Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SURGERY GROUP, S.C.
EIN 36-2664331hospital & health careLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
17
1665 SOUTH STREET - GENEVA, IL 60134630-208-7874surgerygroup.netLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 17 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#004
SURGERY GROUP, S.C. EMPLOYEES' RETIREMENT PLAN
401k
Assets$3.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
SURGERY GROUP, S.C. CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SURGERY GROUP, S.C. EMPLOYEES' RETIREMENT PLAN | 401k | $3.4M | 9 | 2025 | |
| 005 | SURGERY GROUP, S.C. CASH BALANCE PLAN & TRUST | CashBalance | $1.8M | 8 | 2025 |
Retirement plans