Surgical Care Affiliates 401(k) plan

Surgical Care Affiliates, LLC, Minnetonka, MN. EIN 20-8922307. Annual reports 2009–2024.

Surgical Care Affiliates, LLC has one active retirement plan on file, the Surgical Care Affiliates, LLC Retirement Investment Plan, with 19,109 participants and $713 million in assets in 2024. Fidelity has been its recordkeeper since 2020. No traditional pension plan appears in Surgical Care Affiliates's filings since 2009.

Active plans: 1
Participants: 19,109
Plan assets: $713 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Health care

The plan

Surgical Care Affiliates, LLC Retirement Investment Plan

401(k)Active

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

Plan number: 001Employer EIN 20-8922307
Participants (2024): 19,109
Net assets (2024): $713 million
Recordkeeper: FidelityEarlier: Schwab (2009–2019)
Plan administrator: Unitedhealth Group Employee Benefits Plans Administrative Committee
6022 Blue Circle Drive, MN103-0300
Minnetonka, MN 55343
(952) 936-1300As filed for 2024
In effect since: July 1, 2007

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	19,109	$713 million	Fidelity
2023	17,827	$582 million	Fidelity
2022	15,889	$452 million	Fidelity
2021	14,463	$487 million	Fidelity
2020	12,389	$388 million	Fidelity
2019	11,299	$320 million	Schwab
2018	10,371	$261 million	Schwab
2017	9,534	$260 million	Schwab
2016	9,274	$212 million	Schwab
2015	8,098	$182 million	Schwab
2014	6,520	$167 million	Schwab
2013	5,562	$154 million	Schwab
2012	5,123	$122 million	Schwab
2011	4,840	$104 million	Schwab
2010	4,779	$104 million	Schwab
2009	4,949	$86.5 million	Schwab

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Surgical Care Affiliates, LLC Retirement Investment 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 ((952) 936-1300). 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

Surgical Care Affiliates, LLC Retirement Investment Plan

If you had money in one of these plans

What these numbers are

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