401(k) · DOL Form 5500 · 2023

Surge Operating, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
145
Participants Small participant base
77th
Percentile by assets National rank
$176,992
Avg per participant Above avg balance/head
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Official DOL plan name: Surge Operating, LLC 401(k) Plan · Sponsored by Surge Operating, LLC · Texas · Mining & Oil Extraction

$26M in assets, 145 participants

Surge Operating, LLC's Surge Operating, LLC 401(k) Plan reported $26M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #497 in Mining & Oil Extraction (811 peers)

Coverage in Texas

Surge Operating, LLC 401(k) Plan covers 145 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#497
in Mining & Oil Extraction (811 peers)
+37.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Surge Operating, LLC 401(k) Plan's outsized position by total assets

Surge Operating, LLC 401(k) Plan vs every filed plan by assets

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

$25,663,769 Top 23% higher than 77% 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

Surge Operating, 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. Surge Operating, LLC 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surge Operating, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Surge Operating, LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Surge Operating, LLC 401(k) Plan reported participants rose from 143 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 474007427 · Surge Operating, LLC PY 2023 · 401(k)

Surge Operating, LLC 401(k) Plan · $26M · 145 · 77th

  • NET $26M
  • BOOK 145
  • VS-ST 77th
  • BOY 401(k)
  • SCH near Multnomah Athletic Club 401(k) Retirement Savings Plan
  • EBSA ind #497

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Surge Operating, LLC 401(k) Plan in the asset neighbourhood

Accident Fund Holdings, Inc. Represented Employees' Savings PlanAccident Fund Holdings, Inc.…$26MCarespring Health Care Management Savings & Retirement PlanCarespring Health Care Manag…$26MSurge Operating, LLC 401(k) PlanSurge Operating, LLC 401(k) …$26MMultnomah Athletic Club 401(k) Retirement Savings PlanMultnomah Athletic Club 401(…$26MThe Winter Construction Company 401(k) Retirement SavingsThe Winter Construction Comp…$26M
End-of-year total assets ($M) among Surge Operating, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN474007427
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surge Operating, LLC)

Sponsor-wide plan assets over time

All Surge Operating, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 70.2972453121432% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.7M $31.9M ▲ +70.3%
Year Plans Participants Total Assets
2022 1 143 $19M
2023 1 145 $26M
2024 1 155 $32M

Nearby 401(k) Plans in Texas

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

Surge Operating, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Surge Operating, LLC 401(k) Plan, Total assets ($B): 0.025663769 · Participants: 145Surge Operating, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Surge Operating, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Surge Operating, LLC 401(k) Plan side-by-side with 3 peers →

Surge Operating, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Multnomah Athletic Club 401(k) Retirement Savings Plan in OR ($26M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Surge Operating, LLC 401(k) Plan assets move in 2023? ▼
Surge Operating, LLC 401(k) Plan surged - up 37.1% during 2023, from $19M to $26M. Reported net income was $7M.
How have Surge Operating, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surge Operating, LLC's sponsor-wide assets grew 70.3%, from $19M to $32M.
Where does Surge Operating, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Surge Operating, LLC 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Surge Operating, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Multnomah Athletic Club 401(k) Retirement Savings Plan in OR ($26M, 526 participants).
Which 401(k) plans cover a similar participant headcount to Surge Operating, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A 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 474007427.

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.