401(k) · DOL Form 5500 · 2024

Max Surgical Specialty Managem 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
259
Participants Below avg headcount
68th
Percentile by assets National rank
$68,470
Avg per participant Below avg balance/head
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Official DOL plan name: Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust · Sponsored by Max Surgical Specialty Managem · New Jersey · Healthcare & Social Assistance

$18M in assets, 259 participants

Max Surgical Specialty Managem's Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust reported $18M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,297 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust covers 259 participants in New Jersey, about 31% of the average New Jersey filer (state average ~844 per filing). Assets: $18M.

#12,297
in Healthcare & Social Assistance (16,916 peers)
+146.6%
assets growth YoY

Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$17,733,724 Top 32% higher than 68% 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

Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust 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. Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (259 participants).

Plan-year Form 5500 strip

Filing strip 812077531 · Max Surgical Specialty Managem PY 2024 · 401(k)

Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust · $18M · 259 · 68th

  • PART $18M
  • TYPE 259
  • NET 68th
  • BOOK 401(k)
  • VS-ST near Gore Nitrogen Pumping Service, LLC 401(k)
  • BOY ind #12297

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 New Jersey →

Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Gore Nitrogen Pumping Service, LLC 401(k)Gore Nitrogen Pumping Servic…$18MTowne Park 401(k) Plan$18MMax Surgical Specialty Managem 401(k) Profit Sharing Plan & TrustMax Surgical Specialty Manag…$18MTechtrans International 401(k) PlanTechtrans International 401(…$18MKulzer, LLC 401(k) Savings and Profit Sharing PlanKulzer, LLC 401(k) Savings a…$18M
End-of-year total assets ($M) among Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN812077531
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.017733724 · Participants: 259Max Surgical Specialty Managem 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Gore Nitrogen Pumping Service, LLC 401(k) in OK ($18M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust surged - up 146.6% during 2024, from $7M to $18M. Reported net income was $3M.
Which 401(k) plans are similar in size to Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gore Nitrogen Pumping Service, LLC 401(k) in OK ($18M, 618 participants).
Which 401(k) plans cover a similar participant headcount to Max Surgical Specialty Managem 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Tustin Group 401(k) Retirement in PA (259 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 812077531.

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.