401(k) · DOL Form 5500 · 2023
Evansville Surgical Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 114
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $239,864
- Avg per participant Above avg balance/head
Official DOL plan name: Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan · Sponsored by Evansville Surgical Associates, Inc. · Indiana · Healthcare & Social Assistance
$27M in assets, 114 participants
Evansville Surgical Associates, Inc.'s Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan reported $27M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,374 in Healthcare & Social Assistance (17,684 peers)
Coverage in Indiana
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan covers 114 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $27M.
- #14,374
- in Healthcare & Social Assistance (17,684 peers)
- +17.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan's outsized position by total assets
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,344,460 Top 22% higher than 78% 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
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement 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. Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan reported participants rose from 112 in the plan year 2022 filing to 114 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 351171048 · Evansville Surgical Associates, Inc. PY 2023 · 401(k)
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan · $27M · 114 · 78th
- EIN $27M
- RANK 114
- PHOTO 78th
- IND 401(k)
- EOY near Connecticut Eye Consultants PC 401(k) Profit Sharing Plan & Trust
- 5500 ind #14374
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 →
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 351171048 |
| Plan Effective Date | 1970-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evansville Surgical Associates, Inc.)
Sponsor-wide plan assets over time
All Evansville Surgical Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 27.426939243563055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $23M |
| 2023 | 1 | 114 | $27M |
| 2024 | 1 | 117 | $30M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Connecticut Eye Consultants PC 401(k) Profit Sharing Plan & Trust in CT ($27M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Connecticut Eye Consultants PC 401(k) Profit Sharing Plan & Trust (CT) $27M · 111
- Northwest Oncology & Hematology, S. C. Profit Sharing 401(k) Plan (IL) $27M · 137
- Potpourri Group, Inc. 401(k) Retirement and Savings Plan (MA) $27M · 336
- Guarantee Electrical Company Employee Security Savings Plan (MO) $27M · 182
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Austin Medical Center 403b Plan (MN) 114 · 0 off
- Kam-Way 401(k) Plan (WA) 114 · 0 off
- Contributor Development Partnership, Pbc Retirement Plan (MA) 114 · 0 off
- Grand Lodge of Iowa 401(k) Retirement Plan (IA) 114 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.