401(k) · DOL Form 5500 · 2023

Michigan Surgery Specialists, P.C. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
146
Participants Small participant base
59th
Percentile by assets National rank
$70,117
Avg per participant Below avg balance/head
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Official DOL plan name: Michigan Surgery Specialists, P.C. 401(k) Plan and Trust · Sponsored by Michigan Surgery Specialists, P.C. · Michigan · Healthcare & Social Assistance

$10M in assets, 146 participants

Michigan Surgery Specialists, P.C.'s Michigan Surgery Specialists, P.C. 401(k) Plan and Trust reported $10M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,448 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Michigan Surgery Specialists, P.C. 401(k) Plan and Trust covers 146 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $10M.

#11,448
in Healthcare & Social Assistance (17,684 peers)
+1.4%
assets growth YoY

Michigan Surgery Specialists, P.C. 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Michigan Surgery Specialists, P.C. 401(k) Plan and Trust vs every filed plan by assets

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

$10,237,116 Top 41% higher than 59% 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

Michigan Surgery Specialists, P.C. 401(k) Plan and Trust 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. Michigan Surgery Specialists, P.C. 401(k) Plan and Trust sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michigan Surgery Specialists, P.C. 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $138K in the plan year 2023 filing.
  • Michigan Surgery Specialists, P.C. 401(k) Plan and Trust reported participants rose from 130 in the plan year 2022 filing to 146 in the plan year 2023 filing.
  • Michigan Surgery Specialists, P.C. 401(k) Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381958736 · Michigan Surgery Specialists, P.C. PY 2023 · 401(k)

Michigan Surgery Specialists, P.C. 401(k) Plan and Trust · $10M · 146 · 59th

  • TYPE $10M
  • TYPE 146
  • TYPE 59th
  • TYPE 401(k)
  • TYPE near Coastal Ear, Nose and Throat 401(k) Profit Sharing Plan & Trust
  • TYPE ind #11448

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 Michigan →

Michigan Surgery Specialists, P.C. 401(k) Plan and Trust in the asset neighbourhood

Michigan Surgery Specialists, P.C. 401(k) Plan and TrustMichigan Surgery Specialists…$10MCoastal Ear, Nose and Throat 401(k) Profit Sharing Plan & TrustCoastal Ear, Nose and Throat…$10MVip 401(k) Plan$10MRichford Health Center, Inc. 401(k) PlanRichford Health Center, Inc.…$10MPropark America, Inc 401(k) PlanPropark America, Inc 401(k) …$10M
End-of-year total assets ($M) among Michigan Surgery Specialists, P.C. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$138K
Employer EIN381958736
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michigan Surgery Specialists, P.C.)

Sponsor-wide plan assets over time

All Michigan Surgery Specialists, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 23.45181294048624% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.1M $12.5M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 130 $10M
2023 1 146 $10M
2024 1 163 $12M

Nearby 401(k) Plans in Michigan

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

Michigan Surgery Specialists, P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Michigan Surgery Specialists, P.C. 401(k) Plan and Trust, Total assets ($B): 0.010237116 · Participants: 146Michigan Surgery Specialists, P.C. 401(k) Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Michigan Surgery Specialists, P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Michigan Surgery Specialists, P.C. 401(k) Plan and Trust side-by-side with 3 peers →

Michigan Surgery Specialists, P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Coastal Ear, Nose and Throat 401(k) Profit Sharing Plan & Trust in NJ ($10M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Michigan Surgery Specialists, P.C. 401(k) Plan and Trust assets move in 2023? ▼
Michigan Surgery Specialists, P.C. 401(k) Plan and Trust edged up modestly - up 1.4% during 2023, from $10M to $10M. Reported net income was $138K.
How have Michigan Surgery Specialists, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michigan Surgery Specialists, P.C.'s sponsor-wide assets grew 23.5%, from $10M to $12M.
Which 401(k) plans are similar in size to Michigan Surgery Specialists, P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Coastal Ear, Nose and Throat 401(k) Profit Sharing Plan & Trust in NJ ($10M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Michigan Surgery Specialists, P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 381958736.

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.