401(k) · DOL Form 5500 · 2023
Lincoln Surgery Center, LLC 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 432
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $83,854
- Avg per participant Below avg balance/head
Official DOL plan name: Lincoln Surgery Ctr 401(k) Plan · Sponsored by Lincoln Surgery Center, LLC · Nebraska · Healthcare & Social Assistance
$36M in assets, 432 participants
Lincoln Surgery Center, LLC's Lincoln Surgery Ctr 401(k) Plan reported $36M in total assets and 432 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,952 in Healthcare & Social Assistance (17,684 peers)
Where Lincoln Surgery Ctr 401(k) Plan sits by assets
Lincoln Surgery Ctr 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 432 participants (~$83,854/participant), up 23.6% in 2023.
- #14,952
- in Healthcare & Social Assistance (17,684 peers)
- +23.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Lincoln Surgery Ctr 401(k) Plan's outsized position by total assets
Lincoln Surgery Ctr 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,224,978 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lincoln Surgery Ctr 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. Lincoln Surgery Ctr 401(k) Plan sits mid-pack in the medium band (432 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lincoln Surgery Ctr 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Lincoln Surgery Ctr 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Lincoln Surgery Ctr 401(k) Plan reported participants rose from 406 in the plan year 2022 filing to 432 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 470807324 · Lincoln Surgery Center, LLC PY 2023 · 401(k)
Lincoln Surgery Ctr 401(k) Plan · $36M · 432 · 82nd
- SCH $36M
- SCH 432
- SCH 82nd
- SCH 401(k)
- SCH near Revecore 401(k) Plan
- SCH ind #14952
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 Nebraska →
Lincoln Surgery Ctr 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $7M |
| Employer EIN | 470807324 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lincoln Surgery Center, LLC)
Sponsor-wide plan assets over time
All Lincoln Surgery Center, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 35.619033059900026% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 406 | $29M |
| 2023 | 1 | 432 | $36M |
| 2024 | 1 | 446 | $40M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
- Union Pacific Corporation Thrift Plan $2.3B · 5,470
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
- First National of Nebraska, Inc. First Savings Plan $926M · 5,038
Lincoln Surgery Ctr 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Revecore 401(k) Plan in TN ($36M); by covered participants it is The Farmers & Merchants State Bank 401(k) Profit Sharing Plan in OH (432 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Revecore 401(k) Plan (TN) $36M · 1,061
- G2o 401(k) Savings Plan (OH) $36M · 209
- Kingsway America Inc. 401(k) Retirement Savings Plan (IL) $36M · 232
- Squire & Company 401(k) Profit Sharing Plan (UT) $36M · 173
Similar participant headcount
Nearest other-state filings by covered participants (432 participants); asset peers above are excluded.
- The Farmers & Merchants State Bank 401(k) Profit Sharing Plan (OH) 432 · 0 off
- Kelly Tractor Co. Savings & Profit Sharing Plan (FL) 432 · 0 off
- Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees (MS) 432 · 0 off
- Liquidpower Specialty Products Inc. 401(k) and Profit Sharing Plan (TX) 432 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.