ESOP · DOL Form 5500 · 2024
Surgical Communications ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $80,978
- Avg per participant Below avg balance/head
Official DOL plan name: Surgical Communications Employee Stock Ownership Plan and Trust · Sponsored by Surgical Communications · Nebraska · Professional & Technical Services
$3M in assets, 32 participants
Surgical Communications's Surgical Communications Employee Stock Ownership Plan and Trust reported $3M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,761 in Professional & Technical Services (20,173 peers)
Surgical Communications multi-year trail
Surgical Communications's plans moved +306.3% in assets from 2022 to 2024; this filing shows Surgical Communications Employee Stock Ownership Plan and Trust at $3M / 32 participants.
- #5,761
- in Professional & Technical Services (20,173 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Surgical Communications Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Surgical Communications Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,591,285 32nd percentile higher than 32% 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 Communications Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgical Communications Employee Stock Ownership Plan and Trust is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Surgical Communications Employee Stock Ownership Plan and Trust reported net income fell from -$2K in the plan year 2023 filing to -$54K in the plan year 2024 filing.
- Surgical Communications Employee Stock Ownership Plan and Trust end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Surgical Communications Employee Stock Ownership Plan and Trust reported participants rose from 31 in the plan year 2023 filing to 32 in the plan year 2024 filing.
DOL schedule card
Filing strip 470726766 · Surgical Communications PY 2024 · ESOP
Surgical Communications Employee Stock Ownership Plan and Trust · $3M · 32 · 32nd
- EOY $3M
- 5500 32
- ASSETS 32nd
- PCT ESOP
- EIN near Artifex Millwork, Inc. Employee Stock Ownership Plan and Trust
- RANK ind #5761
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 What is an ESOP? → · Plans in Nebraska →
Surgical Communications Employee Stock Ownership Plan and Trust in the asset neighbourhood
Surgical Communications multi-year asset trail
Sponsor-wide plan assets over time
All Surgical Communications plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 306.27787855650024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $638K |
| 2023 | 1 | 31 | $3M |
| 2024 | 1 | 32 | $3M |
Surgical Communications filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $582K |
| Net Income | -$54K |
| Employer EIN | 470726766 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $208M · 241
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $124M · 251
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $91M · 62
- Majors Plastics, Inc. Employee Stock Ownership Plan $91M · 372
- Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust $82M · 391
Surgical Communications Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Nebraska, the nearest ESOP by assets is Artifex Millwork, Inc. Employee Stock Ownership Plan and Trust in MN ($3M); by covered participants it is Apache Pipelines, Inc. Employee Stock Ownership Plan in AZ (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Artifex Millwork, Inc. Employee Stock Ownership Plan and Trust (MN) $3M · 21
- North American Transportation Solutions, Inc. Employee Stock Ownership Plan (IN) $3M · 60
- Automatic Pump & Equipment Company, Inc. Employee Stock Ownership Plan (TX) $3M · 10
- Cross Keys Bank Employee Stock Ownership Plan (LA) $3M · 84
Similar participant headcount
Nearest other-state filings by covered participants (32 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.