401(k) · DOL Form 5500 · 2024

Surgitech, Inc. 401(k) Plan

Data updated 2026-08-25

$355K
Total assets Small plan by assets
9
Participants Small participant base
15th
Percentile by assets National rank
$39,456
Avg per participant Low balance/head
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Official DOL plan name: Surgitech, Inc. Retirement Plan · Sponsored by Surgitech, Inc. · Texas · Mining & Oil Extraction

$355K in assets, 9 participants

Surgitech, Inc.'s Surgitech, Inc. Retirement Plan reported $355K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #22 in Mining & Oil Extraction (785 peers)

What the 2024 filing shows

Surgitech, Inc. Retirement Plan holds $355K for 9 participants - about $39,456 per participant, among the smaller plans by assets on file.

#22
in Mining & Oil Extraction (785 peers)
+1.0%
assets growth YoY

Surgitech, Inc. Retirement Plan among the smaller filed plans by assets

Surgitech, Inc. Retirement Plan vs every filed plan by assets

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

$355,108 15th percentile higher than 15% 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

Surgitech, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgitech, Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Surgitech, Inc. Retirement Plan reported participants rose from 6 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Surgitech, Inc. Retirement Plan reported net income fell from $4K in the plan year 2023 filing to $3K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 383973458 · Surgitech, Inc. PY 2024 · 401(k)

Surgitech, Inc. Retirement Plan · $355K · 9 · 15th

  • EIN $355K
  • RANK 9
  • PHOTO 15th
  • IND 401(k)
  • EOY near Woodspur Operations LLC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #22

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Surgitech, Inc. Retirement Plan in the asset neighbourhood

Surgitech, Inc. Retirement PlanSurgitech, Inc. Retirement P…$355KWoodspur Operations LLC 401(k) Profit Sharing Plan & TrustWoodspur Operations LLC 401(…$355KFamily Fun Memories, Inc. 401(k) PlanFamily Fun Memories, Inc. 40…$355KExecutive Computer System Inc 401(k) Profit Sharing Plan & TrustExecutive Computer System In…$355KOne Palm Bleu Palm, Inc. 401(k) PlanOne Palm Bleu Palm, Inc. 401…$355K
End-of-year total assets ($M) among Surgitech, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$352K
Net Assets (End of Year)$355K
Net Income$3K
Employer EIN383973458
Plan Effective Date2015-06-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgitech, Inc.)

Sponsor-wide plan assets over time

All Surgitech, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$355K 2.260861552106941% vs 2022
2024 filing year
$0.35M$0.35M$0.36M$0.36M$0.37M 202220232024 $0.35M $0.36M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 6 $347K
2023 1 6 $352K
2024 1 9 $355K

Nearby 401(k) Plans in Texas

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

Surgitech, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Surgitech, Inc. Retirement Plan, Total assets ($B): 0.000355108 · Participants: 9Surgitech, Inc. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Surgitech, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Surgitech, Inc. Retirement Plan side-by-side with 3 peers →

Surgitech, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Woodspur Operations LLC 401(k) Profit Sharing Plan & Trust in CA ($355K); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Surgitech, Inc. Retirement Plan assets move in 2024? ▼
Surgitech, Inc. Retirement Plan held essentially flat - up 1.0% during 2024, from $352K to $355K. Reported net income was $3K.
How have Surgitech, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgitech, Inc.'s sponsor-wide assets grew 2.3%, from $347K to $355K.
Where does Surgitech, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Surgitech, Inc. Retirement Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Surgitech, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodspur Operations LLC 401(k) Profit Sharing Plan & Trust in CA ($355K, 135 participants).
Which 401(k) plans cover a similar participant headcount to Surgitech, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 383973458.

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.