401(k) · DOL Form 5500 · 2023

The Surgical Clinic, PLLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
221
Participants Below avg headcount
87th
Percentile by assets National rank
$257,940
Avg per participant Above avg balance/head
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Official DOL plan name: The Surgical Clinic 401(k) Profit Sharing Plan · Sponsored by The Surgical Clinic, PLLC · Tennessee · Healthcare & Social Assistance

$57M in assets, 221 participants

The Surgical Clinic, PLLC's The Surgical Clinic 401(k) Profit Sharing Plan reported $57M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,715 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

The Surgical Clinic 401(k) Profit Sharing Plan covers 221 participants in Tennessee, about 20% of the average Tennessee filer (state average ~1,126 per filing). Assets: $57M.

#15,715
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Surgical Clinic 401(k) Profit Sharing Plan's outsized position by total assets

The Surgical Clinic 401(k) Profit Sharing Plan vs every filed plan by assets

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

$57,004,829 Top 13% higher than 87% 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

The Surgical Clinic 401(k) Profit Sharing 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. The Surgical Clinic 401(k) Profit Sharing Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Surgical Clinic 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Surgical Clinic 401(k) Profit Sharing Plan reported participants rose from 190 in the plan year 2022 filing to 221 in the plan year 2023 filing.
  • The Surgical Clinic 401(k) Profit Sharing Plan end-of-year assets rose from $51M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621699673 · The Surgical Clinic, PLLC PY 2023 · 401(k)

The Surgical Clinic 401(k) Profit Sharing Plan · $57M · 221 · 87th

  • TYPE $57M
  • TYPE 221
  • TYPE 87th
  • TYPE 401(k)
  • TYPE near Smr Automotive Systems USA Inc Employees 401(k) Plan
  • TYPE ind #15715

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 Tennessee →

The Surgical Clinic 401(k) Profit Sharing Plan in the asset neighbourhood

Kaiser 401(k) Profit Sharing PlanKaiser 401(k) Profit Sharing…$57MMythics, LLC. Retirement Plan$57MSmr Automotive Systems USA Inc Employees 401(k) PlanSmr Automotive Systems USA I…$57MThe Surgical Clinic 401(k) Profit Sharing PlanThe Surgical Clinic 401(k) P…$57MLerner David Retirement Plan$57M
End-of-year total assets ($M) among The Surgical Clinic 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$57M
Net Income$6M
Employer EIN621699673
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Surgical Clinic, PLLC)

Sponsor-wide plan assets over time

All The Surgical Clinic, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 16.786156704831942% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $51.2M $59.8M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 190 $51M
2023 1 221 $57M
2024 1 214 $60M

Nearby 401(k) Plans in Tennessee

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

The Surgical Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Surgical Clinic 401(k) Profit Sharing Plan, Total assets ($B): 0.057004829 · Participants: 221The Surgical Clinic 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
The Surgical Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Surgical Clinic 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Surgical Clinic 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Smr Automotive Systems USA Inc Employees 401(k) Plan in MI ($57M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 The Surgical Clinic 401(k) Profit Sharing Plan assets move in 2023? ▼
The Surgical Clinic 401(k) Profit Sharing Plan grew at a solid clip - up 11.3% during 2023, from $51M to $57M. Reported net income was $6M.
How have The Surgical Clinic, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Surgical Clinic, PLLC's sponsor-wide assets grew 16.8%, from $51M to $60M.
Where does The Surgical Clinic 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Surgical Clinic 401(k) Profit Sharing Plan ranks in the 87th 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 The Surgical Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smr Automotive Systems USA Inc Employees 401(k) Plan in MI ($57M, 964 participants).
Which 401(k) plans cover a similar participant headcount to The Surgical Clinic 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M 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 621699673.

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.