Surgery Partners 401(k) match, vesting and fees
What Surgery Partners' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lbmc, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 155 defined-contribution plans in management of companies and enterprises with 1,000 to 4,999 participants.
| Surgery Partners: employer contribution per participant | $655 | |
| Peer median | $2,160 |
| Surgery Partners: average balance | $68,437 | |
| Peer median | $85,623 |
| Surgery Partners: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $315M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 6,878 | $315M | $3M | $655 | 0.20% | Not published | Form 5500 ↗ |
Other Surgery Partners plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
National Surgical Hospitals 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP LLC | Schedule C ↗ |
| Independent auditor | Lbmc, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Surgery Partners match 401(k) contributions?
The match terms for the Surgery Partners 401(k) Plan have not been published from its filing yet. The plan year 2023 filing reports $3M in employer contributions, about $655 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Surgery Partners 401(k) match vested?
The vesting schedule for the Surgery Partners 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Surgery Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Fidelity Investments Institutional. The plan administrator is Surgery Partners, Inc..
I left Surgery Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Surgery Partners, Inc., (615) 234-5900) or the recordkeeper, Fidelity Investments Institutional. The Surgery Partners old 401(k) page lists the contacts from every plan filing. Find an old Surgery Partners 401(k)
Data from the public Form 5500 annual reports Surgery Partners filed with the U.S. Department of Labor (plan years 2023) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Surgery Partners. Not financial advice. Report a correction · Methodology