401(k) · DOL Form 5500 · 2024
Surgical Associates of Marshall Co., P.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $490,663
- Avg per participant High balance/head
Official DOL plan name: Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan · Sponsored by Surgical Associates of Marshall Co., P.C. · Alabama · Healthcare & Social Assistance
$4M in assets, 9 participants
Surgical Associates of Marshall Co., P.C.'s Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,126 in Healthcare & Social Assistance (16,916 peers)
Surgical Associates of Marshall Co., P.C. multi-year trail
Surgical Associates of Marshall Co., P.C.'s plans moved +13.6% in assets from 2022 to 2024; this filing shows Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan at $4M / 9 participants.
- #7,126
- in Healthcare & Social Assistance (16,916 peers)
- +8.9%
- assets growth YoY
Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,415,964 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan reported net income rose from $168K in the plan year 2023 filing to $359K in the plan year 2024 filing.
- Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 631286724 · Surgical Associates of Marshall Co., P.C. PY 2024 · 401(k)
Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan · $4M · 9 · 40th
- NET $4M
- BOOK 9
- VS-ST 40th
- BOY 401(k)
- SCH near Mcdirmit Davis
- EBSA ind #7126
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 Alabama →
Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Surgical Associates of Marshall Co., P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Surgical Associates of Marshall Co., P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 13.559342955097407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 10 | $4M |
| 2024 | 1 | 9 | $4M |
Surgical Associates of Marshall Co., P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $359K |
| Employer EIN | 631286724 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Surgical Associates of Marshall Co., P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Mcdirmit Davis in FL ($4M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Mcdirmit Davis (FL) $4M · 24
- Rock Oak Services Group, LLC 401(k) Profit Sharing Plan (SC) $4M · 259
- Day Zero Labs, LLC Retirement Plan (UT) $4M · 4
- Busco, Inc. 401(k) Plan and Trust (NE) $4M · 378
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.