401(k) · DOL Form 5500 · 2022

Orthopaedic Associates 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
12
Participants Small participant base
29th
Percentile by assets National rank
$115,185
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopaedic Associates 401(k) Profit Sharing Plan & Trust · Sponsored by Orthopaedic Associates · California · Healthcare & Social Assistance

$1M in assets, 12 participants

Orthopaedic Associates's Orthopaedic Associates 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,471 in Healthcare & Social Assistance (20,060 peers)

Orthopaedic Associates multi-year trail

Orthopaedic Associates's plans moved +58.3% in assets from 2022 to 2024; this filing shows Orthopaedic Associates 401(k) Profit Sharing Plan & Trust at $1M / 12 participants.

#5,471
in Healthcare & Social Assistance (20,060 peers)
+0.3%
assets growth YoY

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,382,217 29th percentile higher than 29% 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 401(k) Profit Sharing Plan & Trust 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 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 330056647 · Orthopaedic Associates PY 2022 · 401(k)

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust · $1M · 12 · 29th

  • PART $1M
  • PART 12
  • PART 29th
  • PART 401(k)
  • PART near Davidson Logistics, Inc. Safe Harbor 401(k) Profit Sharing Plan
  • PART ind #5471

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 California →

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Orthopaedic Associates 401(k) Profit Sharing Plan & TrustOrthopaedic Associates 401(k…$1MDavidson Logistics, Inc. Safe Harbor 401(k) Profit Sharing PlanDavidson Logistics, Inc. Saf…$1MStarck & Co. 401(k) Plan$1MDsi 401(k) Plan$1MCreative Media Marketing, Inc. 401(k) Profit Sharing PlanCreative Media Marketing, In…$1M
End-of-year total assets ($M) among Orthopaedic Associates 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Orthopaedic Associates multi-year asset trail

Sponsor-wide plan assets over time

All Orthopaedic Associates plans reported in each filing year

Latest sponsor-wide plan assets
$2M 58.31349202042805% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.38M $2.19M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 10 $2M
2024 1 15 $2M

Orthopaedic Associates filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$5K
Employer EIN330056647
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Orthopaedic Associates 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001382217 · Participants: 12Orthopaedic Associates 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Orthopaedic Associates 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Orthopaedic Associates 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Orthopaedic Associates 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Davidson Logistics, Inc. Safe Harbor 401(k) Profit Sharing Plan in MO ($1M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Orthopaedic Associates 401(k) Profit Sharing Plan & Trust held essentially flat - up 0.3% during 2022, from $1M to $1M. Reported net income was $5K.
How have Orthopaedic Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates's sponsor-wide assets grew 58.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Orthopaedic Associates 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Davidson Logistics, Inc. Safe Harbor 401(k) Profit Sharing Plan in MO ($1M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Associates 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330056647.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.