401(k) · DOL Form 5500 · 2024
Michigan Surgery Specialists, P.C. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $76,487
- Avg per participant Below avg balance/head
Official DOL plan name: Michigan Surgery Specialists, P.C. 401(k) Plan and Trust · Sponsored by Michigan Surgery Specialists, P.C. · Michigan · Healthcare & Social Assistance
$12M in assets, 163 participants
Michigan Surgery Specialists, P.C.'s Michigan Surgery Specialists, P.C. 401(k) Plan and Trust reported $12M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,128 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
Michigan Surgery Specialists, P.C. 401(k) Plan and Trust covers 163 participants in Michigan, about 26% of the average Michigan filer (state average ~638 per filing). Assets: $12M.
- #11,128
- in Healthcare & Social Assistance (16,916 peers)
- +21.8%
- assets growth YoY
Michigan Surgery Specialists, P.C. 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Michigan Surgery Specialists, P.C. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,467,306 Top 39% higher than 61% 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
Michigan Surgery Specialists, P.C. 401(k) Plan and 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. Michigan Surgery Specialists, P.C. 401(k) Plan and Trust sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michigan Surgery Specialists, P.C. 401(k) Plan and Trust reported net income rose from $138K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Michigan Surgery Specialists, P.C. 401(k) Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Michigan Surgery Specialists, P.C. 401(k) Plan and Trust reported participants rose from 146 in the plan year 2023 filing to 163 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 381958736 · Michigan Surgery Specialists, P.C. PY 2024 · 401(k)
Michigan Surgery Specialists, P.C. 401(k) Plan and Trust · $12M · 163 · 61st
- PCT $12M
- EIN 163
- RANK 61st
- PHOTO 401(k)
- IND near Titmouse Inc. 401(k) Profit Sharing Plan & Trust
- EOY ind #11128
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 Michigan →
Michigan Surgery Specialists, P.C. 401(k) Plan and Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 381958736 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michigan Surgery Specialists, P.C.)
Sponsor-wide plan assets over time
All Michigan Surgery Specialists, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 23.45181294048624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $10M |
| 2023 | 1 | 146 | $10M |
| 2024 | 1 | 163 | $12M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Michigan Surgery Specialists, P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Titmouse Inc. 401(k) Profit Sharing Plan & Trust in CA ($12M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Kessler's, Inc. 401(k) Retirement Plan (SD) 163 · 0 off
- Rfi Enterprises Savings and Retirement Plan (CA) 163 · 0 off
- The Arthur Companies, Inc. 401(k) Profit Sharing Plan (ND) 163 · 0 off
- Insite Capital LLC 401(k) Profit Sharing Plan (FL) 163 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.