401(k) · DOL Form 5500 · 2024

Monterey Peninsula Surgery Center, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
219
Participants Below avg headcount
67th
Percentile by assets National rank
$79,277
Avg per participant Below avg balance/head
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Official DOL plan name: Monterey Peninsula Surgery Center, LLC 401(k) Plan · Sponsored by Monterey Peninsula Surgery Center, LLC · California · Healthcare & Social Assistance

$17M in assets, 219 participants

Monterey Peninsula Surgery Center, LLC's Monterey Peninsula Surgery Center, LLC 401(k) Plan reported $17M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,226 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Monterey Peninsula Surgery Center, LLC 401(k) Plan covers 219 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $17M.

#12,226
in Healthcare & Social Assistance (16,916 peers)
+7.0%
assets growth YoY

Monterey Peninsula Surgery Center, LLC 401(k) Plan's outsized position by total assets

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

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

$17,361,751 Top 33% higher than 67% 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

Monterey Peninsula 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. Monterey Peninsula Surgery Center, LLC 401(k) Plan sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Monterey Peninsula Surgery Center, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Monterey Peninsula Surgery Center, LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Monterey Peninsula Surgery Center, LLC 401(k) Plan reported participants fell from 223 in the plan year 2023 filing to 219 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 770470910 · Monterey Peninsula Surgery Center, LLC PY 2024 · 401(k)

Monterey Peninsula Surgery Center, LLC 401(k) Plan · $17M · 219 · 67th

  • NET $17M
  • BOOK 219
  • VS-ST 67th
  • BOY 401(k)
  • SCH near The Verescence 401(k) Plan
  • EBSA ind #12226

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 California →

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

Monterey Peninsula Surgery Center, LLC 401(k) PlanMonterey Peninsula Surgery C…$17MThe Verescence 401(k) Plan$17MHamilton Associates, Inc. 401(k) PlanHamilton Associates, Inc. 40…$17MIav Automotive Engineering Inc. 401(k) PlanIav Automotive Engineering I…$17MBlack Hills Regional Eye Institute 401(k) Plan and TrustBlack Hills Regional Eye Ins…$17M
End-of-year total assets ($M) among Monterey Peninsula Surgery Center, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN770470910
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monterey Peninsula Surgery Center, LLC)

Sponsor-wide plan assets over time

All Monterey Peninsula Surgery Center, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 23.628376117064835% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14M $17.4M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 192 $14M
2023 1 223 $16M
2024 1 219 $17M

Nearby 401(k) Plans in California

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

Monterey Peninsula Surgery Center, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Monterey Peninsula Surgery Center, LLC 401(k) Plan, Total assets ($B): 0.017361751 · Participants: 219Monterey Peninsula Surgery Center, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Monterey Peninsula Surgery Center, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monterey Peninsula Surgery Center, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is The Verescence 401(k) Plan in GA ($17M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Monterey Peninsula Surgery Center, LLC 401(k) Plan assets move in 2024? ▼
Monterey Peninsula Surgery Center, LLC 401(k) Plan grew at a solid clip - up 7.0% during 2024, from $16M to $17M. Reported net income was $1M.
How have Monterey Peninsula Surgery Center, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monterey Peninsula Surgery Center, LLC's sponsor-wide assets grew 23.6%, from $14M to $17M.
Which 401(k) plans are similar in size to Monterey Peninsula Surgery Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Verescence 401(k) Plan in GA ($17M, 343 participants).
Which 401(k) plans cover a similar participant headcount to Monterey Peninsula Surgery Center, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Joy Companies, Inc. Retirement Plan in MD (219 participants, $10M 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 770470910.

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.