Employers › Surgery Partners
Recordkeeping fees per participant · largest plan, Surgery Partners 401(k) Plan · plan year 2023
$58.63
Higher than 68% of the 1,454 plans $250M to 1B that report it.
= $269,744 / 4,601
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241009150009NAL0010752131001, received 2024-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241009150009NAL0010752131001, received 2024-10-09
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-10-09.
Recordkeeping fees per participantheadline
$58.63
Higher than 68% of the 1,454 plans $250M to 1B that report it.
= $269,744 / 4,601
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241009150009NAL0010752131001, received 2024-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241009150009NAL0010752131001, received 2024-10-09
Administrative expenses excluding investment management, per participant
$66.78
Higher than 55% of the 2,115 plans $250M to 1B that report it.
= $307,244 / 4,601
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241009150009NAL0010752131001, received 2024-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241009150009NAL0010752131001, received 2024-10-09
Administrative expenses per participant
$101.17
Higher than 64% of the 2,177 plans $250M to 1B that report it.
= $465,499 / 4,601
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241009150009NAL0010752131001, received 2024-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241009150009NAL0010752131001, received 2024-10-09
Administrative expenses as a share of assets
0.148%
Higher than 84% of the 2,180 plans $250M to 1B that report it.
= $465,499 / $314,879,973
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241009150009NAL0010752131001, received 2024-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241009150009NAL0010752131001, received 2024-10-09
Employer contributions per participant
$655
Higher than 5% of the 2,253 plans $250M to 1B that report it.
= $3,012,435 / 4,601
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241009150009NAL0010752131001, received 2024-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241009150009NAL0010752131001, received 2024-10-09
Employer share of total contributions
13.2%
Higher than 5% of the 2,256 plans $250M to 1B that report it.
= $3,012,435 / $22,758,525
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241009150009NAL0010752131001, received 2024-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241009150009NAL0010752131001, received 2024-10-09
Vesting
“Employer contributions vest incrementally over a period of five years.”
Form 10-K filed 2026-03-02, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2023. The plan document governs.
| Plan | Assets | Participants with a balance | Headline | Year |
|---|---|---|---|---|
| Surgery Partners 401(k) Plan | $314,879,973 | 4,601 | $58.63 recordkeeping fees per participant | 2023 |
| National Surgical Hospitals 401(k) Planfinal filing | $0 | 0 | 2023 |
Sponsor name as filed: SURGERY PARTNERS, INC.; SEC registrant: Surgery Partners, Inc. (CIK 1638833, matched by EIN; display name from the Form 10-K cover).