401(k) · DOL Form 5500 · 2023

Surgent Mccoy Cpe, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
207
Participants Below avg headcount
67th
Percentile by assets National rank
$71,955
Avg per participant Below avg balance/head
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Official DOL plan name: Surgent Mccoy Cpe, LLC 401(k) Plan · Sponsored by Surgent Mccoy Cpe, LLC · Pennsylvania · Educational Services

$15M in assets, 207 participants

Surgent Mccoy Cpe, LLC's Surgent Mccoy Cpe, LLC 401(k) Plan reported $15M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,847 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Surgent Mccoy Cpe, LLC 401(k) Plan covers 207 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#1,847
in Educational Services (3,735 peers)
+28.6%
assets growth YoY

Surgent Mccoy Cpe, LLC 401(k) Plan's outsized position by total assets

Surgent Mccoy Cpe, LLC 401(k) Plan vs every filed plan by assets

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

$14,894,667 Top 33% higher than 67% 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

Surgent Mccoy Cpe, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgent Mccoy Cpe, LLC 401(k) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surgent Mccoy Cpe, LLC 401(k) Plan reported net income rose from $323K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Surgent Mccoy Cpe, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Surgent Mccoy Cpe, LLC 401(k) Plan reported participants rose from 170 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 342037648 · Surgent Mccoy Cpe, LLC PY 2023 · 401(k)

Surgent Mccoy Cpe, LLC 401(k) Plan · $15M · 207 · 67th

  • 5500 $15M
  • 5500 207
  • 5500 67th
  • 5500 401(k)
  • 5500 near Coastal States Bank 401(k) Plan
  • 5500 ind #1847

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 Educational Services retirement plans → · Plans in Pennsylvania →

Surgent Mccoy Cpe, LLC 401(k) Plan in the asset neighbourhood

Elk Operating Services, LLC 401(k) Profit Sharing PlanElk Operating Services, LLC …$15MQualstar Credit Union 401(k) Profit Sharing PlanQualstar Credit Union 401(k)…$15MSurgent Mccoy Cpe, LLC 401(k) PlanSurgent Mccoy Cpe, LLC 401(k…$15MCoastal States Bank 401(k) PlanCoastal States Bank 401(k) P…$15MThe Debt Exchange 401(k) Retirement PlanThe Debt Exchange 401(k) Ret…$15M
End-of-year total assets ($M) among Surgent Mccoy Cpe, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN342037648
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgent Mccoy Cpe, LLC)

Sponsor-wide plan assets over time

All Surgent Mccoy Cpe, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 53.58515641202709% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.6M $17.8M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 170 $12M
2023 1 207 $15M
2024 1 190 $18M

Nearby 401(k) Plans in Pennsylvania

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

Surgent Mccoy Cpe, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Surgent Mccoy Cpe, LLC 401(k) Plan, Total assets ($B): 0.014894667 · Participants: 207Surgent Mccoy Cpe, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Surgent Mccoy Cpe, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Surgent Mccoy Cpe, LLC 401(k) Plan side-by-side with 3 peers →

Surgent Mccoy Cpe, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Coastal States Bank 401(k) Plan in SC ($15M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Surgent Mccoy Cpe, LLC 401(k) Plan assets move in 2023? ▼
Surgent Mccoy Cpe, LLC 401(k) Plan grew sharply - up 28.6% during 2023, from $12M to $15M. Reported net income was $3M.
How have Surgent Mccoy Cpe, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgent Mccoy Cpe, LLC's sponsor-wide assets grew 53.6%, from $12M to $18M.
Which 401(k) plans are similar in size to Surgent Mccoy Cpe, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coastal States Bank 401(k) Plan in SC ($15M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Surgent Mccoy Cpe, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 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 342037648.

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.