401(k) · DOL Form 5500 · 2023

Muskegon Surgical Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
116
Participants Small participant base
74th
Percentile by assets National rank
$185,964
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Muskegon Surgical Associates, PLC 401(k) Retirement Plan · Sponsored by Muskegon Surgical Associates, P.C. · Michigan · Healthcare & Social Assistance

$22M in assets, 116 participants

Muskegon Surgical Associates, P.C.'s Muskegon Surgical Associates, PLC 401(k) Retirement Plan reported $22M in total assets and 116 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.

  • #13,830 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Muskegon Surgical Associates, PLC 401(k) Retirement Plan covers 116 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $22M.

#13,830
in Healthcare & Social Assistance (17,684 peers)
+16.1%
assets growth YoY

Muskegon Surgical Associates, PLC 401(k) Retirement Plan's outsized position by total assets

Muskegon Surgical Associates, PLC 401(k) Retirement Plan vs every filed plan by assets

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

$21,571,782 Top 26% higher than 74% 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

Muskegon Surgical Associates, PLC 401(k) Retirement 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. Muskegon Surgical Associates, PLC 401(k) Retirement Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Muskegon Surgical Associates, PLC 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Muskegon Surgical Associates, PLC 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Muskegon Surgical Associates, PLC 401(k) Retirement Plan reported participants rose from 114 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381973203 · Muskegon Surgical Associates, P.C. PY 2023 · 401(k)

Muskegon Surgical Associates, PLC 401(k) Retirement Plan · $22M · 116 · 74th

  • PART $22M
  • TYPE 116
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Sweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings Plan
  • BOY ind #13830

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 →

Muskegon Surgical Associates, PLC 401(k) Retirement Plan in the asset neighbourhood

Muskegon Surgical Associates, PLC 401(k) Retirement PlanMuskegon Surgical Associates…$22MSweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings PlanSweetener Products Company a…$22MG & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated PlanG & J Pepsi-Cola Bottlers, I…$22MNovum Structures, LLC 401(k) Retirement PlanNovum Structures, LLC 401(k)…$22MIbo Defined Contribution Plan$22M
End-of-year total assets ($M) among Muskegon Surgical Associates, PLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN381973203
Plan Effective Date1972-02-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Muskegon Surgical Associates, P.C.)

Sponsor-wide plan assets over time

All Muskegon Surgical Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 2.9225844832349206% vs 2022
2024 filing year
$23M$24M$25M$26M$27M$28M 202220232024 $23.7M $24.4M ▲ +2.9%
Year Plans Participants Total Assets
2022 2 226 $24M
2023 2 231 $27M
2024 2 228 $24M

Nearby 401(k) Plans in Michigan

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

Muskegon Surgical Associates, PLC 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Muskegon Surgical Associates, PLC 401(k) Retirement Plan, Total assets ($B): 0.021571782 · Participants: 116Muskegon Surgical Associates, PLC 401(k) Retirement PlanGeneral 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
Muskegon Surgical Associates, PLC 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Muskegon Surgical Associates, PLC 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Sweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings Plan in CA ($22M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Muskegon Surgical Associates, PLC 401(k) Retirement Plan assets move in 2023? ▼
Muskegon Surgical Associates, PLC 401(k) Retirement Plan grew sharply - up 16.1% during 2023, from $19M to $22M. Reported net income was $3M.
How have Muskegon Surgical Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Muskegon Surgical Associates, P.C.'s sponsor-wide assets grew 2.9%, from $24M to $24M.
Which 401(k) plans are similar in size to Muskegon Surgical Associates, PLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings Plan in CA ($22M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Muskegon Surgical Associates, PLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 381973203.

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.