401(k) · DOL Form 5500 · 2024
Healthcrest Surgical Management, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 338
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $35,690
- Avg per participant Low balance/head
Official DOL plan name: Healthcrest Surgical 401(k) Plan · Sponsored by Healthcrest Surgical Management, LLC · Oklahoma · Healthcare & Social Assistance
$12M in assets, 338 participants
Healthcrest Surgical Management, LLC's Healthcrest Surgical 401(k) Plan reported $12M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #11,011 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
Healthcrest Surgical 401(k) Plan covers 338 participants in Oklahoma, about 44% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.
- #11,011
- in Healthcare & Social Assistance (16,916 peers)
- +3.1%
- assets growth YoY
Healthcrest Surgical 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Healthcrest Surgical 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,063,284 Top 40% higher than 60% 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
Healthcrest Surgical 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthcrest Surgical 401(k) Plan sits mid-pack in the medium band (338 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Healthcrest Surgical 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Healthcrest Surgical 401(k) Plan reported participants rose from 268 in the plan year 2023 filing to 338 in the plan year 2024 filing.
- Healthcrest Surgical 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
DOL schedule card
Filing strip 813933873 · Healthcrest Surgical Management, LLC PY 2024 · 401(k)
Healthcrest Surgical 401(k) Plan · $12M · 338 · 60th
- PART $12M
- PART 338
- PART 60th
- PART 401(k)
- PART near Mckinley Paper and Packaging Company 401 (K) Plan
- PART ind #11011
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 Oklahoma →
Healthcrest Surgical 401(k) Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 813933873 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthcrest Surgical Management, LLC)
Sponsor-wide plan assets over time
All Healthcrest Surgical Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 27.071836822661588% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $9M |
| 2023 | 1 | 268 | $12M |
| 2024 | 1 | 338 | $12M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Healthcrest Surgical 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Mckinley Paper and Packaging Company 401 (K) Plan in TX ($12M); by covered participants it is Replacements, Ltd. 401(k) Plan in NC (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Mckinley Paper and Packaging Company 401 (K) Plan (TX) $12M · 433
- Burris Company 401(k) Plan (CO) $12M · 94
- Lemo USA Inc 401(k) Profit Sharing Plan (CA) $12M · 128
- Caylent 401(k) Plan (CA) $12M · 190
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Replacements, Ltd. 401(k) Plan (NC) 338 · 0 off
- Murphy Employee Profit Sharing and 401(k) Plan (MO) 338 · 0 off
- Greater Nevada Credit Union 401(k) Plan (NV) 338 · 0 off
- Georgia Transmission Corporation Retirement Plan (GA) 338 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.