401(k) · DOL Form 5500 · 2023

Surgical Associates of Sewickley 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
42nd
Percentile by assets National rank
$4.5M
Avg per participant High balance/head
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Official DOL plan name: Surgical Associates of Sewickley Ltd Profit Sharing Plan · Sponsored by Surgical Associates of Sewickley · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 1 participants

Surgical Associates of Sewickley's Surgical Associates of Sewickley Ltd Profit Sharing Plan reported $5M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,109 in Healthcare & Social Assistance (17,684 peers)

Surgical Associates of Sewickley multi-year trail

Surgical Associates of Sewickley's plans moved +24.3% in assets from 2022 to 2024; this filing shows Surgical Associates of Sewickley Ltd Profit Sharing Plan at $5M / 1 participant.

#8,109
in Healthcare & Social Assistance (17,684 peers)
+48.7%
assets growth YoY

Surgical Associates of Sewickley Ltd Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Surgical Associates of Sewickley Ltd Profit Sharing Plan vs every filed plan by assets

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

$4,515,206 42nd percentile higher than 42% 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

Surgical Associates of Sewickley Ltd Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgical Associates of Sewickley Ltd Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surgical Associates of Sewickley Ltd Profit Sharing Plan reported net income rose from -$839K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Surgical Associates of Sewickley Ltd Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Surgical Associates of Sewickley Ltd Profit Sharing Plan end-of-year assets rose from $3M 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 251352859 · Surgical Associates of Sewickley PY 2023 · 401(k)

Surgical Associates of Sewickley Ltd Profit Sharing Plan · $5M · 1 · 42nd

  • VS-ST $5M
  • VS-ST 1
  • VS-ST 42nd
  • VS-ST 401(k)
  • VS-ST near Eagle Software Group, Inc. Retirement Plan
  • VS-ST ind #8109

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 Pennsylvania →

Surgical Associates of Sewickley Ltd Profit Sharing Plan in the asset neighbourhood

Surgical Associates of Sewickley Ltd Profit Sharing PlanSurgical Associates of Sewic…$5MInnovative Services, Inc. 401(k) PlanInnovative Services, Inc. 40…$5MEagle Software Group, Inc. Retirement PlanEagle Software Group, Inc. R…$5MBehavioral Health Services Retirement Readiness 401(k) PlanBehavioral Health Services R…$5MBull Moose Tube Company Savings and Investment PlanBull Moose Tube Company Savi…$5M
End-of-year total assets ($M) among Surgical Associates of Sewickley Ltd Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Surgical Associates of Sewickley multi-year asset trail

Sponsor-wide plan assets over time

All Surgical Associates of Sewickley plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.259774806585575% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.04M $3.77M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 1 $5M
2024 1 1 $4M

Surgical Associates of Sewickley filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN251352859
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Surgical Associates of Sewickley Ltd Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Surgical Associates of Sewickley Ltd Profit Sharing Plan, Total assets ($B): 0.004515206 · Participants: 1Surgical Associates of Sewickley Ltd Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Surgical Associates of Sewickley Ltd Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Surgical Associates of Sewickley Ltd Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Eagle Software Group, Inc. Retirement Plan in VA ($5M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Surgical Associates of Sewickley Ltd Profit Sharing Plan assets move in 2023?
Surgical Associates of Sewickley Ltd Profit Sharing Plan surged - up 48.7% during 2023, from $3M to $5M. Reported net income was $1M.
How have Surgical Associates of Sewickley plan assets changed over time?
Across 3 plan years on file (2022-2024), Surgical Associates of Sewickley's sponsor-wide assets grew 24.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Surgical Associates of Sewickley Ltd Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Eagle Software Group, Inc. Retirement Plan in VA ($5M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Surgical Associates of Sewickley Ltd Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).