Defined Benefit (Pension) · DOL Form 5500 · 2023

Muskegon Surgical Associates, PC Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
115
Participants Small participant base
45th
Percentile by assets National rank
$45,273
Avg per participant Low balance/head
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Official DOL plan name: Muskegon Surgical Associates, PC Pension Plan · Sponsored by Muskegon Surgical Associates, PC · Michigan · Healthcare & Social Assistance

$5M in assets, 115 participants

Muskegon Surgical Associates, PC's Muskegon Surgical Associates, PC Pension Plan reported $5M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,712 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Muskegon Surgical Associates, PC Pension Plan covers 115 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $5M.

#8,712
in Healthcare & Social Assistance (17,684 peers)
+1.6%
assets growth YoY

Muskegon Surgical Associates, PC Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Muskegon Surgical Associates, PC Pension Plan vs every filed plan by assets

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

$5,206,434 45th percentile higher than 45% 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

Muskegon Surgical Associates, PC Pension 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. Muskegon Surgical Associates, PC Pension Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Muskegon Surgical Associates, PC Pension Plan reported net income rose from -$63K in the plan year 2022 filing to $83K in the plan year 2023 filing.
  • Muskegon Surgical Associates, PC Pension Plan reported participants rose from 112 in the plan year 2022 filing to 115 in the plan year 2023 filing.
  • Muskegon Surgical Associates, PC Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 381973203 · Muskegon Surgical Associates, PC PY 2023 · Defined Benefit (Pension)

Muskegon Surgical Associates, PC Pension Plan · $5M · 115 · 45th

  • EBSA $5M
  • EBSA 115
  • EBSA 45th
  • EBSA Defined Benefit (Pension)
  • EBSA near Goodman Co,LP Fayetteville Bargunit Pension Plan
  • EBSA ind #8712

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 Michigan →

Muskegon Surgical Associates, PC Pension Plan in the asset neighbourhood

Trinity Episcopal School Corporation Defined Benefit Pension PlanTrinity Episcopal School Cor…$5MThe Rutland Hospital, Inc. Ret. Income PlanThe Rutland Hospital, Inc. R…$5MMuskegon Surgical Associates, PC Pension PlanMuskegon Surgical Associates…$5MGoodman Co,LP Fayetteville Bargunit Pension PlanGoodman Co,LP Fayetteville B…$5MMontefiore Medical Center Hsrp Retirement PlanMontefiore Medical Center Hs…$5M
End-of-year total assets ($M) among Muskegon Surgical Associates, PC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$83K
Employer EIN381973203
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Muskegon Surgical Associates, PC)

Sponsor-wide plan assets over time

All Muskegon Surgical Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 2.9225844832349206% vs 2022
2024 filing year
$23M$24M$25M$26M$27M$28M 202220232024 $23.7M $24.4M ▲ +2.9%
Year Plans Participants Total Assets
2022 2 226 $24M
2023 2 231 $27M
2024 2 228 $24M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Muskegon Surgical Associates, PC Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Muskegon Surgical Associates, PC Pension Plan, Total assets ($B): 0.005206434 · Participants: 115Muskegon Surgical Associates, PC Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Muskegon Surgical Associates, PC Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Muskegon Surgical Associates, PC Pension Plan side-by-side with 3 peers →

Muskegon Surgical Associates, PC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Goodman Co,LP Fayetteville Bargunit Pension Plan in TX ($5M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants). Same-state nearby plans are listed separately above.

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 Muskegon Surgical Associates, PC Pension Plan assets move in 2023? ▼
Muskegon Surgical Associates, PC Pension Plan edged up modestly - up 1.6% during 2023, from $5M to $5M. Reported net income was $83K.
How have Muskegon Surgical Associates, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Muskegon Surgical Associates, PC's sponsor-wide assets grew 2.9%, from $24M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Muskegon Surgical Associates, PC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Goodman Co,LP Fayetteville Bargunit Pension Plan in TX ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Muskegon Surgical Associates, PC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 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 381973203.

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.