401(k) · DOL Form 5500 · 2024

Surgical Management Solutions LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
32nd
Percentile by assets National rank
$178,090
Avg per participant Above avg balance/head
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Official DOL plan name: Surgical Management Solutions 401(k) Plan · Sponsored by Surgical Management Solutions LLC · Texas · Healthcare & Social Assistance

$2M in assets, 14 participants

Surgical Management Solutions LLC's Surgical Management Solutions 401(k) Plan reported $2M in total assets and 14 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.

  • #5,234 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Surgical Management Solutions 401(k) Plan grew at a solid clip 8.1% in 2024 ($2M → $2M) for 14 participants.

#5,234
in Healthcare & Social Assistance (16,916 peers)
+8.1%
assets growth YoY

Surgical Management Solutions 401(k) Plan among the smaller filed plans by assets

Surgical Management Solutions 401(k) Plan vs every filed plan by assets

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

$2,493,256 32nd percentile higher than 32% 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

Surgical Management Solutions 401(k) 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. Surgical Management Solutions 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Surgical Management Solutions 401(k) Plan reported net income rose from -$212K in the plan year 2023 filing to $187K in the plan year 2024 filing.
  • Surgical Management Solutions 401(k) Plan reported participants fell from 43 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Surgical Management Solutions 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 830910718 · Surgical Management Solutions LLC PY 2024 · 401(k)

Surgical Management Solutions 401(k) Plan · $2M · 14 · 32nd

  • VS-ST $2M
  • VS-ST 14
  • VS-ST 32nd
  • VS-ST 401(k)
  • VS-ST near Big Blue Marble 401(k) Retirement Plan
  • VS-ST ind #5234

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 Texas →

Surgical Management Solutions 401(k) Plan in the asset neighbourhood

Surgical Management Solutions 401(k) PlanSurgical Management Solution…$2MBig Blue Marble 401(k) Retirement PlanBig Blue Marble 401(k) Retir…$2MGraber Manufacturing, Inc. 401(k) PlanGraber Manufacturing, Inc. 4…$2MLyle, Walker & Company, P.a. 401(k) Retirement PlanLyle, Walker & Company, P.a.…$2MLegacy Advisors, Inc 401(k) Profit Sharing PlanLegacy Advisors, Inc 401(k) …$2M
End-of-year total assets ($M) among Surgical Management Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Surgical Management Solutions LLC years around the 2024 move

Sponsor-wide plan assets over time

All Surgical Management Solutions LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.117287189525364% vs 2023
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 20232024 $2.31M $2.49M ▲ +7.8%
Year Plans Participants Total Assets
2023 1 43 $2M
2024 1 14 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$187K
Employer EIN830910718
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Surgical Management Solutions 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Surgical Management Solutions 401(k) Plan, Total assets ($B): 0.002493256 · Participants: 14Surgical Management Solutions 401(k) 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
Surgical Management Solutions 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Surgical Management Solutions 401(k) Plan side-by-side with 3 peers →

Surgical Management Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Big Blue Marble 401(k) Retirement Plan in GA ($2M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Surgical Management Solutions 401(k) Plan assets move in 2024? ▼
Surgical Management Solutions 401(k) Plan grew at a solid clip - up 8.1% during 2024, from $2M to $2M. Reported net income was $187K.
How have Surgical Management Solutions LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Surgical Management Solutions LLC's sponsor-wide assets grew 8.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Surgical Management Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Big Blue Marble 401(k) Retirement Plan in GA ($2M, 1,122 participants).
Which 401(k) plans cover a similar participant headcount to Surgical Management Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M 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 830910718.

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.