401(k) · DOL Form 5500 · 2023
Surgery Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $315M
- Total assets Above avg plan size
- 4,696
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $67,053
- Avg per participant Below avg balance/head
Official DOL plan name: Surgery Partners 401(k) Plan · Sponsored by Surgery Partners, Inc. · Tennessee · Management of Enterprises
$315M in assets, 4,696 participants
Surgery Partners, Inc.'s Surgery Partners 401(k) Plan reported $315M in total assets and 4,696 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #991 in Management of Enterprises (1,137 peers)
Coverage in Tennessee
Surgery Partners 401(k) Plan covers 4,696 participants in Tennessee, 4.2x the typical Tennessee plan (state average ~1,126 per filing). Assets: $315M.
- #991
- in Management of Enterprises (1,137 peers)
- +108.8%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Surgery Partners 401(k) Plan's outsized position by total assets
Surgery Partners 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$314,879,973 Top 4% higher than 96% 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
Surgery Partners 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgery Partners 401(k) Plan lands in the large band (4,696 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Surgery Partners 401(k) Plan reported net income rose from -$27M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Surgery Partners 401(k) Plan end-of-year assets rose from $151M in the plan year 2022 filing to $315M in the plan year 2023 filing.
- Surgery Partners 401(k) Plan reported participants rose from 3,777 in the plan year 2022 filing to 4,696 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 473620923 · Surgery Partners, Inc. PY 2023 · 401(k)
Surgery Partners 401(k) Plan · $315M · 4,696 · 96th
- PART $315M
- PART 4,696
- PART 96th
- PART 401(k)
- PART near Dykema Gossett PLLC Savings and Investment Plan
- PART ind #991
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 Management of Enterprises retirement plans → · Plans in Tennessee →
Surgery Partners 401(k) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $315M |
| Net Income | $23M |
| Employer EIN | 473620923 |
| Plan Effective Date | 2006-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surgery Partners, Inc.)
Sponsor-wide plan assets over time
All Surgery Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $315M 18.79823195709159% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,213 | $265M |
| 2023 | 2 | 8,013 | $315M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Surgery Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Dykema Gossett PLLC Savings and Investment Plan in MI ($315M); by covered participants it is Emerson Electric Co. Retirement Savings Plan in MO (4,696 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($315M here).
- Dykema Gossett PLLC Savings and Investment Plan (MI) $315M · 759
- Hinshaw & Culbertson LLP Retirement Savings and 401(k) Plan (IL) $315M · 631
- Ocwen Financial 401(k) Savings Plan (FL) $315M · 1,340
- Northwest Sheet Metal Workers Supp Pension Plan (OR) $315M · 6,967
Similar participant headcount
Nearest other-state filings by covered participants (4,696 participants); asset peers above are excluded.
- Emerson Electric Co. Retirement Savings Plan (MO) 4,696 · 0 off
- Ferrell Companies, Inc. 401(k) Investment Plan (MO) 4,695 · 1 off
- Tempur Sealy 401(k) Retirement Plan (KY) 4,697 · 1 off
- The Gi Alliance Management 401(k) Savings Plan (TX) 4,699 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.