Money Purchase · DOL Form 5500 · 2024

University of Maryland Surgical Associates, P.a. Money Purchase Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
63
Participants Small participant base
75th
Percentile by assets National rank
$424,450
Avg per participant High balance/head
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Official DOL plan name: University of Maryland Surgical Associates, P.a. Pension Plan · Sponsored by University of Maryland Surgical Associates, P.a. · Maryland · Healthcare & Social Assistance

$27M in assets, 63 participants

University of Maryland Surgical Associates, P.a.'s University of Maryland Surgical Associates, P.a. Pension Plan reported $27M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,393 in Healthcare & Social Assistance (16,916 peers)

Where University of Maryland Surgical Associates, P.a. Pension Plan sits by assets

University of Maryland Surgical Associates, P.a. Pension Plan sits in the top quartile of all filed plans by assets, $27M for 63 participants (~$424,450/participant), up 7.3% in 2024.

#13,393
in Healthcare & Social Assistance (16,916 peers)
+7.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

University of Maryland Surgical Associates, P.a. Pension Plan's outsized position by total assets

University of Maryland Surgical Associates, P.a. Pension Plan vs every filed plan by assets

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

$26,740,359 Top 25% higher than 75% 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

University of Maryland Surgical Associates, P.a. Pension 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. University of Maryland Surgical Associates, P.a. Pension Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Maryland Surgical Associates, P.a. Pension Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • University of Maryland Surgical Associates, P.a. Pension Plan reported participants fell from 75 in the plan year 2023 filing to 63 in the plan year 2024 filing.
  • University of Maryland Surgical Associates, P.a. Pension Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521557551 · University of Maryland Surgical Associates, P.a. PY 2024 · Money Purchase

University of Maryland Surgical Associates, P.a. Pension Plan · $27M · 63 · 75th

  • EIN $27M
  • EIN 63
  • EIN 75th
  • EIN Money Purchase
  • EIN near Plumbers and Steamfitters Local No 42 Retirement Plan
  • EIN ind #13393

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 Maryland →

University of Maryland Surgical Associates, P.a. Pension Plan in the asset neighbourhood

Blitman & King, LLP Retirement PlanBlitman & King, LLP Retireme…$27MAmikids, Inc. Money Purchase Pension PlanAmikids, Inc. Money Purchase…$27MUniversity of Maryland Surgical Associates, P.a. Pension PlanUniversity of Maryland Surgi…$27MPlumbers and Steamfitters Local No 42 Retirement PlanPlumbers and Steamfitters Lo…$27MInternational Association of Heat and Frost Insulators & Allied Workers Local 3 Pension PlanInternational Association of…$26M
End-of-year total assets ($M) among University of Maryland Surgical Associates, P.a. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN521557551
Plan Effective Date1971-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Maryland Surgical Associates, P.a.)

Sponsor-wide plan assets over time

All University of Maryland Surgical Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 24.355427595094117% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.5M $26.7M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 74 $22M
2023 1 75 $25M
2024 1 63 $27M

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

University of Maryland Surgical Associates, P.a. Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants University of Maryland Surgical Associates, P.a. Pension Plan, Total assets ($B): 0.026740359 · Participants: 63University of Maryland Surgical Associates, P.a. Pension PlanNational Electrical Annuity Plan, Total assets ($B): 18.070198898 · Participants: 86141National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.969690682 · Participants: 8190The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.306495183 · Participants: 2964Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.167697238 · Participants: 8583Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.141061279 · Participants: 222Defined Contribution Plan for the Employees of the American Institute of Physics
University of Maryland Surgical Associates, P.a. Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare University of Maryland Surgical Associates, P.a. Pension Plan side-by-side with 3 peers →

University of Maryland Surgical Associates, P.a. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Plumbers and Steamfitters Local No 42 Retirement Plan in OH ($27M); by covered participants it is Carl Rose & Sons, Inc. Money Purchase Pension Plan in NC (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 University of Maryland Surgical Associates, P.a. Pension Plan assets move in 2024? ▼
University of Maryland Surgical Associates, P.a. Pension Plan grew at a solid clip - up 7.3% during 2024, from $25M to $27M. Reported net income was $2M.
How have University of Maryland Surgical Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Maryland Surgical Associates, P.a.'s sponsor-wide assets grew 24.4%, from $22M to $27M.
Where does University of Maryland Surgical Associates, P.a. Pension Plan rank by assets among Form 5500 filers? ▼
University of Maryland Surgical Associates, P.a. Pension Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to University of Maryland Surgical Associates, P.a. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers and Steamfitters Local No 42 Retirement Plan in OH ($27M, 422 participants).
Which Money Purchase plans cover a similar participant headcount to University of Maryland Surgical Associates, P.a. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Carl Rose & Sons, Inc. Money Purchase Pension Plan in NC (62 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 521557551.

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.