401(k) · DOL Form 5500 · 2024
Surgent Mccoy Cpe, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 190
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $93,621
- Avg per participant Below avg balance/head
Official DOL plan name: Surgent Mccoy Cpe, LLC 401(k) Plan · Sponsored by Surgent Mccoy Cpe, LLC · Pennsylvania · Educational Services
$18M in assets, 190 participants
Surgent Mccoy Cpe, LLC's Surgent Mccoy Cpe, LLC 401(k) Plan reported $18M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #1,847 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Surgent Mccoy Cpe, LLC 401(k) Plan covers 190 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.
- #1,847
- in Educational Services (3,638 peers)
- +19.4%
- assets growth YoY
Surgent Mccoy Cpe, LLC 401(k) Plan's outsized position by total assets
Surgent Mccoy Cpe, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,787,898 Top 32% higher than 68% 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
Surgent Mccoy Cpe, LLC 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. Surgent Mccoy Cpe, LLC 401(k) Plan sits mid-pack in the medium band (190 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Surgent Mccoy Cpe, LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Surgent Mccoy Cpe, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Surgent Mccoy Cpe, LLC 401(k) Plan reported participants fell from 207 in the plan year 2023 filing to 190 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 342037648 · Surgent Mccoy Cpe, LLC PY 2024 · 401(k)
Surgent Mccoy Cpe, LLC 401(k) Plan · $18M · 190 · 68th
- NET $18M
- BOOK 190
- VS-ST 68th
- BOY 401(k)
- SCH near Woodbine Mfg Co. Retirement Plan
- EBSA ind #1847
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 Educational Services retirement plans → · Plans in Pennsylvania →
Surgent Mccoy Cpe, LLC 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 342037648 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surgent Mccoy Cpe, LLC)
Sponsor-wide plan assets over time
All Surgent Mccoy Cpe, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 53.58515641202709% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $12M |
| 2023 | 1 | 207 | $15M |
| 2024 | 1 | 190 | $18M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Surgent Mccoy Cpe, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Woodbine Mfg Co. Retirement Plan in AZ ($18M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Woodbine Mfg Co. Retirement Plan (AZ) $18M · 183
- Assisted Home Health and Hospice 401(k) Plan (CA) $18M · 812
- The Farmers Bank 401(k) Plan (TN) $18M · 157
- Uels, LLC Employees Profit Sharing Plan (UT) $18M · 123
Similar participant headcount
Nearest other-state filings by covered participants (190 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.