401(k) · DOL Form 5500 · 2024

Texas Institute for Surgery, LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
193
Participants Below avg headcount
63rd
Percentile by assets National rank
$71,228
Avg per participant Below avg balance/head
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Official DOL plan name: Texas Institute for Surgery, LLP 401(k) Plan · Sponsored by Texas Institute for Surgery, LLP · Texas · Healthcare & Social Assistance

$14M in assets, 193 participants

Texas Institute for Surgery, LLP's Texas Institute for Surgery, LLP 401(k) Plan reported $14M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #11,453 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Texas Institute for Surgery, LLP 401(k) Plan covers 193 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#11,453
in Healthcare & Social Assistance (16,916 peers)
+4.4%
assets growth YoY

Texas Institute for Surgery, LLP 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Texas Institute for Surgery, LLP 401(k) Plan vs every filed plan by assets

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

$13,746,942 Top 37% higher than 63% 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

Texas Institute for Surgery, LLP 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. Texas Institute for Surgery, LLP 401(k) Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Institute for Surgery, LLP 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $577K in the plan year 2024 filing.
  • Texas Institute for Surgery, LLP 401(k) Plan reported participants rose from 158 in the plan year 2023 filing to 193 in the plan year 2024 filing.
  • Texas Institute for Surgery, LLP 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 770628004 · Texas Institute for Surgery, LLP PY 2024 · 401(k)

Texas Institute for Surgery, LLP 401(k) Plan · $14M · 193 · 63rd

  • SCH $14M
  • SCH 193
  • SCH 63rd
  • SCH 401(k)
  • SCH near Sonic Manufacturing 401(k) Plan
  • SCH ind #11453

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 →

Texas Institute for Surgery, LLP 401(k) Plan in the asset neighbourhood

Texas Institute for Surgery, LLP 401(k) PlanTexas Institute for Surgery,…$14MSonic Manufacturing 401(k) PlanSonic Manufacturing 401(k) P…$14MAbsci Corporation 401(k) Plan$14MPioneer Valley Urology, PC 401(k) Plan and TrustPioneer Valley Urology, PC 4…$14MCarton Service Csi, LLC 401(k) PlanCarton Service Csi, LLC 401(…$14M
End-of-year total assets ($M) among Texas Institute for Surgery, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$577K
Employer EIN770628004
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Institute for Surgery, LLP)

Sponsor-wide plan assets over time

All Texas Institute for Surgery, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.70085701253544% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.8M $13.8M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 176 $12M
2023 1 158 $13M
2024 1 193 $14M

Nearby 401(k) Plans in Texas

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

Texas Institute for Surgery, LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Institute for Surgery, LLP 401(k) Plan, Total assets ($B): 0.013746942 · Participants: 193Texas Institute for Surgery, LLP 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
Texas Institute for Surgery, LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Institute for Surgery, LLP 401(k) Plan side-by-side with 3 peers →

Texas Institute for Surgery, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sonic Manufacturing 401(k) Plan in CA ($14M); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Texas Institute for Surgery, LLP 401(k) Plan assets move in 2024? ▼
Texas Institute for Surgery, LLP 401(k) Plan edged up modestly - up 4.4% during 2024, from $13M to $14M. Reported net income was $577K.
How have Texas Institute for Surgery, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Institute for Surgery, LLP's sponsor-wide assets grew 16.7%, from $12M to $14M.
Which 401(k) plans are similar in size to Texas Institute for Surgery, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sonic Manufacturing 401(k) Plan in CA ($14M, 339 participants).
Which 401(k) plans cover a similar participant headcount to Texas Institute for Surgery, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spartan Race, Inc. 401(k) Plan in MA (193 participants, $5M 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 770628004.

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.