401(k) · DOL Form 5500 · 2024

Northwest Michigan Surgery Center 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
148
Participants Small participant base
53rd
Percentile by assets National rank
$58,924
Avg per participant Low balance/head
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Official DOL plan name: Northwest Michigan Surgery Center 401(k) Plan and Trust · Sponsored by Northwest Michigan Surgery Center · Michigan · Healthcare & Social Assistance

$9M in assets, 148 participants

Northwest Michigan Surgery Center's Northwest Michigan Surgery Center 401(k) Plan and Trust reported $9M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,823 in Healthcare & Social Assistance (16,916 peers)

Coverage in Michigan

Northwest Michigan Surgery Center 401(k) Plan and Trust covers 148 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $9M.

#9,823
in Healthcare & Social Assistance (16,916 peers)
+13.5%
assets growth YoY

Northwest Michigan Surgery Center 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Northwest Michigan Surgery Center 401(k) Plan and Trust vs every filed plan by assets

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

$8,720,755 Top 47% higher than 53% 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

Northwest Michigan Surgery Center 401(k) Plan and Trust 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. Northwest Michigan Surgery Center 401(k) Plan and Trust sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northwest Michigan Surgery Center 401(k) Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Northwest Michigan Surgery Center 401(k) Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Northwest Michigan Surgery Center 401(k) Plan and Trust reported participants rose from 132 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 383551681 · Northwest Michigan Surgery Center PY 2024 · 401(k)

Northwest Michigan Surgery Center 401(k) Plan and Trust · $9M · 148 · 53rd

  • EBSA $9M
  • PART 148
  • TYPE 53rd
  • NET 401(k)
  • BOOK near D & M Tool Corporation 401(k) Profit Sharing Plan
  • VS-ST ind #9823

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 Michigan →

Northwest Michigan Surgery Center 401(k) Plan and Trust in the asset neighbourhood

Northwest Michigan Surgery Center 401(k) Plan and TrustNorthwest Michigan Surgery C…$9MD & M Tool Corporation 401(k) Profit Sharing PlanD & M Tool Corporation 401(k…$9MBestway Rental, Inc. 401(k) PlanBestway Rental, Inc. 401(k) …$9MPorter Burgess Company Thrift and Savings PlanPorter Burgess Company Thrif…$9MHeritage & Est 401(k) Plan$9M
End-of-year total assets ($M) among Northwest Michigan Surgery Center 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN383551681
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwest Michigan Surgery Center)

Sponsor-wide plan assets over time

All Northwest Michigan Surgery Center plans reported in each filing year

Latest sponsor-wide plan assets
$9M 38.4554284356161% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.3M $8.72M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 130 $6M
2023 1 132 $8M
2024 1 148 $9M

Nearby 401(k) Plans in Michigan

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

Northwest Michigan Surgery Center 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Northwest Michigan Surgery Center 401(k) Plan and Trust, Total assets ($B): 0.008720755 · Participants: 148Northwest Michigan Surgery Center 401(k) Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Northwest Michigan Surgery Center 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Northwest Michigan Surgery Center 401(k) Plan and Trust side-by-side with 3 peers →

Northwest Michigan Surgery Center 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is D & M Tool Corporation 401(k) Profit Sharing Plan in IN ($9M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Northwest Michigan Surgery Center 401(k) Plan and Trust assets move in 2024? ▼
Northwest Michigan Surgery Center 401(k) Plan and Trust grew at a solid clip - up 13.5% during 2024, from $8M to $9M. Reported net income was $1M.
How have Northwest Michigan Surgery Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwest Michigan Surgery Center's sponsor-wide assets grew 38.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Northwest Michigan Surgery Center 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is D & M Tool Corporation 401(k) Profit Sharing Plan in IN ($9M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Northwest Michigan Surgery Center 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M 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 383551681.

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.