401(k) · DOL Form 5500 · 2023

Surterra Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,500
Participants Near avg headcount
63rd
Percentile by assets National rank
$8,246
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surterra 401(k) Plan · Sponsored by Surterra Holdings, Inc. · Florida · Retail Trade

$12M in assets, 1,500 participants

Surterra Holdings, Inc.'s Surterra 401(k) Plan reported $12M in total assets and 1,500 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,221 in Retail Trade (8,414 peers)

Coverage in Florida

Surterra 401(k) Plan covers 1,500 participants in Florida, 2.4x the typical Florida plan (state average ~628 per filing). Assets: $12M.

#6,221
in Retail Trade (8,414 peers)
+24.4%
assets growth YoY

Surterra 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Surterra 401(k) Plan vs every filed plan by assets

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

$12,369,183 Top 37% higher than 63% 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

Surterra 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surterra 401(k) Plan lands in the large band (1,500 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surterra 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Surterra 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Surterra 401(k) Plan reported participants fell from 1,598 in the plan year 2022 filing to 1,500 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611897289 · Surterra Holdings, Inc. PY 2023 · 401(k)

Surterra 401(k) Plan · $12M · 1,500 · 63rd

  • PART $12M
  • PART 1,500
  • PART 63rd
  • PART 401(k)
  • PART near Rhino Linings 401(k) Retirement Savings Plan
  • PART ind #6221

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 Retail Trade retirement plans → · Plans in Florida →

Surterra 401(k) Plan in the asset neighbourhood

Surterra 401(k) Plan$12MRhino Linings 401(k) Retirement Savings PlanRhino Linings 401(k) Retirem…$12MCaribou Biosciences, Inc. Retirement TrustCaribou Biosciences, Inc. Re…$12MToyota & Honda of Santa Maria 401(k) Plan & TrustToyota & Honda of Santa Mari…$12MMid-America Orthopedics, L.L.C. 401(k) Retirement PlanMid-America Orthopedics, L.L…$12M
End-of-year total assets ($M) among Surterra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN611897289
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surterra Holdings, Inc.)

Sponsor-wide plan assets over time

All Surterra Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.405206777222627% vs 2022
2023 filing year
$9M$10M$11M$12M$13M 20222023 $9.94M $12.4M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 1,598 $10M
2023 1 1,500 $12M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Surterra 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Surterra 401(k) Plan, Total assets ($B): 0.012369183 · Participants: 1500Surterra 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Surterra 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Surterra 401(k) Plan side-by-side with 3 peers →

Surterra 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rhino Linings 401(k) Retirement Savings Plan in CA ($12M); by covered participants it is Front Burner Employee 401(k) Plan in TX (1,500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,500 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 Surterra 401(k) Plan assets move in 2023? ▼
Surterra 401(k) Plan grew sharply - up 24.4% during 2023, from $10M to $12M. Reported net income was $2M.
How have Surterra Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Surterra Holdings, Inc.'s sponsor-wide assets grew 24.4%, from $10M to $12M.
Which 401(k) plans are similar in size to Surterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rhino Linings 401(k) Retirement Savings Plan in CA ($12M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Surterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Front Burner Employee 401(k) Plan in TX (1,500 participants, $412K 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 611897289.

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.