Defined Benefit (Pension) · DOL Form 5500 · 2024

Muskegon Surgical Associates, PC Pension Plan

Data updated 2026-08-25

N/A
Total assets
114
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Muskegon Surgical Associates, PC Pension Plan · Sponsored by Muskegon Surgical Associates, PC · Michigan · Healthcare & Social Assistance

N/A in assets, 114 participants

Muskegon Surgical Associates, PC's Muskegon Surgical Associates, PC Pension Plan reported N/A in total assets and 114 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in Michigan

Muskegon Surgical Associates, PC Pension Plan covers 114 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: N/A.

-$5M
reported net income

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Muskegon Surgical Associates, PC Pension 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. Muskegon Surgical Associates, PC Pension Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Muskegon Surgical Associates, PC Pension Plan reported net income fell from $83K in the plan year 2023 filing to -$5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 381973203 · Muskegon Surgical Associates, PC PY 2024 · Defined Benefit (Pension)

Muskegon Surgical Associates, PC Pension Plan · N/A · 114

  • ASSETS N/A
  • ASSETS 114
  • ASSETS PY 2024
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Pension Plan for Hawaii Dental Service
  • ASSETS -$5M

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 Michigan →

Michigan filing particulars

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

Sponsor Plan History (Muskegon Surgical Associates, PC)

Sponsor-wide plan assets over time

All Muskegon Surgical Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 2.9225844832349206% vs 2022
2024 filing year
$23M$24M$25M$26M$27M$28M 202220232024 $23.7M $24.4M ▲ +2.9%
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.

Muskegon Surgical Associates, PC Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 5 data points. 50001000015000200002500030000 01020304050 Total assets ($B) Participants General Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Muskegon Surgical Associates, PC Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

Muskegon Surgical Associates, PC Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside Michigan, the nearest Defined Benefit (Pension) by covered participants is Pension Plan for Hawaii Dental Service in HI (114 participants; this filing: 114 participants).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 have Muskegon Surgical Associates, PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Muskegon Surgical Associates, PC's sponsor-wide assets grew 2.9%, from $24M to $24M.
Which Defined Benefit (Pension) plans cover a similar participant headcount to Muskegon Surgical Associates, PC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hawaii Dental Service in HI (114 participants, $41M in assets).