401(k) · DOL Form 5500 · 2024
Surgical Referral Services, Ltd. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 224
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $102,100
- Avg per participant Below avg balance/head
Official DOL plan name: Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan · Sponsored by Surgical Referral Services, Ltd. · Illinois · Professional & Technical Services
$23M in assets, 224 participants
Surgical Referral Services, Ltd.'s Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan reported $23M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,580 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan covers 224 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $23M.
- #14,580
- in Professional & Technical Services (20,173 peers)
- +18.8%
- assets growth YoY
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,870,477 Top 27% higher than 73% 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 Referral Services, Ltd. 401(k) Profit Sharing 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. Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (224 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan reported participants rose from 203 in the plan year 2023 filing to 224 in the plan year 2024 filing.
DOL schedule card
Filing strip 363606955 · Surgical Referral Services, Ltd. PY 2024 · 401(k)
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan · $23M · 224 · 73rd
- BOY $23M
- BOY 224
- BOY 73rd
- BOY 401(k)
- BOY near Port Washington State Bank Employees' Profit Sharing Retirement Plan
- BOY ind #14580
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 363606955 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Surgical Referral Services, Ltd.)
Sponsor-wide plan assets over time
All Surgical Referral Services, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 40.17879257397648% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $16M |
| 2023 | 1 | 203 | $19M |
| 2024 | 1 | 224 | $23M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Port Washington State Bank Employees' Profit Sharing Retirement Plan in WI ($23M); by covered participants it is Ideal Ready Mix Company 401(k) Plan in IA (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Port Washington State Bank Employees' Profit Sharing Retirement Plan (WI) $23M · 100
- Design Communications, Ltd. 401(k) Plan (MA) $23M · 286
- Shen Milsom & Wilke, LLC 401(k) Plan (NY) $23M · 144
- Acronis, Inc. 401(k) Plan (MA) $23M · 227
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
- Ideal Ready Mix Company 401(k) Plan (IA) 224 · 0 off
- Sezzle 401(k) Plan (MN) 224 · 0 off
- Four Rivers Combined 401(k) Plan (KY) 224 · 0 off
- Warrior 401(k) Plan (TX) 224 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.