Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SURGICAL ASSOCIATES OF WESTERN NEW YORK, PC
EIN 16-1146637Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
25
550 ORCHARD PARK RD - WEST SENECA, NY 14224716-677-5500surgicalassociateswny.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SURGICAL ASSOCIATES OF WNY PC 401(K) PROFIT SHARING PLAN
401k
Assets$5.4M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
SURGICAL ASSOCIATES OF WESTERN NEW YORK, PC CASH BALANCE PLAN
CashBalance
Assets$99K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SURGICAL ASSOCIATES OF WNY PC 401(K) PROFIT SHARING PLAN | 401k | $5.4M | 25 | 2024 | |
| 005 | SURGICAL ASSOCIATES OF WESTERN NEW YORK, PC CASH BALANCE PLAN | CashBalance | $99K | 0 | 2025 |
Retirement plans