Defined Benefit (Pension) · DOL Form 5500 · 2023

Bay Area Surgical Specialists Medical Corporation Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
421
Participants Below avg headcount
73rd
Percentile by assets National rank
$48,722
Avg per participant Low balance/head
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Official DOL plan name: Bay Area Surgical Specialists Defined Benefit Pp&t · Sponsored by Bay Area Surgical Specialists Medical Corporation · California · Healthcare & Social Assistance

$21M in assets, 421 participants

Bay Area Surgical Specialists Medical Corporation's Bay Area Surgical Specialists Defined Benefit Pp&t reported $21M in total assets and 421 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,688 in Healthcare & Social Assistance (17,684 peers)

Bay Area Surgical Specialists Medical Corporation multi-year trail

Bay Area Surgical Specialists Medical Corporation's plans moved +56.5% in assets from 2022 to 2024; this filing shows Bay Area Surgical Specialists Defined Benefit Pp&t at $21M / 421 participants.

#13,688
in Healthcare & Social Assistance (17,684 peers)
+6.3%
assets growth YoY

Bay Area Surgical Specialists Defined Benefit Pp&t's outsized position by total assets

Bay Area Surgical Specialists Defined Benefit Pp&t vs every filed plan by assets

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

$20,511,893 Top 27% higher than 73% 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

Bay Area Surgical Specialists Defined Benefit Pp&t 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. Bay Area Surgical Specialists Defined Benefit Pp&t sits mid-pack in the medium band (421 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay Area Surgical Specialists Defined Benefit Pp&t reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bay Area Surgical Specialists Defined Benefit Pp&t end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Bay Area Surgical Specialists Defined Benefit Pp&t reported participants rose from 405 in the plan year 2022 filing to 421 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 562605608 · Bay Area Surgical Specialists Medical Corporation PY 2023 · Defined Benefit (Pension)

Bay Area Surgical Specialists Defined Benefit Pp&t · $21M · 421 · 73rd

  • TYPE $21M
  • NET 421
  • BOOK 73rd
  • VS-ST Defined Benefit (Pension)
  • BOY near Snyder Paper Corporation Retirement Plan
  • SCH ind #13688

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 California →

Bay Area Surgical Specialists Defined Benefit Pp&t in the asset neighbourhood

National Association of Government Employees and O Retirement PlanNational Association of Gove…$21MSt. John's Health Care Corporation Pension PlanSt. John's Health Care Corpo…$21MSnyder Paper Corporation Retirement PlanSnyder Paper Corporation Ret…$21MBay Area Surgical Specialists Defined Benefit Pp&tBay Area Surgical Specialist…$21MKikkoman Foods, Inc. Pension PlanKikkoman Foods, Inc. Pension…$20M
End-of-year total assets ($M) among Bay Area Surgical Specialists Defined Benefit Pp&t and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Bay Area Surgical Specialists Medical Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Bay Area Surgical Specialists Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$233M 56.518750457977674% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $149M $233M ▲ +56.5%
Year Plans Participants Total Assets
2022 3 1,410 $149M
2023 3 1,467 $198M
2024 3 1,569 $233M

Bay Area Surgical Specialists Medical Corporation filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN562605608
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bay Area Surgical Specialists Defined Benefit Pp&t vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bay Area Surgical Specialists Defined Benefit Pp&t, Total assets ($B): 0.020511893 · Participants: 421Bay Area Surgical Specialists Defined Benefit Pp&tKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Bay Area Surgical Specialists Defined Benefit Pp&t vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Bay Area Surgical Specialists Defined Benefit Pp&t side-by-side with 3 peers →

Bay Area Surgical Specialists Defined Benefit Pp&t's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Snyder Paper Corporation Retirement Plan in NC ($21M); by covered participants it is Smith & Nephew U.S. Pension Plan in TN (421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (421 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 Bay Area Surgical Specialists Defined Benefit Pp&t assets move in 2023? ▼
Bay Area Surgical Specialists Defined Benefit Pp&t grew at a solid clip - up 6.3% during 2023, from $19M to $21M. Reported net income was $1M.
How have Bay Area Surgical Specialists Medical Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Area Surgical Specialists Medical Corporation's sponsor-wide assets grew 56.5%, from $149M to $233M.
Which Defined Benefit (Pension) plans are similar in size to Bay Area Surgical Specialists Defined Benefit Pp&t? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Snyder Paper Corporation Retirement Plan in NC ($21M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bay Area Surgical Specialists Defined Benefit Pp&t? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Smith & Nephew U.S. Pension Plan in TN (421 participants, $267M 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 562605608.

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.