Defined Benefit (Pension) · DOL Form 5500 · 2024
Bay Area Surgical Specialists Medical Corporation Pension Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 431
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $40,179
- Avg per participant Low balance/head
Official DOL plan name: Bay Area Surgical Specialists Defined Benefit Pp&t · Sponsored by Bay Area Surgical Specialists Medical Corporation · California · Healthcare & Social Assistance
$17M in assets, 431 participants
Bay Area Surgical Specialists Medical Corporation's Bay Area Surgical Specialists Defined Benefit Pp&t reported $17M in total assets and 431 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #12,214 in Healthcare & Social Assistance (16,916 peers)
Bay Area Surgical Specialists Medical Corporation multi-year trail
Bay Area Surgical Specialists Medical Corporation's plans moved +56.5% in assets from 2022 to 2024; this filing shows Bay Area Surgical Specialists Defined Benefit Pp&t at $17M / 431 participants.
- #12,214
- in Healthcare & Social Assistance (16,916 peers)
- -15.6%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bay Area Surgical Specialists Defined Benefit Pp&t's outsized position by total assets
Bay Area Surgical Specialists Defined Benefit Pp&t vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,317,270 Top 33% higher than 67% 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
Bay Area Surgical Specialists Defined Benefit Pp&t 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. Bay Area Surgical Specialists Defined Benefit Pp&t sits mid-pack in the medium band (431 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bay Area Surgical Specialists Defined Benefit Pp&t reported net income fell from $1M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Bay Area Surgical Specialists Defined Benefit Pp&t end-of-year assets fell from $21M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Bay Area Surgical Specialists Defined Benefit Pp&t reported participants rose from 421 in the plan year 2023 filing to 431 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 562605608 · Bay Area Surgical Specialists Medical Corporation PY 2024 · Defined Benefit (Pension)
Bay Area Surgical Specialists Defined Benefit Pp&t · $17M · 431 · 67th
- PHOTO $17M
- PHOTO 431
- PHOTO 67th
- PHOTO Defined Benefit (Pension)
- PHOTO near Teg Federal Credit Union Retirement Pension Plan
- PHOTO ind #12214
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 California →
Bay Area Surgical Specialists Defined Benefit Pp&t in the asset neighbourhood
Bay Area Surgical Specialists Medical Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Bay Area Surgical Specialists Medical Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $233M 56.518750457977674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,410 | $149M |
| 2023 | 3 | 1,467 | $198M |
| 2024 | 3 | 1,569 | $233M |
Bay Area Surgical Specialists Medical Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 562605608 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Bay Area Surgical Specialists Defined Benefit Pp&t's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Teg Federal Credit Union Retirement Pension Plan in NY ($17M); by covered participants it is Detroit Diesel Corporation Hourly-Rate Employees Pension Plan in OR (431 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Teg Federal Credit Union Retirement Pension Plan (NY) $17M · 108
- The Pension Plan of United Way of Greater Atlanta, Inc. (GA) $17M · 57
- Destileria Serralles, Inc. Puerto Rico Pension Plan (PR) $17M · 74
- Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant (TN) $17M · 50
Similar participant headcount
Nearest other-state filings by covered participants (431 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.