SP Management Services 401(k) plan

SP Management Services, Inc., Brentwood, TN. EIN 62-1736048. Annual reports 2009–2024. Also filed as Surgery Center Holdings, Inc.; Surgery Partners, Inc.

SP Management Services, Inc. has one active retirement plan on file, the Surgery Partners 401(k) Plan, with 13,249 participants and $414 million in assets in 2024. Fidelity has been its recordkeeper since 2016. No traditional pension plan appears in SP Management Services's filings since 2009.

Active plans: 1
Participants: 13,249
Plan assets: $414 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Holding companies

The plan

Surgery Partners 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 62-1736048
Participants (2024): 13,249
Net assets (2024): $414 million
Recordkeeper: FidelityEarlier: Principal (2012–2015), John Hancock (2011)
Plan administrator: SP Management Services, Inc.
310 Seven Springs Way, Suite 500
Brentwood, TN 37027
(615) 234-5900As filed for 2024
In effect since: March 1, 2006

Plans merged into this one: National Surgical Hospitals 401(k) Plan (2023).

Earlier sponsors: Surgery Center Holdings, Inc. (2009–2015); Surgery Partners, Inc. (2016–2023).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,249	$414 million	Fidelity
2023	6,878	$315 million	Fidelity
2022	5,824	$151 million	Fidelity
2021	4,524	$155 million	Fidelity
2020	4,294	$137 million	Fidelity
2019	5,205	$122 million	Fidelity
2018	4,142	$102 million	Fidelity
2017	4,180	$108 million	Fidelity
2016	4,411	$93.3 million	Fidelity
2015	1,671	$28.9 million	Principal
2014	1,519	$29.1 million	Principal
2013	1,457	$26.6 million	Principal
2012	1,334	$21.4 million	Principal
2011	489	$3.6 million	John Hancock
2010	451	$2.9 million	not listed
2009	411	$1.9 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Surgery Partners 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((615) 234-5900). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Surgery Partners 401(k) Plan

If you had money in one of these plans

What these numbers are

Other employers in TN