401(k) · DOL Form 5500 · 2024

Sp Management Services, Inc. 401(k) Plan

Data updated 2026-08-11

$414M
Total assets
4,583
Participants
97th
Percentile by assets
$90,249
Avg per participant
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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.

  • 97th percentile by assets (of 123,622 plans)
  • #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.

$414M
total plan assets (2024 EOY)
4,583
covered participants
97th
percentile by assets (of 123,622 plans)
$90,249
avg assets per participant

Where Surgery Partners 401(k) Plan sits 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

This plan $0 $2,010,000,000 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

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Surgery Partners 401(k) Plan reports 4,583 participants - 4.1x that state average ($414M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$414M
Net Income$52M
Employer EIN621736048
Plan Effective Date2006-03-01
Filing StatusFILING 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

Surgery Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Surgery Partners 401…Fedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
Surgery Partners 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Surgery Partners 401(k) Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Surgery Partners 401(k) Plan's numbers.

  • By total assets, Surgery Partners 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans