Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MUSKEGON SURGICAL ASSOCIATES, PC

This Defined Benefit (Pension) plan holds N/A in total assets and serves 114 participants as of 2024. It is sponsored by MUSKEGON SURGICAL ASSOCIATES, PC in Michigan. The plan reported a net loss of $5M for the year.

Total Assets (2023)
N/A
Participants
114
State
Industry
Healthcare & Social Assistance

What the Filing Says About MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN

MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by MUSKEGON SURGICAL ASSOCIATES, PC, headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 114 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 381973203, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-5,206,434 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-5,206,434
Plan TypeDefined Benefit (Pension)
Employer EIN381973203
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MUSKEGON SURGICAL ASSOCIATES, PC)

Year Plans Participants Total Assets
2022 2 226 $24M
2023 2 231 $27M
2024 2 228 $24M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN?
As of the 2024 Form 5500 filing, MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN holds N/A in total assets with 114 participants. It is sponsored by MUSKEGON SURGICAL ASSOCIATES, PC.
What type of plan is MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN?
MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 381973203.
Who sponsors the MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN?
MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN is sponsored by MUSKEGON SURGICAL ASSOCIATES, PC, located in Michigan. The sponsor's EIN is 381973203 and the plan operates in the Healthcare & Social Assistance industry.
How did MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN perform in 2024?
MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN held N/A in total assets at the end of 2024. Net income was $-5,206,434.
Where can I find official filings for MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN?
Official Form 5500 filings for MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 381973203 or plan name at efast.dol.gov.
How does MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN compare to other plans?
You can compare MUSKEGON SURGICAL ASSOCIATES, PC PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 381973203.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.