Surgical Associates Ltd. 401(k) Profit-Shari, Total assets ($B): 0.009569321 · Participants: 39Lincoln Surgical Associates Ltd. 401(k) Profit-ShariAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Lincoln Surgical Associates Ltd. 401(k) Profit-Shari vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Lincoln Surgical Associates Ltd. 401(k) Profit-Shari side-by-side with 3 peers →

Lincoln Surgical Associates Ltd. 401(k) Profit-Shari's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Casto Technical Services, Inc. Employee Savings Plan in WV ($10M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Lincoln Surgical Associates Ltd. 401(k) Profit-Shari assets move in 2023? ▼
Lincoln Surgical Associates Ltd. 401(k) Profit-Shari grew sharply - up 17.9% during 2023, from $8M to $10M. Reported net income was $1M.
How have Lincoln Surgical Associates, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lincoln Surgical Associates, Ltd.'s sponsor-wide assets grew 40.2%, from $8M to $11M.
Which 401(k) plans are similar in size to Lincoln Surgical Associates Ltd. 401(k) Profit-Shari? ▼
Among 401(k) plans in other states, the closest by assets is Casto Technical Services, Inc. Employee Savings Plan in WV ($10M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Lincoln Surgical Associates Ltd. 401(k) Profit-Shari? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 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 010971970.

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.