Profit Sharing · DOL Form 5500 · 2024
Surgical Associates of Concord, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Surgical Associates of Concord, P.C. Profit Sharing Plan · Sponsored by Surgical Associates of Concord, P.C. · Massachusetts · Healthcare & Social Assistance
$6M in assets, 4 participants
Surgical Associates of Concord, P.C.'s Surgical Associates of Concord, P.C. Profit Sharing Plan reported $6M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,262 in Healthcare & Social Assistance (16,916 peers)
Surgical Associates of Concord, P.C. multi-year trail
Surgical Associates of Concord, P.C.'s plans moved +26.3% in assets from 2022 to 2024; this filing shows Surgical Associates of Concord, P.C. Profit Sharing Plan at $6M / 4 participants.
- #8,262
- in Healthcare & Social Assistance (16,916 peers)
- +9.6%
- assets growth YoY
Surgical Associates of Concord, P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Surgical Associates of Concord, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,927,876 45th percentile higher than 45% 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 Concord, P.C. 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 Concord, P.C. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Surgical Associates of Concord, P.C. Profit Sharing Plan reported net income fell from $716K in the plan year 2023 filing to $519K in the plan year 2024 filing.
- Surgical Associates of Concord, P.C. Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Surgical Associates of Concord, P.C. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 043438058 · Surgical Associates of Concord, P.C. PY 2024 · Profit Sharing
Surgical Associates of Concord, P.C. Profit Sharing Plan · $6M · 4 · 45th
- PART $6M
- PART 4
- PART 45th
- PART Profit Sharing
- PART near Trinity Management, Inc. 401(k) Plan
- PART ind #8262
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 Massachusetts →
Surgical Associates of Concord, P.C. Profit Sharing Plan in the asset neighbourhood
Surgical Associates of Concord, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Surgical Associates of Concord, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 26.312312874131877% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $5M |
| 2023 | 1 | 5 | $5M |
| 2024 | 1 | 4 | $6M |
Surgical Associates of Concord, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $519K |
| Employer EIN | 043438058 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Surgical Associates of Concord, P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Trinity Management, Inc. 401(k) Plan in AL ($6M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.