401(k) · DOL Form 5500 · 2024

Surge Operating, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
155
Participants Small participant base
78th
Percentile by assets National rank
$205,647
Avg per participant Above avg balance/head
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Official DOL plan name: Surge Operating, LLC 401(k) Plan · Sponsored by Surge Operating, LLC · Texas · Mining & Oil Extraction

$32M in assets, 155 participants

Surge Operating, LLC's Surge Operating, LLC 401(k) Plan reported $32M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #499 in Mining & Oil Extraction (785 peers)

Coverage in Texas

Surge Operating, LLC 401(k) Plan covers 155 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $32M.

#499
in Mining & Oil Extraction (785 peers)
+24.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Surge Operating, LLC 401(k) Plan's outsized position by total assets

Surge Operating, LLC 401(k) Plan vs every filed plan by assets

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

$31,875,220 Top 22% higher than 78% 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

Surge Operating, 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. Surge Operating, LLC 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Surge Operating, LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Surge Operating, LLC 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Surge Operating, LLC 401(k) Plan reported participants rose from 145 in the plan year 2023 filing to 155 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 474007427 · Surge Operating, LLC PY 2024 · 401(k)

Surge Operating, LLC 401(k) Plan · $32M · 155 · 78th

  • TYPE $32M
  • NET 155
  • BOOK 78th
  • VS-ST 401(k)
  • BOY near Legal Aid of North Carolina Ret Plan
  • SCH ind #499

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Surge Operating, LLC 401(k) Plan in the asset neighbourhood

Surge Operating, LLC 401(k) PlanSurge Operating, LLC 401(k) …$32MLegal Aid of North Carolina Ret PlanLegal Aid of North Carolina …$32MJag - One Physical Therapy 401(k) Profit Sharing Plan and TrustJag - One Physical Therapy 4…$32MWebster Five Cents Savings Bank 401(k) PlanWebster Five Cents Savings B…$32MValley Oaks Health 401(k) Retirement PlanValley Oaks Health 401(k) Re…$32M
End-of-year total assets ($M) among Surge Operating, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN474007427
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surge Operating, LLC)

Sponsor-wide plan assets over time

All Surge Operating, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 70.2972453121432% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.7M $31.9M ▲ +70.3%
Year Plans Participants Total Assets
2022 1 143 $19M
2023 1 145 $26M
2024 1 155 $32M

Nearby 401(k) Plans in Texas

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

Surge Operating, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Surge Operating, LLC 401(k) Plan, Total assets ($B): 0.03187522 · Participants: 155Surge Operating, LLC 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
Surge Operating, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Surge Operating, LLC 401(k) Plan side-by-side with 3 peers →

Surge Operating, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Legal Aid of North Carolina Ret Plan in NC ($32M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Surge Operating, LLC 401(k) Plan assets move in 2024? ▼
Surge Operating, LLC 401(k) Plan grew sharply - up 24.2% during 2024, from $26M to $32M. Reported net income was $6M.
How have Surge Operating, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surge Operating, LLC's sponsor-wide assets grew 70.3%, from $19M to $32M.
Where does Surge Operating, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Surge Operating, LLC 401(k) Plan ranks in the 78th 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 Surge Operating, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legal Aid of North Carolina Ret Plan in NC ($32M, 468 participants).
Which 401(k) plans cover a similar participant headcount to Surge Operating, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants, N/A 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 474007427.

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.