401(k) · DOL Form 5500 · 2024

Surgery Center, Jv 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
221
Participants Below avg headcount
47th
Percentile by assets National rank
$29,164
Avg per participant Low balance/head
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Official DOL plan name: Surgery Center, Jv 401(k) Retirement Plan · Sponsored by Surgery Center, Jv · Alabama · Healthcare & Social Assistance

$6M in assets, 221 participants

Surgery Center, Jv's Surgery Center, Jv 401(k) Retirement Plan reported $6M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,616 in Healthcare & Social Assistance (16,916 peers)

Surgery Center, Jv multi-year trail

Surgery Center, Jv's plans moved +22.7% in assets from 2022 to 2024; this filing shows Surgery Center, Jv 401(k) Retirement Plan at $6M / 221 participants.

#8,616
in Healthcare & Social Assistance (16,916 peers)
+6.0%
assets growth YoY

Surgery Center, Jv 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Surgery Center, Jv 401(k) Retirement Plan vs every filed plan by assets

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

$6,445,346 47th percentile higher than 47% 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

Surgery Center, Jv 401(k) Retirement 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. Surgery Center, Jv 401(k) Retirement Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Surgery Center, Jv 401(k) Retirement Plan reported net income fell from $829K in the plan year 2023 filing to $363K in the plan year 2024 filing.
  • Surgery Center, Jv 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Surgery Center, Jv 401(k) Retirement Plan reported participants rose from 217 in the plan year 2023 filing to 221 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 621230866 · Surgery Center, Jv PY 2024 · 401(k)

Surgery Center, Jv 401(k) Retirement Plan · $6M · 221 · 47th

  • PART $6M
  • PART 221
  • PART 47th
  • PART 401(k)
  • PART near System Services Profit Sharing 401(k) Plan
  • PART ind #8616

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 Alabama →

Surgery Center, Jv 401(k) Retirement Plan in the asset neighbourhood

Surgery Center, Jv 401(k) Retirement PlanSurgery Center, Jv 401(k) Re…$6MSystem Services Profit Sharing 401(k) PlanSystem Services Profit Shari…$6MTitus Talent Strategies, LLC 401(k) PlanTitus Talent Strategies, LLC…$6MSchlotterbeck & Foss 401(k) PlanSchlotterbeck & Foss 401(k) …$6MProletariat 401(k) Plan$6M
End-of-year total assets ($M) among Surgery Center, Jv 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Surgery Center, Jv multi-year asset trail

Sponsor-wide plan assets over time

All Surgery Center, Jv plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.68796519465509% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.25M $6.45M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 218 $5M
2023 1 217 $6M
2024 1 221 $6M

Surgery Center, Jv filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$363K
Employer EIN621230866
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Surgery Center, Jv 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Surgery Center, Jv 401(k) Retirement Plan, Total assets ($B): 0.006445346 · Participants: 221Surgery Center, Jv 401(k) Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Surgery Center, Jv 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Surgery Center, Jv 401(k) Retirement Plan side-by-side with 3 peers →

Surgery Center, Jv 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is System Services Profit Sharing 401(k) Plan in LA ($6M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Surgery Center, Jv 401(k) Retirement Plan assets move in 2024? ▼
Surgery Center, Jv 401(k) Retirement Plan grew at a solid clip - up 6.0% during 2024, from $6M to $6M. Reported net income was $363K.
How have Surgery Center, Jv plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surgery Center, Jv's sponsor-wide assets grew 22.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Surgery Center, Jv 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is System Services Profit Sharing 401(k) Plan in LA ($6M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Surgery Center, Jv 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 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 621230866.

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.