401(k) · DOL Form 5500 · 2024

Franciscan Surgery Center, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
109
Participants Small participant base
51st
Percentile by assets National rank
$75,190
Avg per participant Below avg balance/head
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Official DOL plan name: Franciscan Surgery Center, LLC 401(k) Plan · Sponsored by Franciscan Surgery Center, LLC · Indiana · Healthcare & Social Assistance

$8M in assets, 109 participants

Franciscan Surgery Center, LLC's Franciscan Surgery Center, LLC 401(k) Plan reported $8M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,565 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Franciscan Surgery Center, LLC 401(k) Plan covers 109 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $8M.

#9,565
in Healthcare & Social Assistance (16,916 peers)
+27.5%
assets growth YoY

Franciscan Surgery Center, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Franciscan Surgery Center, LLC 401(k) Plan vs every filed plan by assets

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

$8,195,714 Top 49% higher than 51% 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

Franciscan Surgery Center, 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. Franciscan Surgery Center, LLC 401(k) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Franciscan Surgery Center, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Franciscan Surgery Center, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Franciscan Surgery Center, LLC 401(k) Plan reported participants rose from 105 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 352128334 · Franciscan Surgery Center, LLC PY 2024 · 401(k)

Franciscan Surgery Center, LLC 401(k) Plan · $8M · 109 · 51st

  • TYPE $8M
  • TYPE 109
  • TYPE 51st
  • TYPE 401(k)
  • TYPE near Matrix Sciences International Inc. 401(k) Plan
  • TYPE ind #9565

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 Indiana →

Franciscan Surgery Center, LLC 401(k) Plan in the asset neighbourhood

Franciscan Surgery Center, LLC 401(k) PlanFranciscan Surgery Center, L…$8MMatrix Sciences International Inc. 401(k) PlanMatrix Sciences Internationa…$8MLifeline Foods 401(k) Retirement PlanLifeline Foods 401(k) Retire…$8MMiracle Mile Advisors, LLC 401(k) PlanMiracle Mile Advisors, LLC 4…$8MOld Shell Road Management, Inc. 401(k) PlanOld Shell Road Management, I…$8M
End-of-year total assets ($M) among Franciscan Surgery Center, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN352128334
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franciscan Surgery Center, LLC)

Sponsor-wide plan assets over time

All Franciscan Surgery Center, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 78.15863279998365% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.6M $8.2M ▲ +78.3%
Year Plans Participants Total Assets
2022 1 99 $5M
2023 1 105 $6M
2024 1 109 $8M

Nearby 401(k) Plans in Indiana

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

Franciscan Surgery Center, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Franciscan Surgery Center, LLC 401(k) Plan, Total assets ($B): 0.008195714 · Participants: 109Franciscan Surgery Center, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Franciscan Surgery Center, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Franciscan Surgery Center, LLC 401(k) Plan side-by-side with 3 peers →

Franciscan Surgery Center, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Matrix Sciences International Inc. 401(k) Plan in IL ($8M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Franciscan Surgery Center, LLC 401(k) Plan assets move in 2024? ▼
Franciscan Surgery Center, LLC 401(k) Plan grew sharply - up 27.5% during 2024, from $6M to $8M. Reported net income was $2M.
How have Franciscan Surgery Center, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franciscan Surgery Center, LLC's sponsor-wide assets grew 78.2%, from $5M to $8M.
Which 401(k) plans are similar in size to Franciscan Surgery Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Matrix Sciences International Inc. 401(k) Plan in IL ($8M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Franciscan Surgery Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M 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 352128334.

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.