401(k) · DOL Form 5500 · 2023

Utah County Surgical Associates, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
86
Participants Small participant base
73rd
Percentile by assets National rank
$237,470
Avg per participant Above avg balance/head
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Official DOL plan name: Utah County Surgical Associates, LLC Retirement Plan · Sponsored by Utah County Surgical Associates, LLC · Utah · Healthcare & Social Assistance

$20M in assets, 86 participants

Utah County Surgical Associates, LLC's Utah County Surgical Associates, LLC Retirement Plan reported $20M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,672 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Utah County Surgical Associates, LLC Retirement Plan declined sharply 20.8% in 2023 ($26M → $20M) for 86 participants.

#13,672
in Healthcare & Social Assistance (17,684 peers)
-20.8%
assets change YoY

Utah County Surgical Associates, LLC Retirement Plan's outsized position by total assets

Utah County Surgical Associates, LLC Retirement Plan vs every filed plan by assets

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

$20,422,457 Top 27% higher than 73% 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

Utah County Surgical Associates, LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utah County Surgical Associates, LLC Retirement Plan is a small filing (86 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 462634528 · Utah County Surgical Associates, LLC PY 2023 · 401(k)

Utah County Surgical Associates, LLC Retirement Plan · $20M · 86 · 73rd

  • PART $20M
  • TYPE 86
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near Pride, Inc 401(k) Profit Sharing Plan
  • BOY ind #13672

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 Utah →

Utah County Surgical Associates, LLC Retirement Plan in the asset neighbourhood

Utah County Surgical Associates, LLC Retirement PlanUtah County Surgical Associa…$20MPride, Inc 401(k) Profit Sharing PlanPride, Inc 401(k) Profit Sha…$20MSullivan & Mclaughlin Companies, Inc. 401(k) Profit Sharing PlanSullivan & Mclaughlin Compan…$20MMatric Limited, Inc. Profit Sharing 401(k)PlanMatric Limited, Inc. Profit …$20MRogue Valley Physicians, P.C. 401(k) PlanRogue Valley Physicians, P.C…$20M
End-of-year total assets ($M) among Utah County Surgical Associates, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah County Surgical Associates, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Utah County Surgical Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 6.534918888554889% vs 2023
2024 filing year
$20M$20.5M$21M$21.5M$22M 20232024 $20.4M $21.8M ▲ +6.6%
Year Plans Participants Total Assets
2023 1 86 $20M
2024 1 46 $22M

2023 asset-move particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN462634528
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Utah County Surgical Associates, LLC Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Utah County Surgical Associates, LLC Retirement Plan, Total assets ($B): 0.020422457 · Participants: 86Utah County Surgical Associates, LLC Retirement PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Utah County Surgical Associates, LLC Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Utah County Surgical Associates, LLC Retirement Plan side-by-side with 3 peers →

Utah County Surgical Associates, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Pride, Inc 401(k) Profit Sharing Plan in ND ($20M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Utah County Surgical Associates, LLC Retirement Plan assets move in 2023? ▼
Utah County Surgical Associates, LLC Retirement Plan declined sharply - down 20.8% during 2023, from $26M to $20M. Reported net income was $3M.
How have Utah County Surgical Associates, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Utah County Surgical Associates, LLC's sponsor-wide assets grew 6.5%, from $20M to $22M.
Which 401(k) plans are similar in size to Utah County Surgical Associates, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pride, Inc 401(k) Profit Sharing Plan in ND ($20M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Utah County Surgical Associates, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 462634528.

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.