401(k) · DOL Form 5500 · 2022

Waukesha Surgical Specialists, S.C. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
29
Participants Small participant base
76th
Percentile by assets National rank
$651,445
Avg per participant High balance/head
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Official DOL plan name: Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan · Sponsored by Waukesha Surgical Specialists, S.C. · Wisconsin · Healthcare & Social Assistance

$19M in assets, 29 participants

Waukesha Surgical Specialists, S.C.'s Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan reported $19M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,086 in Healthcare & Social Assistance (20,060 peers)

Where Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan sits by assets

Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 29 participants (~$651,445/participant), down 2.3% in 2022.

#16,086
in Healthcare & Social Assistance (20,060 peers)
-2.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $443K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan's outsized position by total assets

Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,891,902 Top 24% higher than 76% of 139,123 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 2022

Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 391228742 · Waukesha Surgical Specialists, S.C. PY 2022 · 401(k)

Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan · $19M · 29 · 76th

  • EBSA $19M
  • PART 29
  • TYPE 76th
  • NET 401(k)
  • BOOK near Collabralink 401(k) Plan
  • VS-ST ind #16086

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 Wisconsin →

Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Waukesha Surgical Specialists S.C. 401(k) Profit Sharing PlanWaukesha Surgical Specialist…$19MCollabralink 401(k) Plan$19MPinnacle Exhibits 401(k) Plan$19MCornell Dubilier Electronics, Inc. 401(k) PlanCornell Dubilier Electronics…$19MInventrust Properties Corp. Savings PlanInventrust Properties Corp. …$19M
End-of-year total assets ($M) among Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$443K
Employer EIN391228742
Plan Effective Date1975-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.018891902 · Participants: 29Waukesha Surgical Specialists S.C. 401(k) Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Collabralink 401(k) Plan in VA ($19M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan edged down modestly - down 2.3% during 2022, from $19M to $19M. Reported net income was -$443K.
Where does Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collabralink 401(k) Plan in VA ($19M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Waukesha Surgical Specialists S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391228742.

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.