401(k) · DOL Form 5500 · 2024

Sp Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$414M
Total assets Above avg plan size: 4,583
Participants Above avg headcount: 97th
Percentile by assets National rank: $90,249
Avg per participant Below avg balance/head

Official DOL plan name: Surgery Partners 401(k) Plan · Sponsored by Sp Management Services, Inc. · Tennessee · Management of Enterprises

$414M in assets, 4,583 participants

Sp Management Services, Inc.'s Surgery Partners 401(k) Plan reported $414M in total assets and 4,583 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

#1,020 in Management of Enterprises (1,133 peers)

Coverage in Tennessee

Surgery Partners 401(k) Plan covers 4,583 participants in Tennessee, 4.1x the typical Tennessee plan (state average ~1,126 per filing). Assets: $414M.

#1,020
in Management of Enterprises (1,133 peers): +31.4%
assets growth YoY: 4.1×
vs typical plan assets (national mean)

Surgery Partners 401(k) Plan's outsized position by total assets

Surgery Partners 401(k) Plan vs every filed plan by assets

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

$413,611,073 Top 3% higher than 97% 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

Surgery Partners 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surgery Partners 401(k) Plan lands in the large band (4,583 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 621736048 · Sp Management Services, Inc. PY 2024 · 401(k)

Surgery Partners 401(k) Plan · $414M · 4,583 · 97th

RANK $414M
PHOTO 4,583
IND 97th
EOY 401(k)
5500 near American National 401(k) Plan
ASSETS ind #1020

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 Management of Enterprises retirement plans → · Plans in Tennessee →

End-of-year total assets ($M) among Surgery Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)	$315M
Net Assets (End of Year)	$414M
Net Income	$52M
Employer EIN	621736048
Plan Effective Date	2006-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Surgery Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $25.4B · 113,079
Hca 401(k) Plan $23.8B · 307,086
Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
International Paper Company Salaried Savings Plan $5.0B · 12,564
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441

Compare Surgery Partners 401(k) Plan side-by-side with 3 peers →

Surgery Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is American National 401(k) Plan in TX ($414M); by covered participants it is Nationstar Mortgage 401(k) Retirement Plan in TX (4,583 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($414M here).

American National 401(k) Plan (TX) $414M · 4,224
Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan (NY) $414M · 647
Northern Arizona Healthcare Corporation 401(k) Plan (AZ) $414M · 3,610
Weekley Homes 401(k) Plan (TX) $413M · 1,583

Similar participant headcount

Nearest other-state filings by covered participants (4,583 participants); asset peers above are excluded.

Nationstar Mortgage 401(k) Retirement Plan (TX) 4,583 · 0 off
Pandora Jewelry LLC 401(k) Plan (MD) 4,582 · 1 off
Global Partners LP 401(k) Savings and Profit Sharing Plan (MA) 4,582 · 1 off
Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan (MI) 4,579 · 4 off

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 Partners 401(k) Plan assets move in 2024? ▼

Surgery Partners 401(k) Plan surged - up 31.4% during 2024, from $315M to $414M. Reported net income was $52M.

Where does Surgery Partners 401(k) Plan rank by assets among Form 5500 filers? ▼

Surgery Partners 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Surgery Partners 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is American National 401(k) Plan in TX ($414M, 4,224 participants).

Which 401(k) plans cover a similar participant headcount to Surgery Partners 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nationstar Mortgage 401(k) Retirement Plan in TX (4,583 participants, $604M 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 621736048.