Westerville Surgical Specs
Plan context: Westerville Surgical Specialists LLC Retirement Plan
EIN 31-1715401 • Westerville, OH • 30 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$4,311,446
2025 Contributions
$334,238
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $4,311,446 | $334,238 | $30,385iApproximate average salary by contribution assumption: employee only about $759,632 at 4% or $506,421 at 6%; with 50% employer match about $506,421 at 4% or $337,614 at 6%; with 100% employer match about $379,816 at 4% or $253,211 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 11 | $4,311,446 | $334,238 | $30,385iApproximate average salary by contribution assumption: employee only about $759,632 at 4% or $506,421 at 6%; with 50% employer match about $506,421 at 4% or $337,614 at 6%; with 100% employer match about $379,816 at 4% or $253,211 at 6%. |
| 2024 | 2 | 11 | $3,441,033 | $355,064 | $32,279iApproximate average salary by contribution assumption: employee only about $806,964 at 4% or $537,976 at 6%; with 50% employer match about $537,976 at 4% or $358,651 at 6%; with 100% employer match about $403,482 at 4% or $268,988 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 11 | $3,436,860 | $284,846 | $25,895iApproximate average salary by contribution assumption: employee only about $647,377 at 4% or $431,585 at 6%; with 50% employer match about $431,585 at 4% or $287,723 at 6%; with 100% employer match about $323,689 at 4% or $215,792 at 6%. |
| Westerville Surgical Specs Soca Benefit Plan | - | 5 | $4,173 | $70,218 | $14,044iApproximate average salary by contribution assumption: employee only about $351,090 at 4% or $234,060 at 6%; with 50% employer match about $234,060 at 4% or $156,040 at 6%; with 100% employer match about $175,545 at 4% or $117,030 at 6%. |
| 2023 | 2 | 10 | $2,711,395 | $244,402 | $24,440iApproximate average salary by contribution assumption: employee only about $611,005 at 4% or $407,337 at 6%; with 50% employer match about $407,337 at 4% or $271,558 at 6%; with 100% employer match about $305,503 at 4% or $203,668 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 10 | $2,707,350 | $181,711 | $18,171iApproximate average salary by contribution assumption: employee only about $454,277 at 4% or $302,852 at 6%; with 50% employer match about $302,852 at 4% or $201,901 at 6%; with 100% employer match about $227,139 at 4% or $151,426 at 6%. |
| Westerville Surgical Specs Soca Benefit Plan | - | 6 | $4,045 | $62,691 | $10,449iApproximate average salary by contribution assumption: employee only about $261,213 at 4% or $174,142 at 6%; with 50% employer match about $174,142 at 4% or $116,094 at 6%; with 100% employer match about $130,606 at 4% or $87,071 at 6%. |
| 2022 | 2 | 9 | $2,155,580 | $248,002 | $27,556iApproximate average salary by contribution assumption: employee only about $688,894 at 4% or $459,263 at 6%; with 50% employer match about $459,263 at 4% or $306,175 at 6%; with 100% employer match about $344,447 at 4% or $229,631 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 9 | $2,152,276 | $180,484 | $20,054iApproximate average salary by contribution assumption: employee only about $501,344 at 4% or $334,230 at 6%; with 50% employer match about $334,230 at 4% or $222,820 at 6%; with 100% employer match about $250,672 at 4% or $167,115 at 6%. |
| Westerville Surgical Specs Soca Benefit Plan | - | 6 | $3,304 | $67,518 | $11,253iApproximate average salary by contribution assumption: employee only about $281,325 at 4% or $187,550 at 6%; with 50% employer match about $187,550 at 4% or $125,033 at 6%; with 100% employer match about $140,663 at 4% or $93,775 at 6%. |
