401(k) · DOL Form 5500 · 2024

Texas Center for Medical & Surgical Weight Loss, P.a. Dba Sage Bariatr 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 30
Participants Small participant base: 47th
Percentile by assets National rank: $218,117
Avg per participant Above avg balance/head

Official DOL plan name: Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan · Sponsored by Texas Center for Medical & Surgical Weight Loss, P.a. Dba Sage Bariatr · Texas · Healthcare & Social Assistance

$7M in assets, 30 participants

Texas Center for Medical & Surgical Weight Loss, P.a. Dba Sage Bariatr's Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan reported $7M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

#8,677 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan holds $7M for 30 participants - about $218,117 per participant, in the lower half of filed plans by assets.

#8,677
in Healthcare & Social Assistance (16,916 peers): $333K
reported net income

Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan vs every filed plan by assets

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

$6,543,506 47th percentile higher than 47% 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

Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan is a small filing (30 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 010839544 · Texas Center for Medical & Surgical Weight Loss, P.a. Dba Sage Bariatr PY 2024 · 401(k)

Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan · $7M · 30 · 47th

EBSA $7M
PART 30
TYPE 47th
NET 401(k)
BOOK near H & M Metal Processing 401(k) Retirement Plan
VS-ST ind #8677

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 Texas →

End-of-year total assets ($M) among Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$7M
Net Income	$333K
Employer EIN	010839544
Plan Effective Date	2024-05-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan side-by-side with 3 peers →

Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is H & M Metal Processing 401(k) Retirement Plan in OH ($7M); by covered participants it is Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

H & M Metal Processing 401(k) Retirement Plan (OH) $7M · 82
Patient Access Network Foundation Retirement Savings Plan (DC) $7M · 149
The Roberts Group, Psc Profit Sharing Plan (KY) $7M · 13
Pennsylvania Bankers Association Employees' Thrift Plan (PA) $7M · 15

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership (CA) 30 · 0 off
Optimum Information Services I 401(k) Profit Sharing Plan & Trust (VA) 30 · 0 off
Jessup & Associates, Inc. Safe Harbor 401(k) Plan (TN) 30 · 0 off
Doty Pruett Wilson, PC 401(k) Profit Sharing Plan (OR) 30 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which 401(k) plans are similar in size to Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is H & M Metal Processing 401(k) Retirement Plan in OH ($7M, 82 participants).

Which 401(k) plans cover a similar participant headcount to Texas Center for Medical & Surgical Weight Loss, P.a. 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership in CA (30 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 010839544.