SURMODICS, INC. 401(K) PLAN AND TRUST

Plan Contact

  • Address: 9924 WEST 74TH STREET,EDEN PRAIRIE,MN
  • Contact person: JOHN MANDERS
  • Phone: (952) 500-7000

Plan General Information

SURMODICS, INC. 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SURMODICS, INC. 401(K) PLAN AND TRUST is $52,027,087.00.This plan was established in 1987.

SURMODICS, INC. 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SURMODICS, INC. 401(K) PLAN AND TRUST is 415

SURMODICS, INC. 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SURMODICS, INC. 401(K) PLAN AND TRUST is $125,366.00

SURMODICS, INC. 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SURMODICS, INC. 401(K) PLAN AND TRUST is $9,534.00.

SURMODICS, INC. 401(K) PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SURMODICS, INC. 401(K) PLAN AND TRUST is approximately $3,587.00
Investing in this additonal $3,587.00 for 20 years would give you extra $229,592.00, assuming a 10% annual return.

SURMODICS, INC. 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, SURMODICS, INC. 401(K) PLAN AND TRUST allocates $1,488,764.00 to match its employees' contributions, providing an employer match rate of 42.43% of their contributions

SURMODICS, INC. 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SURMODICS, INC. 401(K) PLAN AND TRUST is 32.16%.

SURMODICS, INC. 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SURMODICS, INC. 401(K) PLAN AND TRUST is 22.16%. This measures the effectiveness of the plan participants' investments in the year.

SURMODICS, INC. 401(K) PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of SURMODICS, INC. 401(K) PLAN AND TRUST is 0.15%.

Enrollment Features

SURMODICS, INC. 401(K) PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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