| 2021 | 2 | 9 | $2,398,148 | $171,806 | $19,090iApproximate average salary by contribution assumption: employee only about $477,239 at 4% or $318,159 at 6%; with 50% employer match about $318,159 at 4% or $212,106 at 6%; with 100% employer match about $238,619 at 4% or $159,080 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 9 | $2,397,135 | $128,139 | $14,238iApproximate average salary by contribution assumption: employee only about $355,942 at 4% or $237,294 at 6%; with 50% employer match about $237,294 at 4% or $158,196 at 6%; with 100% employer match about $177,971 at 4% or $118,647 at 6%. |
| Westerville Surgical Specs Soca Benefit Plan | - | 5 | $1,013 | $43,667 | $8,733iApproximate average salary by contribution assumption: employee only about $218,335 at 4% or $145,557 at 6%; with 50% employer match about $145,557 at 4% or $97,038 at 6%; with 100% employer match about $109,168 at 4% or $72,778 at 6%. |
| 2020 | 1 | 8 | $2,062,796 | $115,108 | $14,389iApproximate average salary by contribution assumption: employee only about $359,713 at 4% or $239,808 at 6%; with 50% employer match about $239,808 at 4% or $159,872 at 6%; with 100% employer match about $179,856 at 4% or $119,904 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 8 | $2,062,796 | $115,108 | $14,389iApproximate average salary by contribution assumption: employee only about $359,713 at 4% or $239,808 at 6%; with 50% employer match about $239,808 at 4% or $159,872 at 6%; with 100% employer match about $179,856 at 4% or $119,904 at 6%. |
| 2019 | 1 | 8 | $1,729,453 | $148,137 | $18,517iApproximate average salary by contribution assumption: employee only about $462,928 at 4% or $308,619 at 6%; with 50% employer match about $308,619 at 4% or $205,746 at 6%; with 100% employer match about $231,464 at 4% or $154,309 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 8 | $1,729,453 | $148,137 | $18,517iApproximate average salary by contribution assumption: employee only about $462,928 at 4% or $308,619 at 6%; with 50% employer match about $308,619 at 4% or $205,746 at 6%; with 100% employer match about $231,464 at 4% or $154,309 at 6%. |
| 2018 | 1 | 8 | $1,353,263 | $96,403 | $12,050iApproximate average salary by contribution assumption: employee only about $301,259 at 4% or $200,840 at 6%; with 50% employer match about $200,840 at 4% or $133,893 at 6%; with 100% employer match about $150,630 at 4% or $100,420 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 8 | $1,353,263 | $96,403 | $12,050iApproximate average salary by contribution assumption: employee only about $301,259 at 4% or $200,840 at 6%; with 50% employer match about $200,840 at 4% or $133,893 at 6%; with 100% employer match about $150,630 at 4% or $100,420 at 6%. |
| 2017 | 1 | 9 | $1,412,916 | $96,359 | $10,707iApproximate average salary by contribution assumption: employee only about $267,664 at 4% or $178,443 at 6%; with 50% employer match about $178,443 at 4% or $118,962 at 6%; with 100% employer match about $133,832 at 4% or $89,221 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 9 | $1,412,916 | $96,359 | $10,707iApproximate average salary by contribution assumption: employee only about $267,664 at 4% or $178,443 at 6%; with 50% employer match about $178,443 at 4% or $118,962 at 6%; with 100% employer match about $133,832 at 4% or $89,221 at 6%. |
| 2016 | 1 | 7 | $1,184,707 | $151,941 | $21,706iApproximate average salary by contribution assumption: employee only about $542,646 at 4% or $361,764 at 6%; with 50% employer match about $361,764 at 4% or $241,176 at 6%; with 100% employer match about $271,323 at 4% or $180,882 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 7 | $1,184,707 | $151,941 | $21,706iApproximate average salary by contribution assumption: employee only about $542,646 at 4% or $361,764 at 6%; with 50% employer match about $361,764 at 4% or $241,176 at 6%; with 100% employer match about $271,323 at 4% or $180,882 at 6%. |
