401(k) · DOL Form 5500 · 2023

Monterey Peninsula Surgery Center, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
223
Participants Below avg headcount
69th
Percentile by assets National rank
$72,771
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Monterey Peninsula Surgery Center, LLC 401(k) Plan · Sponsored by Monterey Peninsula Surgery Center, LLC · California · Healthcare & Social Assistance

$16M in assets, 223 participants

Monterey Peninsula Surgery Center, LLC's Monterey Peninsula Surgery Center, LLC 401(k) Plan reported $16M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,026 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Monterey Peninsula Surgery Center, LLC 401(k) Plan covers 223 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $16M.

#13,026
in Healthcare & Social Assistance (17,684 peers)
+15.6%
assets growth YoY

Monterey Peninsula Surgery Center, LLC 401(k) Plan's outsized position by total assets

Monterey Peninsula Surgery Center, LLC 401(k) Plan vs every filed plan by assets

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

$16,227,831 Top 31% higher than 69% 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

Monterey Peninsula Surgery Center, LLC 401(k) 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. Monterey Peninsula Surgery Center, LLC 401(k) Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monterey Peninsula Surgery Center, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Monterey Peninsula Surgery Center, LLC 401(k) Plan reported participants rose from 192 in the plan year 2022 filing to 223 in the plan year 2023 filing.
  • Monterey Peninsula Surgery Center, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770470910 · Monterey Peninsula Surgery Center, LLC PY 2023 · 401(k)

Monterey Peninsula Surgery Center, LLC 401(k) Plan · $16M · 223 · 69th

  • NET $16M
  • BOOK 223
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Children's Mercy - Community Choice Pediatrics, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #13026

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 California →

Monterey Peninsula Surgery Center, LLC 401(k) Plan in the asset neighbourhood

Monterey Peninsula Surgery Center, LLC 401(k) PlanMonterey Peninsula Surgery C…$16MChildren's Mercy - Community Choice Pediatrics, Inc. 401(k) Profit Sharing PlanChildren's Mercy - Community…$16MLmb, Inc. 401(k) Plan$16MBell Nursery USA LLC 401(k) PlanBell Nursery USA LLC 401(k) …$16MJr. Davis Construction Company, Inc. 401(k) PlanJr. Davis Construction Compa…$16M
End-of-year total assets ($M) among Monterey Peninsula Surgery Center, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN770470910
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Peninsula Surgery Center, LLC)

Sponsor-wide plan assets over time

All Monterey Peninsula Surgery Center, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 23.628376117064835% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14M $17.4M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 192 $14M
2023 1 223 $16M
2024 1 219 $17M

Nearby 401(k) Plans in California

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

Monterey Peninsula Surgery Center, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monterey Peninsula Surgery Center, LLC 401(k) Plan, Total assets ($B): 0.016227831 · Participants: 223Monterey Peninsula Surgery Center, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Monterey Peninsula Surgery Center, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monterey Peninsula Surgery Center, LLC 401(k) Plan side-by-side with 3 peers →

Monterey Peninsula Surgery Center, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Children's Mercy - Community Choice Pediatrics, Inc. 401(k) Profit Sharing Plan in MO ($16M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Monterey Peninsula Surgery Center, LLC 401(k) Plan assets move in 2023? ▼
Monterey Peninsula Surgery Center, LLC 401(k) Plan grew sharply - up 15.6% during 2023, from $14M to $16M. Reported net income was $2M.
How have Monterey Peninsula Surgery Center, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Peninsula Surgery Center, LLC's sponsor-wide assets grew 23.6%, from $14M to $17M.
Which 401(k) plans are similar in size to Monterey Peninsula Surgery Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Children's Mercy - Community Choice Pediatrics, Inc. 401(k) Profit Sharing Plan in MO ($16M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Monterey Peninsula Surgery Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 770470910.

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.