Plan5500

Surmodics, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Surmodics, Inc. (EIN 41-1356149) is a plan sponsor located in Eden Prairie, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-1356149
Location
Eden Prairie, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Surmodics, Inc.

  • 2 loaded plans hold $52M in reported assets.
  • The largest, Surmodics, Inc. 401(K) Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 727 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$52MSummed across loaded plans$52,027,087
Total reported assets$52M$52,027,087
Total reported participants727
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$52M total assets
Net assets$52MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$3.5M
Total income / additions$14.9M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$12.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Surmodics, Inc. 401(K) Plan And Trust
Participants per plan364Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Surmodics, Inc. 401(K) Plan And Trust$52M
    Plan #001 · 415 participants · 2023
  2. 2
    Surmodics, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 312 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Surmodics, Inc.. Open one for its full reported snapshot.

  1. 2023
    Surmodics, Inc. Health And Welfare Benefit Plan312 participants · 2No schedules
    View filing →
  2. 2023
    Surmodics, Inc. 401(K) Plan And Trust415 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Surmodics, Inc. report on Form 5500?
Surmodics, Inc. (EIN 41-1356149) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Surmodics, Inc.?
The Employer Identification Number (EIN) reported for Surmodics, Inc. is 41-1356149.
What is the latest Form 5500 filing year for Surmodics, Inc.?
The latest loaded Form 5500 filing year for Surmodics, Inc. is 2023.

Related Form 5500 pages