401(k) · DOL Form 5500 · 2023
Surgical Care Affiliates, LLC 401(k) Plan
Data updated 2026-08-11
- $582M
- Total assets
- 11,697
- Participants
- 98th
- Percentile by assets
- $49,776
- Avg per participant
Official DOL plan name: Surgical Care Affiliates, LLC Retirement Investment Plan · Sponsored by Surgical Care Affiliates, LLC · Minnesota · Healthcare & Social Assistance
$582M in assets, 11,697 participants
Surgical Care Affiliates, LLC's Surgical Care Affiliates, LLC Retirement Investment Plan reported $582M in total assets and 11,697 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,302 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Surgical Care Affiliates, LLC Retirement Investment Plan covers 11,697 participants in Minnesota, 10x the typical Minnesota plan (state average ~1,126 per filing). Assets: $582M.
- $582M
- total plan assets (2023 EOY)
- 11,697
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $49,776
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Surgical Care Affiliates, LLC Retirement Investment Plan reported net income rose from -$35M in the plan year 2022 filing to $130M in the plan year 2023 filing.
- Surgical Care Affiliates, LLC Retirement Investment Plan end-of-year assets rose from $452M in the plan year 2022 filing to $582M in the plan year 2023 filing.
- Surgical Care Affiliates, LLC Retirement Investment Plan reported participants rose from 10,996 in the plan year 2022 filing to 11,697 in the plan year 2023 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Surgical Care Affiliates, LLC Retirement Investment Plan reports 11,697 participants - 10x that state average ($582M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $452M |
|---|---|
| Net Assets (End of Year) | $582M |
| Net Income | $130M |
| Employer EIN | 208922307 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surgical Care Affiliates, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,996 | $452M |
| 2023 | 1 | 11,697 | $582M |
| 2024 | 1 | 12,913 | $713M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Surgical Care Affiliates, LLC Retirement Investment Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Scale composition for Surgical Care Affiliates, LLC Retirement Investment Plan
Surgical Care Affiliates, LLC Retirement Investment Plan reports $582M in end-of-year assets across 11,697 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $49,776 per participant (36% of the national average assets-per-participant) . Net income for plan year 2023 was $130M.
This plan identity (EIN 208922307, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $452M to $713M (+57.8%) while covered participants moved from 10,996 to 12,913 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,996 | $452M | Open filing |
| 2023 | 11,697 | $582M | This page |
| 2024 · index core | 12,913 | $713M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Surgical Care Affiliates, LLC Retirement Investment Plan (401(k), $713M, 12,913 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Surgical Care Affiliates, LLC Retirement Investment Plan by total assets, not by location.
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan (HI) $582M · 1,021
- Netscout Systems, Inc. 401(k) Plan (MA) $582M · 1,505
- Onemain 401(k) Plan (IN) $583M · 9,161
- A O Smith Retirement Security Plan (WI) $583M · 4,638
Frequently Asked Questions
How did Surgical Care Affiliates, LLC Retirement Investment Plan assets move in 2023? ▼
How have Surgical Care Affiliates, LLC plan assets changed over time? ▼
Where does Surgical Care Affiliates, LLC Retirement Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Surgical Care Affiliates, LLC Retirement Investment Plan? ▼
Next read for Surgical Care Affiliates, LLC Retirement…
Filing takeaways
Ways to act on Surgical Care Affiliates, LLC Retirement Investment Plan's numbers.
- By total assets, Surgical Care Affiliates, LLC Retirement Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Surgical Care Affiliates, LLC's sponsor-wide assets have grown 57.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans