401(k) · DOL Form 5500 · 2022

Orthopaedic Associates of Reading, Ltd 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
71
Participants Small participant base
60th
Percentile by assets National rank
$111,350
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopaedic Associates of Reading, Ltd 401(k) Plan · Sponsored by Orthopaedic Associates of Reading, Ltd · Pennsylvania · Healthcare & Social Assistance

$8M in assets, 71 participants

Orthopaedic Associates of Reading, Ltd's Orthopaedic Associates of Reading, Ltd 401(k) Plan reported $8M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 60th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #13,222 in Healthcare & Social Assistance (20,060 peers)

Orthopaedic Associates of Reading, Ltd multi-year trail

Orthopaedic Associates of Reading, Ltd's plans moved +42.7% in assets from 2022 to 2024; this filing shows Orthopaedic Associates of Reading, Ltd 401(k) Plan at $8M / 71 participants.

#13,222
in Healthcare & Social Assistance (20,060 peers)
-10.5%
assets change YoY

The plan reported a net loss of $930K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopaedic Associates of Reading, Ltd 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedic Associates of Reading, Ltd 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,905,839 Top 40% higher than 60% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Orthopaedic Associates of Reading, Ltd 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopaedic Associates of Reading, Ltd 401(k) Plan is a small filing (71 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 232113204 · Orthopaedic Associates of Reading, Ltd PY 2022 · 401(k)

Orthopaedic Associates of Reading, Ltd 401(k) Plan · $8M · 71 · 60th

  • PHOTO $8M
  • IND 71
  • EOY 60th
  • 5500 401(k)
  • ASSETS near Bonneville & Son, Inc. 401(k) Plan
  • PCT ind #13222

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Orthopaedic Associates of Reading, Ltd 401(k) Plan in the asset neighbourhood

Orthopaedic Associates of Reading, Ltd 401(k) PlanOrthopaedic Associates of Re…$8MBonneville & Son, Inc. 401(k) PlanBonneville & Son, Inc. 401(k…$8MLocal Marketing Solutions Group, Inc. Profit Sharing PlanLocal Marketing Solutions Gr…$8MWinston Cole Retirement Plan$8MAct! LLC 401(k) Plan$8M
End-of-year total assets ($M) among Orthopaedic Associates of Reading, Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Orthopaedic Associates of Reading, Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Orthopaedic Associates of Reading, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$11M 42.74963100058071% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.91M $11.3M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 71 $8M
2023 1 75 $9M
2024 1 74 $11M

Orthopaedic Associates of Reading, Ltd filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$930K
Employer EIN232113204
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orthopaedic Associates of Reading, Ltd 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Orthopaedic Associates of Reading, Ltd 401(k) Plan, Total assets ($B): 0.007905839 · Participants: 71Orthopaedic Associates of Reading, Ltd 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Orthopaedic Associates of Reading, Ltd 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Orthopaedic Associates of Reading, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bonneville & Son, Inc. 401(k) Plan in NH ($8M); by covered participants it is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orthopaedic Associates of Reading, Ltd 401(k) Plan assets move in 2022?
Orthopaedic Associates of Reading, Ltd 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $9M to $8M. Reported net income was -$930K.
How have Orthopaedic Associates of Reading, Ltd plan assets changed over time?
Across 3 plan years on file (2022-2024), Orthopaedic Associates of Reading, Ltd's sponsor-wide assets grew 42.7%, from $8M to $11M.
Which 401(k) plans are similar in size to Orthopaedic Associates of Reading, Ltd 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bonneville & Son, Inc. 401(k) Plan in NH ($8M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Associates of Reading, Ltd 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants, N/A in assets).