| 2015 | 1 | 6 | $1,017,152 | $59,767 | $9,961iApproximate average salary by contribution assumption: employee only about $249,029 at 4% or $166,019 at 6%; with 50% employer match about $166,019 at 4% or $110,680 at 6%; with 100% employer match about $124,515 at 4% or $83,010 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 6 | $1,017,152 | $59,767 | $9,961iApproximate average salary by contribution assumption: employee only about $249,029 at 4% or $166,019 at 6%; with 50% employer match about $166,019 at 4% or $110,680 at 6%; with 100% employer match about $124,515 at 4% or $83,010 at 6%. |
| 2014 | 1 | 6 | $988,337 | $115,588 | $19,265iApproximate average salary by contribution assumption: employee only about $481,617 at 4% or $321,078 at 6%; with 50% employer match about $321,078 at 4% or $214,052 at 6%; with 100% employer match about $240,808 at 4% or $160,539 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 6 | $988,337 | $115,588 | $19,265iApproximate average salary by contribution assumption: employee only about $481,617 at 4% or $321,078 at 6%; with 50% employer match about $321,078 at 4% or $214,052 at 6%; with 100% employer match about $240,808 at 4% or $160,539 at 6%. |
| 2013 | 1 | 6 | $833,947 | $72,650 | $12,108iApproximate average salary by contribution assumption: employee only about $302,708 at 4% or $201,806 at 6%; with 50% employer match about $201,806 at 4% or $134,537 at 6%; with 100% employer match about $151,354 at 4% or $100,903 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 6 | $833,947 | $72,650 | $12,108iApproximate average salary by contribution assumption: employee only about $302,708 at 4% or $201,806 at 6%; with 50% employer match about $201,806 at 4% or $134,537 at 6%; with 100% employer match about $151,354 at 4% or $100,903 at 6%. |
| 2012 | 1 | 8 | $872,056 | $33,731 | $4,216iApproximate average salary by contribution assumption: employee only about $105,409 at 4% or $70,273 at 6%; with 50% employer match about $70,273 at 4% or $46,849 at 6%; with 100% employer match about $52,705 at 4% or $35,136 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 8 | $872,056 | $33,731 | $4,216iApproximate average salary by contribution assumption: employee only about $105,409 at 4% or $70,273 at 6%; with 50% employer match about $70,273 at 4% or $46,849 at 6%; with 100% employer match about $52,705 at 4% or $35,136 at 6%. |
| 2011 | 1 | 7 | $784,782 | $41,399 | $5,914iApproximate average salary by contribution assumption: employee only about $147,854 at 4% or $98,569 at 6%; with 50% employer match about $98,569 at 4% or $65,713 at 6%; with 100% employer match about $73,927 at 4% or $49,285 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 7 | $784,782 | $41,399 | $5,914iApproximate average salary by contribution assumption: employee only about $147,854 at 4% or $98,569 at 6%; with 50% employer match about $98,569 at 4% or $65,713 at 6%; with 100% employer match about $73,927 at 4% or $49,285 at 6%. |
| 2010 | 1 | 7 | $755,726 | $59,029 | $8,433iApproximate average salary by contribution assumption: employee only about $210,818 at 4% or $140,545 at 6%; with 50% employer match about $140,545 at 4% or $93,697 at 6%; with 100% employer match about $105,409 at 4% or $70,273 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 7 | $755,726 | $59,029 | $8,433iApproximate average salary by contribution assumption: employee only about $210,818 at 4% or $140,545 at 6%; with 50% employer match about $140,545 at 4% or $93,697 at 6%; with 100% employer match about $105,409 at 4% or $70,273 at 6%. |
