401(k) · DOL Form 5500 · 2024

Fox Valley Surgical Associates, Ltd 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
93
Participants Small participant base
75th
Percentile by assets National rank
$274,584
Avg per participant High balance/head
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Official DOL plan name: Fox Valley Surgical Associates Ltd 401(k) Plan · Sponsored by Fox Valley Surgical Associates, Ltd · Wisconsin · Healthcare & Social Assistance

$26M in assets, 93 participants

Fox Valley Surgical Associates, Ltd's Fox Valley Surgical Associates Ltd 401(k) Plan reported $26M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,286 in Healthcare & Social Assistance (16,916 peers)

Where Fox Valley Surgical Associates Ltd 401(k) Plan sits by assets

Fox Valley Surgical Associates Ltd 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 93 participants (~$274,584/participant), up 21.5% in 2024.

#13,286
in Healthcare & Social Assistance (16,916 peers)
+21.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fox Valley Surgical Associates Ltd 401(k) Plan's outsized position by total assets

Fox Valley Surgical Associates Ltd 401(k) Plan vs every filed plan by assets

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

$25,536,290 Top 25% higher than 75% 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

Fox Valley Surgical Associates Ltd 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fox Valley Surgical Associates Ltd 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fox Valley Surgical Associates Ltd 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Fox Valley Surgical Associates Ltd 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Fox Valley Surgical Associates Ltd 401(k) Plan reported participants rose from 92 in the plan year 2023 filing to 93 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 361141203 · Fox Valley Surgical Associates, Ltd PY 2024 · 401(k)

Fox Valley Surgical Associates Ltd 401(k) Plan · $26M · 93 · 75th

  • TYPE $26M
  • NET 93
  • BOOK 75th
  • VS-ST 401(k)
  • BOY near Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust
  • SCH ind #13286

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 Wisconsin →

Fox Valley Surgical Associates Ltd 401(k) Plan in the asset neighbourhood

Fox Valley Surgical Associates Ltd 401(k) PlanFox Valley Surgical Associat…$26MBai, Inc. 401(k) Retirement PlanBai, Inc. 401(k) Retirement …$26MTriad Technologies, LLC 401(k) PlanTriad Technologies, LLC 401(…$26MPueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Laguna Commercial …$26MS.M. Lorusso & Sons, Inc. 401(k) PlanS.M. Lorusso & Sons, Inc. 40…$26M
End-of-year total assets ($M) among Fox Valley Surgical Associates Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN361141203
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fox Valley Surgical Associates, Ltd)

Sponsor-wide plan assets over time

All Fox Valley Surgical Associates, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$26M 21.463641183279115% vs 2023
2024 filing year
$20M$22M$24M$26M 20232024 $21M $25.5M ▲ +21.5%
Year Plans Participants Total Assets
2023 1 92 $21M
2024 1 93 $26M

Nearby 401(k) Plans in Wisconsin

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

Fox Valley Surgical Associates Ltd 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Fox Valley Surgical Associates Ltd 401(k) Plan, Total assets ($B): 0.02553629 · Participants: 93Fox Valley Surgical Associates Ltd 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Fox Valley Surgical Associates Ltd 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fox Valley Surgical Associates Ltd 401(k) Plan side-by-side with 3 peers →

Fox Valley Surgical Associates Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust in NM ($26M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Fox Valley Surgical Associates Ltd 401(k) Plan assets move in 2024? ▼
Fox Valley Surgical Associates Ltd 401(k) Plan grew sharply - up 21.5% during 2024, from $21M to $26M. Reported net income was $5M.
How have Fox Valley Surgical Associates, Ltd plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Fox Valley Surgical Associates, Ltd's sponsor-wide assets grew 21.5%, from $21M to $26M.
Where does Fox Valley Surgical Associates Ltd 401(k) Plan rank by assets among Form 5500 filers? ▼
Fox Valley Surgical Associates Ltd 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fox Valley Surgical Associates Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust in NM ($26M, 786 participants).
Which 401(k) plans cover a similar participant headcount to Fox Valley Surgical Associates Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M 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 361141203.

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.