401(k) · DOL Form 5500 · 2024

Surgical Notes Mdp LP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
234
Participants Below avg headcount
41st
Percentile by assets National rank
$20,293
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surgical Notes 401(k) Plan · Sponsored by Surgical Notes Mdp LP · Georgia · Professional & Technical Services

$5M in assets, 234 participants

Surgical Notes Mdp LP's Surgical Notes 401(k) Plan reported $5M in total assets and 234 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,767 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Surgical Notes 401(k) Plan covers 234 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.

#7,767
in Professional & Technical Services (20,173 peers)
+19.6%
assets growth YoY

Surgical Notes 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Surgical Notes 401(k) Plan vs every filed plan by assets

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

$4,748,664 41st percentile higher than 41% 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

Surgical Notes 401(k) 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. Surgical Notes 401(k) Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Surgical Notes 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $779K in the plan year 2024 filing.
  • Surgical Notes 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Surgical Notes 401(k) Plan reported participants rose from 214 in the plan year 2023 filing to 234 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810560289 · Surgical Notes Mdp LP PY 2024 · 401(k)

Surgical Notes 401(k) Plan · $5M · 234 · 41st

  • PART $5M
  • PART 234
  • PART 41st
  • PART 401(k)
  • PART near Knoxville Endodontics, PLLC 401(k) Profit Sharing Plan
  • PART ind #7767

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Surgical Notes 401(k) Plan in the asset neighbourhood

Surgical Notes 401(k) Plan$5MKnoxville Endodontics, PLLC 401(k) Profit Sharing PlanKnoxville Endodontics, PLLC …$5MDiversified Family Services Retirement PlanDiversified Family Services …$5MThe Ron Kaufman Companies LLC 401(k) PlanThe Ron Kaufman Companies LL…$5MMint Hill Cabinets, Inc. Retirement PlanMint Hill Cabinets, Inc. Ret…$5M
End-of-year total assets ($M) among Surgical Notes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$779K
Employer EIN810560289
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surgical Notes Mdp LP)

Sponsor-wide plan assets over time

All Surgical Notes Mdp LP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.61382328848694% vs 2023
2024 filing year
$3.5M$4M$4.5M$5M 20232024 $3.97M $4.75M ▲ +19.6%
Year Plans Participants Total Assets
2023 1 214 $4M
2024 1 234 $5M

Nearby 401(k) Plans in Georgia

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

Surgical Notes 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Surgical Notes 401(k) Plan, Total assets ($B): 0.004748664 · Participants: 234Surgical Notes 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Surgical Notes 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Surgical Notes 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Knoxville Endodontics, PLLC 401(k) Profit Sharing Plan in TN ($5M); by covered participants it is Linzer Products Corp 401(k) Plan in NY (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Surgical Notes 401(k) Plan assets move in 2024? ▼
Surgical Notes 401(k) Plan grew sharply - up 19.6% during 2024, from $4M to $5M. Reported net income was $779K.
How have Surgical Notes Mdp LP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Surgical Notes Mdp LP's sponsor-wide assets grew 19.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Surgical Notes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knoxville Endodontics, PLLC 401(k) Profit Sharing Plan in TN ($5M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Surgical Notes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Linzer Products Corp 401(k) Plan in NY (234 participants, N/A 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 810560289.

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.