401(k) · DOL Form 5500 · 2023

Northwest Michigan Surgery Center 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
132
Participants Small participant base
53rd
Percentile by assets National rank
$58,197
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Northwest Michigan Surgery Center 401(k) Plan and Trust · Sponsored by Northwest Michigan Surgery Center · Michigan · Healthcare & Social Assistance

$8M in assets, 132 participants

Northwest Michigan Surgery Center's Northwest Michigan Surgery Center 401(k) Plan and Trust reported $8M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,321 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Northwest Michigan Surgery Center 401(k) Plan and Trust covers 132 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $8M.

#10,321
in Healthcare & Social Assistance (17,684 peers)
+22.0%
assets growth YoY

Northwest Michigan Surgery Center 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Northwest Michigan Surgery Center 401(k) Plan and Trust vs every filed plan by assets

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

$7,682,047 Top 47% higher than 53% 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

Northwest Michigan Surgery Center 401(k) Plan and Trust 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. Northwest Michigan Surgery Center 401(k) Plan and Trust sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northwest Michigan Surgery Center 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Northwest Michigan Surgery Center 401(k) Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Northwest Michigan Surgery Center 401(k) Plan and Trust reported participants rose from 130 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383551681 · Northwest Michigan Surgery Center PY 2023 · 401(k)

Northwest Michigan Surgery Center 401(k) Plan and Trust · $8M · 132 · 53rd

  • RANK $8M
  • PHOTO 132
  • IND 53rd
  • EOY 401(k)
  • 5500 near American Bank and Trust Company 401(k) Profit Sharing Plan
  • ASSETS ind #10321

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 Michigan →

Northwest Michigan Surgery Center 401(k) Plan and Trust in the asset neighbourhood

Northwest Michigan Surgery Center 401(k) Plan and TrustNorthwest Michigan Surgery C…$8MAmerican Bank and Trust Company 401(k) Profit Sharing PlanAmerican Bank and Trust Comp…$8MMccollum, Crowley, Moschet & Miller, Ltd. 401(k) PlanMccollum, Crowley, Moschet &…$8MHyman Bros. of Midlothian 401(k) PlanHyman Bros. of Midlothian 40…$8MKmm Retirement Plan$8M
End-of-year total assets ($M) among Northwest Michigan Surgery Center 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN383551681
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwest Michigan Surgery Center)

Sponsor-wide plan assets over time

All Northwest Michigan Surgery Center plans reported in each filing year

Latest sponsor-wide plan assets
$9M 38.4554284356161% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.3M $8.72M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 130 $6M
2023 1 132 $8M
2024 1 148 $9M

Nearby 401(k) Plans in Michigan

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

Northwest Michigan Surgery Center 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Northwest Michigan Surgery Center 401(k) Plan and Trust, Total assets ($B): 0.007682047 · Participants: 132Northwest Michigan Surgery Center 401(k) Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Northwest Michigan Surgery Center 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Northwest Michigan Surgery Center 401(k) Plan and Trust side-by-side with 3 peers →

Northwest Michigan Surgery Center 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is American Bank and Trust Company 401(k) Profit Sharing Plan in IA ($8M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Northwest Michigan Surgery Center 401(k) Plan and Trust assets move in 2023? ▼
Northwest Michigan Surgery Center 401(k) Plan and Trust grew sharply - up 22.0% during 2023, from $6M to $8M. Reported net income was $1M.
How have Northwest Michigan Surgery Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwest Michigan Surgery Center's sponsor-wide assets grew 38.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Northwest Michigan Surgery Center 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Bank and Trust Company 401(k) Profit Sharing Plan in IA ($8M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Northwest Michigan Surgery Center 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 383551681.

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.