401(k) · DOL Form 5500 · 2023

Fox Valley Surgical Associates, Ltd 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 92
Participants Small participant base: 74th
Percentile by assets National rank: $228,520
Avg per participant Above avg balance/head

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Official DOL plan name: Fox Valley Surgical Associates Ltd 401(k) Plan · Sponsored by Fox Valley Surgical Associates, Ltd · Wisconsin · Healthcare & Social Assistance

$21M in assets, 92 participants

Fox Valley Surgical Associates, Ltd's Fox Valley Surgical Associates Ltd 401(k) Plan reported $21M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

#13,752 in Healthcare & Social Assistance (17,684 peers)

Fox Valley Surgical Associates, Ltd multi-year trail

Fox Valley Surgical Associates, Ltd's plans moved +21.5% in assets from 2023 to 2024; this filing shows Fox Valley Surgical Associates Ltd 401(k) Plan at $21M / 92 participants.

#13,752
in Healthcare & Social Assistance (17,684 peers): +14.8%
assets growth YoY

Fox Valley Surgical Associates Ltd 401(k) Plan's outsized position by total assets

Fox Valley Surgical Associates Ltd 401(k) Plan vs every filed plan by assets

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

$21,023,814 Top 26% higher than 74% 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

Fox Valley Surgical Associates Ltd 401(k) 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. Fox Valley Surgical Associates Ltd 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 361141203 · Fox Valley Surgical Associates, Ltd PY 2023 · 401(k)

Fox Valley Surgical Associates Ltd 401(k) Plan · $21M · 92 · 74th

NET $21M
BOOK 92
VS-ST 74th
BOY 401(k)
SCH near Pan Am Equities, Inc. 401(k) Plan
EBSA ind #13752

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 Wisconsin →

End-of-year total assets ($M) among Fox Valley Surgical Associates Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fox Valley Surgical Associates, Ltd multi-year asset trail

Latest sponsor-wide plan assets: $26M 21.463641183279115% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	92	$21M
2024	1	93	$26M

Fox Valley Surgical Associates, Ltd filing trail (2023)

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$21M
Net Income	$3M
Employer EIN	361141203
Plan Effective Date	1973-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Fox Valley Surgical Associates Ltd 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Fox Valley Surgical Associates Ltd 401(k) Plan side-by-side with 3 peers →

Fox Valley Surgical Associates Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pan Am Equities, Inc. 401(k) Plan in NY ($21M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Pan Am Equities, Inc. 401(k) Plan (NY) $21M · 117
House Hasson Hardware Co. , Inc. Employees Investment Profit Sharing Plan (TN) $21M · 371
Associated Luxury Hotels International Holdings LLC 401(k) Plan (TX) $21M · 95
Hougen Manufacturing Inc 401(k) Plan (MI) $21M · 108

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

Melanson, P.C. 401(k) Plan (NH) 92 · 0 off
International Marine Products Retirement Plan (CA) 92 · 0 off
Rodland Motor Company 401(k) Plan (WA) 92 · 0 off
The Tin Bucket Incorporated 401(k) Profit Sharing Plan (NE) 92 · 0 off

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 Fox Valley Surgical Associates Ltd 401(k) Plan assets move in 2023? ▼

Fox Valley Surgical Associates Ltd 401(k) Plan grew at a solid clip - up 14.8% during 2023, from $18M to $21M. Reported net income was $3M.

How have Fox Valley Surgical Associates, Ltd plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Fox Valley Surgical Associates, Ltd's sponsor-wide assets grew 21.5%, from $21M to $26M.

Which 401(k) plans are similar in size to Fox Valley Surgical Associates Ltd 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pan Am Equities, Inc. 401(k) Plan in NY ($21M, 117 participants).

Which 401(k) plans cover a similar participant headcount to Fox Valley Surgical Associates Ltd 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 361141203.