401(k) · DOL Form 5500 · 2023

Surgical Care Affiliates, LLC 401(k) Plan

Data updated 2026-08-25

$582M
Total assets Above avg plan size
11,697
Participants Very large workforce
98th
Percentile by assets National rank
$49,776
Avg per participant Low balance/head
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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.

  • #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.

#17,302
in Healthcare & Social Assistance (17,684 peers)
+28.9%
assets growth YoY
5.8×
vs typical plan assets (national mean)

Surgical Care Affiliates, LLC Retirement Investment Plan's outsized position by total assets

Surgical Care Affiliates, LLC Retirement Investment Plan vs every filed plan by assets

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

$582,225,746 Top 2% higher than 98% 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

Surgical Care Affiliates, LLC Retirement Investment Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgical Care Affiliates, LLC Retirement Investment Plan is a mega filing (11,697 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208922307 · Surgical Care Affiliates, LLC PY 2023 · 401(k)

Surgical Care Affiliates, LLC Retirement Investment Plan · $582M · 11,697 · 98th

  • BOY $582M
  • BOY 11,697
  • BOY 98th
  • BOY 401(k)
  • BOY near Hawaiian Airlines, Inc. Pilots' 401(k) Plan
  • BOY ind #17302

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 Minnesota →

Surgical Care Affiliates, LLC Retirement Investment Plan in the asset neighbourhood

A O Smith Retirement Security PlanA O Smith Retirement Securit…$583MOnemain 401(k) Plan$583MNetscout Systems, Inc. 401(k) PlanNetscout Systems, Inc. 401(k…$582MHawaiian Airlines, Inc. Pilots' 401(k) PlanHawaiian Airlines, Inc. Pilo…$582MSurgical Care Affiliates, LLC Retirement Investment PlanSurgical Care Affiliates, LL…$582M
End-of-year total assets ($M) among Surgical Care Affiliates, LLC Retirement Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$452M
Net Assets (End of Year)$582M
Net Income$130M
Employer EIN208922307
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgical Care Affiliates, LLC)

Sponsor-wide plan assets over time

All Surgical Care Affiliates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$713M 57.77654940377032% vs 2022
2024 filing year
$400M$500M$600M$700M$800M 202220232024 $452M $713M ▲ +57.8%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Surgical Care Affiliates, LLC Retirement Investment Plan, Total assets ($B): 0.582225746 · Participants: 11697Surgical Care Affiliates, LLC Retirement Investment PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Surgical Care Affiliates, LLC Retirement Investment Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Surgical Care Affiliates, LLC Retirement Investment Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Hawaiian Airlines, Inc. Pilots' 401(k) Plan in HI ($582M); by covered participants it is Space Exploration Technologies 401(k) Plan in CA (11,701 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($582M here).

Similar participant headcount

Nearest other-state filings by covered participants (11,697 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 Surgical Care Affiliates, LLC Retirement Investment Plan assets move in 2023? ▼
Surgical Care Affiliates, LLC Retirement Investment Plan grew sharply - up 28.9% during 2023, from $452M to $582M. Reported net income was $130M.
How have Surgical Care Affiliates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgical Care Affiliates, LLC's sponsor-wide assets grew 57.8%, from $452M to $713M.
Where does Surgical Care Affiliates, LLC Retirement Investment Plan rank by assets among Form 5500 filers? ▼
Surgical Care Affiliates, LLC Retirement Investment Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Surgical Care Affiliates, LLC Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hawaiian Airlines, Inc. Pilots' 401(k) Plan in HI ($582M, 1,021 participants).
Which 401(k) plans cover a similar participant headcount to Surgical Care Affiliates, LLC Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Space Exploration Technologies 401(k) Plan in CA (11,701 participants, $451M 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 208922307.

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.