401(k) · DOL Form 5500 · 2024

Arizona Advanced Surgery, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
151
Participants Small participant base
69th
Percentile by assets National rank
$122,409
Avg per participant Near avg balance/head
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Official DOL plan name: Arizona Advanced Surgery 401(k) Plan · Sponsored by Arizona Advanced Surgery, LLC · Arizona · Healthcare & Social Assistance

$18M in assets, 151 participants

Arizona Advanced Surgery, LLC's Arizona Advanced Surgery 401(k) Plan reported $18M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,442 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arizona

Arizona Advanced Surgery 401(k) Plan covers 151 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $18M.

#12,442
in Healthcare & Social Assistance (16,916 peers)
+7.1%
assets growth YoY

Arizona Advanced Surgery 401(k) Plan's outsized position by total assets

Arizona Advanced Surgery 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,483,704 Top 31% higher than 69% of 123,620 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 2024

Arizona Advanced Surgery 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. Arizona Advanced Surgery 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arizona Advanced Surgery 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Arizona Advanced Surgery 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Arizona Advanced Surgery 401(k) Plan reported participants rose from 145 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 843016310 · Arizona Advanced Surgery, LLC PY 2024 · 401(k)

Arizona Advanced Surgery 401(k) Plan · $18M · 151 · 69th

  • NET $18M
  • BOOK 151
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Jl Schwieters Construction 401(k) Profit Sharing Plan
  • EBSA ind #12442

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 Arizona →

Arizona Advanced Surgery 401(k) Plan in the asset neighbourhood

Nephron Pharmaceuticals Corporation 401(k) Savings PlanNephron Pharmaceuticals Corp…$18MArizona Advanced Surgery 401(k) PlanArizona Advanced Surgery 401…$18MJl Schwieters Construction 401(k) Profit Sharing PlanJl Schwieters Construction 4…$18MStein Industries, Inc. 401(k) and Profit Sharing PlanStein Industries, Inc. 401(k…$18MTca Architects, Inc. 401(k) PlanTca Architects, Inc. 401(k) …$18M
End-of-year total assets ($M) among Arizona Advanced Surgery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN843016310
Plan Effective Date2021-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arizona Advanced Surgery, LLC)

Sponsor-wide plan assets over time

All Arizona Advanced Surgery, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 37.478705483825095% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.4M $18.5M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 130 $13M
2023 1 145 $17M
2024 1 151 $18M

Nearby 401(k) Plans in Arizona

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

Arizona Advanced Surgery 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Arizona Advanced Surgery 401(k) Plan, Total assets ($B): 0.018483704 · Participants: 151Arizona Advanced Surgery 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Arizona Advanced Surgery 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Arizona Advanced Surgery 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Jl Schwieters Construction 401(k) Profit Sharing Plan in MN ($18M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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.

Frequently Asked Questions

How did Arizona Advanced Surgery 401(k) Plan assets move in 2024? ▼
Arizona Advanced Surgery 401(k) Plan grew at a solid clip - up 7.1% during 2024, from $17M to $18M. Reported net income was $1M.
How have Arizona Advanced Surgery, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arizona Advanced Surgery, LLC's sponsor-wide assets grew 37.5%, from $13M to $18M.
Which 401(k) plans are similar in size to Arizona Advanced Surgery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jl Schwieters Construction 401(k) Profit Sharing Plan in MN ($18M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Advanced Surgery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843016310.

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.