401(k) · DOL Form 5500 · 2023

Surmet Corp 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
28
Participants Small participant base
42nd
Percentile by assets National rank
$161,578
Avg per participant Above avg balance/head
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Official DOL plan name: Surmet Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Surmet Corp · Massachusetts · Professional & Technical Services

$5M in assets, 28 participants

Surmet Corp's Surmet Corp 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,135 in Professional & Technical Services (20,321 peers)

Surmet Corp multi-year trail

Surmet Corp's plans moved +47.2% in assets from 2022 to 2024; this filing shows Surmet Corp 401(k) Profit Sharing Plan & Trust at $5M / 28 participants.

#8,135
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY

Surmet Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Surmet Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,524,179 42nd percentile higher than 42% 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

Surmet Corp 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surmet Corp 401(k) Profit Sharing Plan & Trust is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surmet Corp 401(k) Profit Sharing Plan & Trust reported net income rose from -$881K in the plan year 2022 filing to $858K in the plan year 2023 filing.
  • Surmet Corp 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Surmet Corp 401(k) Profit Sharing Plan & Trust reported participants fell from 31 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042847073 · Surmet Corp PY 2023 · 401(k)

Surmet Corp 401(k) Profit Sharing Plan & Trust · $5M · 28 · 42nd

  • PCT $5M
  • PCT 28
  • PCT 42nd
  • PCT 401(k)
  • PCT near Npr of America, Inc. 401(k) Plan
  • PCT ind #8135

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Surmet Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Surmet Corp 401(k) Profit Sharing Plan & TrustSurmet Corp 401(k) Profit Sh…$5MNpr of America, Inc. 401(k) PlanNpr of America, Inc. 401(k) …$5MFeather River Tribal Health, Inc. Employer Sponsored 401(k) PlanFeather River Tribal Health,…$5MHarvest Management 401(k) Profit Sharing PlanHarvest Management 401(k) Pr…$5MS. S. White Employees 401(k) Savings PlanS. S. White Employees 401(k)…$5M
End-of-year total assets ($M) among Surmet Corp 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Surmet Corp multi-year asset trail

Sponsor-wide plan assets over time

All Surmet Corp plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.162091900506134% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.67M $5.39M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 31 $4M
2023 1 28 $5M
2024 1 24 $5M

Surmet Corp filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$858K
Employer EIN042847073
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Surmet Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Surmet Corp 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004524179 · Participants: 28Surmet Corp 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Surmet Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Surmet Corp 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Surmet Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Npr of America, Inc. 401(k) Plan in KY ($5M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Surmet Corp 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Surmet Corp 401(k) Profit Sharing Plan & Trust grew sharply - up 23.4% during 2023, from $4M to $5M. Reported net income was $858K.
How have Surmet Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surmet Corp's sponsor-wide assets grew 47.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Surmet Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Npr of America, Inc. 401(k) Plan in KY ($5M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Surmet Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K 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 042847073.

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.