401(k) · DOL Form 5500 · 2023

Surgical Management Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
308
Participants Below avg headcount
75th
Percentile by assets National rank
$72,333
Avg per participant Below avg balance/head
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Official DOL plan name: Surgical Centers 401(k) Retirement Plan · Sponsored by Surgical Management Professionals, LLC · South Dakota · Healthcare & Social Assistance

$22M in assets, 308 participants

Surgical Management Professionals, LLC's Surgical Centers 401(k) Retirement Plan reported $22M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,895 in Healthcare & Social Assistance (17,684 peers)

Where Surgical Centers 401(k) Retirement Plan sits by assets

Surgical Centers 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 308 participants (~$72,333/participant), up 30.6% in 2023.

#13,895
in Healthcare & Social Assistance (17,684 peers)
+30.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Surgical Centers 401(k) Retirement Plan's outsized position by total assets

Surgical Centers 401(k) Retirement Plan vs every filed plan by assets

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

$22,278,597 Top 25% higher than 75% 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

Surgical Centers 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. Surgical Centers 401(k) Retirement Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surgical Centers 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Surgical Centers 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Surgical Centers 401(k) Retirement Plan reported participants rose from 296 in the plan year 2022 filing to 308 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202605266 · Surgical Management Professionals, LLC PY 2023 · 401(k)

Surgical Centers 401(k) Retirement Plan · $22M · 308 · 75th

  • IND $22M
  • EOY 308
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Tri Star Services, LLC 401(k) Plan
  • EIN ind #13895

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 South Dakota →

Surgical Centers 401(k) Retirement Plan in the asset neighbourhood

Surgical Centers 401(k) Retirement PlanSurgical Centers 401(k) Reti…$22MTri Star Services, LLC 401(k) PlanTri Star Services, LLC 401(k…$22MLiberty Tire Services, LLC 401(k) PlanLiberty Tire Services, LLC 4…$22MLiberty Auto Group, Ltd. 401(k) PlanLiberty Auto Group, Ltd. 401…$22MKoonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings PlanKoonz, Mckenney, Johnson & D…$22M
End-of-year total assets ($M) among Surgical Centers 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN202605266
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgical Management Professionals, LLC)

Sponsor-wide plan assets over time

All Surgical Management Professionals, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 47.40468425115223% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.1M $25.2M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 296 $17M
2023 1 308 $22M
2024 1 403 $25M

Nearby 401(k) Plans in South Dakota

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

Surgical Centers 401(k) Retirement Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Surgical Centers 401(k) Retirement Plan, Total assets ($M): 22.278597 · Participants: 308Surgical Centers 401(k) Retirement PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Surgical Centers 401(k) Retirement Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Surgical Centers 401(k) Retirement Plan side-by-side with 3 peers →

Surgical Centers 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Tri Star Services, LLC 401(k) Plan in TN ($22M); by covered participants it is Kemberton Healthcare Services 401(k) Plan in TN (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Surgical Centers 401(k) Retirement Plan assets move in 2023? ▼
Surgical Centers 401(k) Retirement Plan surged - up 30.6% during 2023, from $17M to $22M. Reported net income was $4M.
How have Surgical Management Professionals, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgical Management Professionals, LLC's sponsor-wide assets grew 47.4%, from $17M to $25M.
Where does Surgical Centers 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Surgical Centers 401(k) Retirement Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Surgical Centers 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri Star Services, LLC 401(k) Plan in TN ($22M, 2,400 participants).
Which 401(k) plans cover a similar participant headcount to Surgical Centers 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemberton Healthcare Services 401(k) Plan in TN (308 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 202605266.

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.