401(k) · DOL Form 5500 · 2023

Franciscan Surgery Center, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
105
Participants Small participant base
49th
Percentile by assets National rank
$61,216
Avg per participant Low balance/head
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Official DOL plan name: Franciscan Surgery Center, LLC 401(k) Plan · Sponsored by Franciscan Surgery Center, LLC · Indiana · Healthcare & Social Assistance

$6M in assets, 105 participants

Franciscan Surgery Center, LLC's Franciscan Surgery Center, LLC 401(k) Plan reported $6M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,615 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Franciscan Surgery Center, LLC 401(k) Plan covers 105 participants in Indiana, about 19% of the average Indiana filer (state average ~541 per filing). Assets: $6M.

#9,615
in Healthcare & Social Assistance (17,684 peers)
+39.7%
assets growth YoY

Franciscan Surgery Center, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Franciscan Surgery Center, LLC 401(k) Plan vs every filed plan by assets

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

$6,427,688 49th percentile higher than 49% 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

Franciscan Surgery Center, 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. Franciscan Surgery Center, LLC 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Franciscan Surgery Center, LLC 401(k) Plan reported net income rose from -$27K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Franciscan Surgery Center, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Franciscan Surgery Center, LLC 401(k) Plan reported participants rose from 99 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 352128334 · Franciscan Surgery Center, LLC PY 2023 · 401(k)

Franciscan Surgery Center, LLC 401(k) Plan · $6M · 105 · 49th

  • 5500 $6M
  • ASSETS 105
  • PCT 49th
  • EIN 401(k)
  • RANK near Tedia Company, Inc. 401(k) Plan
  • PHOTO ind #9615

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 Indiana →

Franciscan Surgery Center, LLC 401(k) Plan in the asset neighbourhood

Franciscan Surgery Center, LLC 401(k) PlanFranciscan Surgery Center, L…$6MTedia Company, Inc. 401(k) PlanTedia Company, Inc. 401(k) P…$6MBudney Overhaul & Repair, Ltd Employee Retirement PlanBudney Overhaul & Repair, Lt…$6MPkg Retirement Savings Plan$6MWashington-Morgan Community Action 401(k) PlanWashington-Morgan Community …$6M
End-of-year total assets ($M) among Franciscan Surgery Center, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN352128334
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franciscan Surgery Center, LLC)

Sponsor-wide plan assets over time

All Franciscan Surgery Center, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 78.15863279998365% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.6M $8.2M ▲ +78.3%
Year Plans Participants Total Assets
2022 1 99 $5M
2023 1 105 $6M
2024 1 109 $8M

Nearby 401(k) Plans in Indiana

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

Franciscan Surgery Center, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Franciscan Surgery Center, LLC 401(k) Plan, Total assets ($B): 0.006427688 · Participants: 105Franciscan Surgery Center, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Franciscan Surgery Center, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Franciscan Surgery Center, LLC 401(k) Plan side-by-side with 3 peers →

Franciscan Surgery Center, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Tedia Company, Inc. 401(k) Plan in OH ($6M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Franciscan Surgery Center, LLC 401(k) Plan assets move in 2023? ▼
Franciscan Surgery Center, LLC 401(k) Plan surged - up 39.7% during 2023, from $5M to $6M. Reported net income was $2M.
How have Franciscan Surgery Center, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franciscan Surgery Center, LLC's sponsor-wide assets grew 78.2%, from $5M to $8M.
Which 401(k) plans are similar in size to Franciscan Surgery Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tedia Company, Inc. 401(k) Plan in OH ($6M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Franciscan Surgery Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 352128334.

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.