401(k) · DOL Form 5500 · 2024
Utah County Surgical Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $472,979
- Avg per participant High balance/head
Official DOL plan name: Utah County Surgical Associates, LLC Retirement Plan · Sponsored by Utah County Surgical Associates, LLC · Utah · Healthcare & Social Assistance
$22M in assets, 46 participants
Utah County Surgical Associates, LLC's Utah County Surgical Associates, LLC Retirement Plan reported $22M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,883 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Utah County Surgical Associates, LLC Retirement Plan holds $22M for 46 participants - about $472,979 per participant, above the median plan by assets.
- #12,883
- in Healthcare & Social Assistance (16,916 peers)
- +6.5%
- assets growth YoY
Utah County Surgical Associates, LLC Retirement Plan's outsized position by total assets
Utah County Surgical Associates, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,757,048 Top 28% higher than 72% 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
Utah County Surgical Associates, LLC Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utah County Surgical Associates, LLC Retirement Plan is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Utah County Surgical Associates, LLC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Utah County Surgical Associates, LLC Retirement Plan reported participants fell from 86 in the plan year 2023 filing to 46 in the plan year 2024 filing.
- Utah County Surgical Associates, LLC Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
DOL schedule card
Filing strip 462634528 · Utah County Surgical Associates, LLC PY 2024 · 401(k)
Utah County Surgical Associates, LLC Retirement Plan · $22M · 46 · 72nd
- EIN $22M
- EIN 46
- EIN 72nd
- EIN 401(k)
- EIN near Haribo of America Retirement Savings Plan
- EIN ind #12883
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 Utah →
Utah County Surgical Associates, LLC Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $1M |
| Employer EIN | 462634528 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Utah County Surgical Associates, LLC)
Sponsor-wide plan assets over time
All Utah County Surgical Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 6.534918888554889% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 86 | $20M |
| 2024 | 1 | 46 | $22M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Utah County Surgical Associates, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Haribo of America Retirement Savings Plan in IL ($22M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Haribo of America Retirement Savings Plan (IL) $22M · 259
- Flexe, Inc. 401(k) Plan (WA) $22M · 264
- South Dakota Soybean Processors LLC 401(k) Retirement Plan (SD) $22M · 130
- Shalom Baranes Associates 401(k) Plan (DC) $22M · 69
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- Westan Insurance Group 401(k) Plan (TN) 46 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 46 · 0 off
- Fairfax Christian School Inc 401(k) Profit Sharing Plan & Trust (VA) 46 · 0 off
- Argyle Fire District 401(k) Plan (TX) 46 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.