401(k) · DOL Form 5500 · 2024
University Surgical Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $75,103
- Avg per participant Below avg balance/head
Official DOL plan name: University Surgical Associates, LLC 401-K Profit Sharing Plan · Sponsored by University Surgical Associates, LLC · Tennessee · Healthcare & Social Assistance
$12M in assets, 161 participants
University Surgical Associates, LLC's University Surgical Associates, LLC 401-K Profit Sharing Plan reported $12M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #11,021 in Healthcare & Social Assistance (16,916 peers)
Coverage in Tennessee
University Surgical Associates, LLC 401-K Profit Sharing Plan covers 161 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.
- #11,021
- in Healthcare & Social Assistance (16,916 peers)
- +14.9%
- assets growth YoY
University Surgical Associates, LLC 401-K Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
University Surgical Associates, LLC 401-K Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,091,637 Top 40% higher than 60% 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
University Surgical Associates, LLC 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. University Surgical Associates, LLC 401-K Profit Sharing Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Surgical Associates, LLC 401-K Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- University Surgical Associates, LLC 401-K Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- University Surgical Associates, LLC 401-K Profit Sharing Plan reported participants fell from 176 in the plan year 2023 filing to 161 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 621658774 · University Surgical Associates, LLC PY 2024 · 401(k)
University Surgical Associates, LLC 401-K Profit Sharing Plan · $12M · 161 · 60th
- ASSETS $12M
- PCT 161
- EIN 60th
- RANK 401(k)
- PHOTO near Providence Engineering & Environmental Group, LLC 401(k) Pension Plan
- IND ind #11021
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 Tennessee →
University Surgical Associates, LLC 401-K Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 621658774 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Surgical Associates, LLC)
Sponsor-wide plan assets over time
All University Surgical Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 27.212524939327103% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $10M |
| 2023 | 1 | 176 | $11M |
| 2024 | 1 | 161 | $12M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
University Surgical Associates, LLC 401-K Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Providence Engineering & Environmental Group, LLC 401(k) Pension Plan in LA ($12M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Shallenberger Construction, Inc. 401(k) Davis Bacon Plan (PA) 161 · 0 off
- Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
- Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
- Pve, LLC 401(k) Plan (PA) 161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.