401(k) · DOL Form 5500 · 2024
Evansville Surgical Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 117
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $253,092
- Avg per participant Above avg balance/head
Official DOL plan name: Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan · Sponsored by Evansville Surgical Associates, Inc. · Indiana · Healthcare & Social Assistance
$30M in assets, 117 participants
Evansville Surgical Associates, Inc.'s Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan reported $30M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,619 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan covers 117 participants in Indiana, about 22% of the average Indiana filer (state average ~541 per filing). Assets: $30M.
- #13,619
- in Healthcare & Social Assistance (16,916 peers)
- +8.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan's outsized position by total assets
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,611,806 Top 23% higher than 77% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Evansville Surgical Associates, Inc. Profit Sharing/Savings 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. Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan reported participants rose from 114 in the plan year 2023 filing to 117 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 351171048 · Evansville Surgical Associates, Inc. PY 2024 · 401(k)
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan · $30M · 117 · 77th
- SCH $30M
- SCH 117
- SCH 77th
- SCH 401(k)
- SCH near Fuel Tech, Inc. Retirement Savings Plan
- SCH ind #13619
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 Indiana →
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $2M |
| Employer EIN | 351171048 |
| Plan Effective Date | 1970-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evansville Surgical Associates, Inc.)
Sponsor-wide plan assets over time
All Evansville Surgical Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 27.426939243563055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $23M |
| 2023 | 1 | 114 | $27M |
| 2024 | 1 | 117 | $30M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Fuel Tech, Inc. Retirement Savings Plan in IL ($30M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Fuel Tech, Inc. Retirement Savings Plan (IL) $30M · 67
- Wac Lighting Co. 401(k) Profit Sharing Plan (NY) $30M · 383
- Scrs Association Retirement Savings Plan (WA) $30M · 1,354
- Keches Law Group, P. C. 401(k) Profit Sharing Plan (MA) $30M · 152
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Quality Beverage 401(k) Plan (MA) 117 · 0 off
- Skytap, Inc. Retirement Plan (WA) 117 · 0 off
- International Biomedical Employee's Profit Sharing Plan (TX) 117 · 0 off
- Williams-Keepers LLC 401(k) Plan (MO) 117 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.