401(k) · DOL Form 5500 · 2023
Royal Oak Surgical Associates, PC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $871,780
- Avg per participant High balance/head
Official DOL plan name: Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan · Sponsored by Royal Oak Surgical Associates, PC · Michigan · Healthcare & Social Assistance
$9M in assets, 10 participants
Royal Oak Surgical Associates, PC's Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan reported $9M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #10,826 in Healthcare & Social Assistance (17,684 peers)
Royal Oak Surgical Associates, PC multi-year trail
Royal Oak Surgical Associates, PC's plans moved +58.0% in assets from 2022 to 2024; this filing shows Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan at $9M / 10 participants.
- #10,826
- in Healthcare & Social Assistance (17,684 peers)
- +32.3%
- assets growth YoY
Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,717,799 Top 44% higher than 56% 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
Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 382091999 · Royal Oak Surgical Associates, PC PY 2023 · 401(k)
Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan · $9M · 10 · 56th
- SCH $9M
- SCH 10
- SCH 56th
- SCH 401(k)
- SCH near Drylock Technologies 401(k) Plan
- SCH ind #10826
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 →
Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan in the asset neighbourhood
Royal Oak Surgical Associates, PC multi-year asset trail
Sponsor-wide plan assets over time
All Royal Oak Surgical Associates, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 58.01509548387547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $7M |
| 2023 | 1 | 10 | $9M |
| 2024 | 1 | 11 | $10M |
Royal Oak Surgical Associates, PC filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 382091999 |
| Plan Effective Date | 1976-09-28 |
| 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
Royal Oak Surgical Associates, PC Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Drylock Technologies 401(k) Plan in WI ($9M); by covered participants it is Jacobson Capital, Inc. 401(k) and Profit Sharing Plan in NC (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Drylock Technologies 401(k) Plan (WI) $9M · 226
- Lorensen Enterprises Inc. 401(k) Psp & Trust (CT) $9M · 180
- Akal Inc. 401(k) Plan (NM) $9M · N/A
- Eagle Systems, Inc. 401(k) Profit Sharing Plan (WA) $9M · 111
Similar participant headcount
Nearest other-state filings by covered participants (10 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.