401(k) · DOL Form 5500 · 2024
Surgical Care Affiliates, LLC 401(k) Plan
Data updated 2026-08-25
- $713M
- Total assets Above avg plan size
- 12,913
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $55,198
- Avg per participant Low balance/head
Official DOL plan name: Surgical Care Affiliates, LLC Retirement Investment Plan · Sponsored by Surgical Care Affiliates, LLC · Minnesota · Healthcare & Social Assistance
$713M in assets, 12,913 participants
Surgical Care Affiliates, LLC's Surgical Care Affiliates, LLC Retirement Investment Plan reported $713M in total assets and 12,913 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,563 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Surgical Care Affiliates, LLC Retirement Investment Plan covers 12,913 participants in Minnesota, 11x the typical Minnesota plan (state average ~1,126 per filing). Assets: $713M.
- #16,563
- in Healthcare & Social Assistance (16,916 peers)
- +22.4%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
Surgical Care Affiliates, LLC Retirement Investment Plan's outsized position by total assets
Surgical Care Affiliates, LLC Retirement Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$712,778,165 Top 2% higher than 98% 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 Care Affiliates, LLC Retirement Investment Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgical Care Affiliates, LLC Retirement Investment Plan is a mega filing (12,913 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Surgical Care Affiliates, LLC Retirement Investment Plan end-of-year assets rose from $582M in the plan year 2023 filing to $713M in the plan year 2024 filing.
- Surgical Care Affiliates, LLC Retirement Investment Plan reported participants rose from 11,697 in the plan year 2023 filing to 12,913 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 208922307 · Surgical Care Affiliates, LLC PY 2024 · 401(k)
Surgical Care Affiliates, LLC Retirement Investment Plan · $713M · 12,913 · 98th
- PCT $713M
- PCT 12,913
- PCT 98th
- PCT 401(k)
- PCT near Renown Health Retirement Savings Plan
- PCT ind #16563
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 Minnesota →
Surgical Care Affiliates, LLC Retirement Investment Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $582M |
|---|---|
| Net Assets (End of Year) | $713M |
| Net Income | $131M |
| Employer EIN | 208922307 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surgical Care Affiliates, LLC)
Sponsor-wide plan assets over time
All Surgical Care Affiliates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $713M 57.77654940377032% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,996 | $452M |
| 2023 | 1 | 11,697 | $582M |
| 2024 | 1 | 12,913 | $713M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Scale composition for Surgical Care Affiliates, LLC Retirement Investment Plan
Surgical Care Affiliates, LLC Retirement Investment Plan reports $713M in end-of-year assets across 12,913 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $55,198 per participant (40% of the national average assets-per-participant) . Net income for plan year 2024 was $131M.
This plan identity (EIN 208922307, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $452M to $713M (+57.8%) while covered participants moved from 10,996 to 12,913 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,996 | $452M | Open filing |
| 2023 | 11,697 | $582M | Open filing |
| 2024 · index core | 12,913 | $713M | This page |
Surgical Care Affiliates, LLC Retirement Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Renown Health Retirement Savings Plan in NV ($713M); by covered participants it is Southern California Permanente Medical Group Tax Savings Retirement Plan in CA (12,922 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($713M here).
- Renown Health Retirement Savings Plan (NV) $713M · 4,718
- Epic Games, Inc. 401(k) Plan and Trust (NC) $711M · 2,551
- Biomarin Pharmaceutical Inc. Retirement Savings Plan (CA) $715M · 2,320
- Wisconsin NECA-IBEW Retirement Plan (WI) $715M · 2,442
Similar participant headcount
Nearest other-state filings by covered participants (12,913 participants); asset peers above are excluded.
- Southern California Permanente Medical Group Tax Savings Retirement Plan (CA) 12,922 · 9 off
- Proservice Hawaii 401(k) Plan (HI) 12,924 · 11 off
- Barnes & Noble 401(k) Plan (NY) 12,897 · 16 off
- Thekey 401(k) Plan (CA) 12,894 · 19 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.