| 2009 | 1 | 8 | $739,079 | $116,419 | $14,552iApproximate average salary by contribution assumption: employee only about $363,809 at 4% or $242,540 at 6%; with 50% employer match about $242,540 at 4% or $161,693 at 6%; with 100% employer match about $181,905 at 4% or $121,270 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 8 | $739,079 | $116,419 | $14,552iApproximate average salary by contribution assumption: employee only about $363,809 at 4% or $242,540 at 6%; with 50% employer match about $242,540 at 4% or $161,693 at 6%; with 100% employer match about $181,905 at 4% or $121,270 at 6%. |
| 2007 | 1 | 6 | $588,617 | $66,780 | $11,130iApproximate average salary by contribution assumption: employee only about $278,250 at 4% or $185,500 at 6%; with 50% employer match about $185,500 at 4% or $123,667 at 6%; with 100% employer match about $139,125 at 4% or $92,750 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 6 | $588,617 | $66,780 | $11,130iApproximate average salary by contribution assumption: employee only about $278,250 at 4% or $185,500 at 6%; with 50% employer match about $185,500 at 4% or $123,667 at 6%; with 100% employer match about $139,125 at 4% or $92,750 at 6%. |
| 2006 | 1 | 5 | $544,235 | $111,701 | $22,340iApproximate average salary by contribution assumption: employee only about $558,505 at 4% or $372,337 at 6%; with 50% employer match about $372,337 at 4% or $248,224 at 6%; with 100% employer match about $279,253 at 4% or $186,168 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 5 | $544,235 | $111,701 | $22,340iApproximate average salary by contribution assumption: employee only about $558,505 at 4% or $372,337 at 6%; with 50% employer match about $372,337 at 4% or $248,224 at 6%; with 100% employer match about $279,253 at 4% or $186,168 at 6%. |
| 2005 | 1 | 9 | $458,206 | $175,925 | $19,547iApproximate average salary by contribution assumption: employee only about $488,681 at 4% or $325,787 at 6%; with 50% employer match about $325,787 at 4% or $217,191 at 6%; with 100% employer match about $244,340 at 4% or $162,894 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 9 | $458,206 | $175,925 | $19,547iApproximate average salary by contribution assumption: employee only about $488,681 at 4% or $325,787 at 6%; with 50% employer match about $325,787 at 4% or $217,191 at 6%; with 100% employer match about $244,340 at 4% or $162,894 at 6%. |
| 2004 | 1 | 4 | $286,280 | $72,377 | $18,094iApproximate average salary by contribution assumption: employee only about $452,356 at 4% or $301,571 at 6%; with 50% employer match about $301,571 at 4% or $201,047 at 6%; with 100% employer match about $226,178 at 4% or $150,785 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 4 | $286,280 | $72,377 | $18,094iApproximate average salary by contribution assumption: employee only about $452,356 at 4% or $301,571 at 6%; with 50% employer match about $301,571 at 4% or $201,047 at 6%; with 100% employer match about $226,178 at 4% or $150,785 at 6%. |
| 2003 | 1 | 4 | $212,023 | $64,679 | $16,170iApproximate average salary by contribution assumption: employee only about $404,244 at 4% or $269,496 at 6%; with 50% employer match about $269,496 at 4% or $179,664 at 6%; with 100% employer match about $202,122 at 4% or $134,748 at 6%. |
| Westerville Surgical Specialists LLC Retirement Plan | - | 4 | $212,023 | $64,679 | $16,170iApproximate average salary by contribution assumption: employee only about $404,244 at 4% or $269,496 at 6%; with 50% employer match about $269,496 at 4% or $179,664 at 6%; with 100% employer match about $202,122 at 4% or $134,748 at 6%. |
| 2002 | 2 | 0 | $115,627 | $57,530 | - |
| Westerville Surgical Specialists LLC Retirement Plan | - | 0 | $115,627 | $57,530 | - |
| DR. BRYAN T. GRISCHOW D.O. MONEY PURCHASE PENSION | - | 0 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Westerville Surgical Specialists LLC Retirement Plan | - | 3 | - | - | - |
| DR. BRYAN T. GRISCHOW D.O. MONEY PURCHASE PENSION | - | 3 | - | - | - |