401(k) · DOL Form 5500 · 2023
Surry Scheerer Lmsw LLC 401(k) Plan
Data updated 2026-08-25
- $491K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $245,730
- Avg per participant Above avg balance/head
Official DOL plan name: Surry Scheerer Single K Psp · Sponsored by Surry Scheerer Lmsw LLC · Michigan · Healthcare & Social Assistance
$491K in assets, 2 participants
Surry Scheerer Lmsw LLC's Surry Scheerer Single K Psp reported $491K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,302 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Surry Scheerer Single K Psp grew at a solid clip 14.7% in 2023 ($429K → $491K) for 2 participants.
- #2,302
- in Healthcare & Social Assistance (17,684 peers)
- +14.7%
- assets growth YoY
Surry Scheerer Single K Psp among the smaller filed plans by assets
Surry Scheerer Single K Psp vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$491,460 18th percentile higher than 18% 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
Surry Scheerer Single K Psp among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surry Scheerer Single K Psp is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Surry Scheerer Single K Psp reported net income rose from -$97K in the plan year 2022 filing to $63K in the plan year 2023 filing.
- Surry Scheerer Single K Psp end-of-year assets rose from $429K in the plan year 2022 filing to $491K in the plan year 2023 filing.
DOL schedule card
Filing strip 461611966 · Surry Scheerer Lmsw LLC PY 2023 · 401(k)
Surry Scheerer Single K Psp · $491K · 2 · 18th
- VS-ST $491K
- BOY 2
- SCH 18th
- EBSA 401(k)
- PART near Axe Sports Group Inc. Retirement Plan
- TYPE ind #2302
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 →
Surry Scheerer Single K Psp in the asset neighbourhood
Surry Scheerer Lmsw LLC years around the 2023 move
Sponsor-wide plan assets over time
All Surry Scheerer Lmsw LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $429K |
| 2023 | 1 | 2 | $491K |
| 2024 | 1 | 2 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $429K |
|---|---|
| Net Assets (End of Year) | $491K |
| Net Income | $63K |
| Employer EIN | 461611966 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Surry Scheerer Single K Psp's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Axe Sports Group Inc. Retirement Plan in MA ($491K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($491K here).
- Axe Sports Group Inc. Retirement Plan (MA) $491K · 10
- Central Ms Enterprises, Inc. 401(k) Plan (MS) $491K · 7
- Trip Rooms Inc. 401(k) Plan (MT) $491K · N/A
- Redsky Fire Apparatus LLC 401(k) Profit Sharing Plan (AZ) $492K · 6
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.