Money Purchase · DOL Form 5500 · 2023
University of Maryland Surgical Associates, P.a. Money Purchase Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 75
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $332,352
- Avg per participant High balance/head
Official DOL plan name: University of Maryland Surgical Associates, P.a. Pension Plan · Sponsored by University of Maryland Surgical Associates, P.a. · Maryland · Healthcare & Social Assistance
$25M in assets, 75 participants
University of Maryland Surgical Associates, P.a.'s University of Maryland Surgical Associates, P.a. Pension Plan reported $25M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #14,168 in Healthcare & Social Assistance (17,684 peers)
Where University of Maryland Surgical Associates, P.a. Pension Plan sits by assets
University of Maryland Surgical Associates, P.a. Pension Plan sits in the top quartile of all filed plans by assets, $25M for 75 participants (~$332,352/participant), up 15.9% in 2023.
- #14,168
- in Healthcare & Social Assistance (17,684 peers)
- +15.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
University of Maryland Surgical Associates, P.a. Pension Plan's outsized position by total assets
University of Maryland Surgical Associates, P.a. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,926,391 Top 24% higher than 76% 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
University of Maryland Surgical Associates, P.a. Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Maryland Surgical Associates, P.a. Pension Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Maryland Surgical Associates, P.a. Pension Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- University of Maryland Surgical Associates, P.a. Pension Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- University of Maryland Surgical Associates, P.a. Pension Plan reported participants rose from 74 in the plan year 2022 filing to 75 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 521557551 · University of Maryland Surgical Associates, P.a. PY 2023 · Money Purchase
University of Maryland Surgical Associates, P.a. Pension Plan · $25M · 75 · 76th
- IND $25M
- IND 75
- IND 76th
- IND Money Purchase
- IND near Blitman & King, LLP Retirement Plan
- IND ind #14168
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 Maryland →
University of Maryland Surgical Associates, P.a. Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 521557551 |
| Plan Effective Date | 1971-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Maryland Surgical Associates, P.a.)
Sponsor-wide plan assets over time
All University of Maryland Surgical Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 24.355427595094117% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $22M |
| 2023 | 1 | 75 | $25M |
| 2024 | 1 | 63 | $27M |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $15.8B · 84,425
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.7B · 7,852
- Meba Pension Trust-Money Purchase Benefit Plan $270M · 2,948
- Seafarers Money Purchase Pension Plan $155M · 7,644
- Defined Contribution Plan for the Employees of the American Institute of Physics $131M · 230
University of Maryland Surgical Associates, P.a. Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is Blitman & King, LLP Retirement Plan in NY ($25M); by covered participants it is Kai Ming, Inc. 403(b) DC Retirement Plan in CA (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Kai Ming, Inc. 403(b) DC Retirement Plan (CA) 76 · 1 off
- Iatse Local 48 Money Purchase Pension Plan (OH) 74 · 1 off
- Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Employees Pension Plan (KS) 76 · 1 off
- Catholic Health Association of the United States Money Purchase Pension Plan (MO) 73 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.