Surgery Partners, Inc. 401(k) Plan: Login, Facts & Contact Information
Surgery Partners, Inc. 401(k) Login
2,270 former Surgery Partners, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2023 filing.
Surgery Partners, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 9, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $22.8 million went into the plan in contributions, $3.01 million of it from the employer (13%).
- $25.0 million was paid out to participants.
- Investment and other income added $26.0 million.
- Administrative expenses were $465,499, about $101 per account.
How the Surgery Partners, Inc. 401(k) changed, 2018–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 4,180 | $101.8 million | $1.76 million | $12.1 million |
| 2019 | 4,142 | $122.2 million | $1.57 million | $15.2 million |
| 2020 | 5,205 | $137.2 million | $1.26 million | $13.0 million |
| 2021 | 4,294 | $154.8 million | $1.93 million | $18.5 million |
| 2022 | 4,524 | $150.8 million | $2.63 million | $21.5 million |
| 2023 | 5,824 | $314.9 million | $3.01 million | $25.0 million |
Surgery Partners, Inc. 401(k) Contact Information
Questions about the Surgery Partners, Inc. 401(k)
Does Surgery Partners, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $3.01 million, 13% of all contributions.
Does the Surgery Partners, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Surgery Partners, Inc 401(k) plan?
5,824 participants at the start of plan year 2023, 4,583 of them active employees, and 2,270 former employees who still had money in the plan.
What is the average 401(k) balance at Surgery Partners, Inc?
About $68,437 per account: $314.9 million in plan assets across 4,601 accounts with a balance at the end of plan year 2023.
Who manages the Surgery Partners, Inc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Surgery Partners, Inc. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.