401(k) · DOL Form 5500 · 2023

East Tennessee Surgical Group, P.C. 401(k) Plan

Data updated 2026-08-25

$642K
Total assets Small plan by assets: 10
Participants Small participant base: 20th
Percentile by assets National rank: $64,231
Avg per participant Low balance/head

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Official DOL plan name: East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan · Sponsored by East Tennessee Surgical Group, P.C. · Tennessee · Healthcare & Social Assistance

$642K in assets, 10 participants

East Tennessee Surgical Group, P.C.'s East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan reported $642K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

#2,702 in Healthcare & Social Assistance (17,684 peers)

East Tennessee Surgical Group, P.C. multi-year trail

East Tennessee Surgical Group, P.C.'s plans moved +32.6% in assets from 2022 to 2024; this filing shows East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan at $642K / 10 participants.

#2,702
in Healthcare & Social Assistance (17,684 peers): +20.6%
assets growth YoY

East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan among the smaller filed plans by assets

East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$642,307 20th percentile higher than 20% 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

East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

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%)

East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan reported net income rose from -$65K in the plan year 2022 filing to $110K in the plan year 2023 filing.
East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $533K in the plan year 2022 filing to $642K in the plan year 2023 filing.
East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan reported participants fell from 12 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621430201 · East Tennessee Surgical Group, P.C. PY 2023 · 401(k)

East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan · $642K · 10 · 20th

EOY $642K
EOY 10
EOY 20th
EOY 401(k)
EOY near Now and Zen, Inc 401(k) Plan
EOY ind #2702

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 Tennessee →

End-of-year total assets ($M) among East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

East Tennessee Surgical Group, P.C. multi-year asset trail

Latest sponsor-wide plan assets: $706K 32.6290114520372% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	12	$533K
2023	1	10	$642K
2024	1	11	$706K

East Tennessee Surgical Group, P.C. filing trail (2023)

Total Assets (Beginning of Year)	$533K
Net Assets (End of Year)	$642K
Net Income	$110K
Employer EIN	621430201
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $23.9B · 127,010
Hca 401(k) Plan $21.5B · 291,649
Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
International Paper Company Salaried Savings Plan $4.6B · 12,153
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487

Compare East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Now and Zen, Inc 401(k) Plan in OR ($642K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($642K here).

Now and Zen, Inc 401(k) Plan (OR) $642K · 1
The Titan Plan (MA) $642K · 66
Employee Benefit Plan of Wisconsin Community Action Program Association, Inc. (WI) $642K · 195
Chankenz Company Inc. 401(k) Profit Sharing Plan (GA) $642K · 10

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 (MI) 10 · 0 off
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan (NC) 10 · 0 off
Leo Riley & Co. 401(k) Savings Plan & Trust (WY) 10 · 0 off
John Jackson Masonry 401(k) Profit Sharing Plan (CA) 10 · 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 East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼

East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan grew sharply - up 20.6% during 2023, from $533K to $642K. Reported net income was $110K.

How have East Tennessee Surgical Group, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), East Tennessee Surgical Group, P.C.'s sponsor-wide assets grew 32.6%, from $533K to $706K.

Where does East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Now and Zen, Inc 401(k) Plan in OR ($642K, 1 participant).

Which 401(k) plans cover a similar participant headcount to East Tennessee Surgical Group, P.C. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 621430201.