401(k) · DOL Form 5500 · 2022

New England Orthopedic Surgeons, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
230
Participants Below avg headcount
87th
Percentile by assets National rank
$189,367
Avg per participant Above avg balance/head
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Official DOL plan name: New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust · Sponsored by New England Orthopedic Surgeons, Inc. · Massachusetts · Healthcare & Social Assistance

$44M in assets, 230 participants

New England Orthopedic Surgeons, Inc.'s New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust reported $44M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,826 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust covers 230 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $44M.

#17,826
in Healthcare & Social Assistance (20,060 peers)
-16.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust's outsized position by total assets

New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$43,554,502 Top 13% higher than 87% 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

New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (230 participants).

EBSA filing schedule strip

Filing strip 042521996 · New England Orthopedic Surgeons, Inc. PY 2022 · 401(k)

New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust · $44M · 230 · 87th

  • EIN $44M
  • EIN 230
  • EIN 87th
  • EIN 401(k)
  • EIN near Alpla 401(k) Retirement Plan
  • EIN ind #17826

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 Massachusetts →

New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust in the asset neighbourhood

The Bellevue Hospital 401(k) Plan the Bellevue HospitalThe Bellevue Hospital 401(k)…$44MSangamo Therapeutics Inc. 401(k) Profit Sharing Plan and TrustSangamo Therapeutics Inc. 40…$44MNew England Orthopedic Surgeons, Inc. 401(k) Plan & TrustNew England Orthopedic Surge…$44MAlpla 401(k) Retirement Plan$44MEmployee 401(k) Plan$44M
End-of-year total assets ($M) among New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$44M
Net Income-$9M
Employer EIN042521996
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New England Orthopedic Surgeons, Inc.)

Sponsor-wide plan assets over time

All New England Orthopedic Surgeons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 40.04879679257956% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.6M $61M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 230 $44M
2023 1 283 $52M
2024 2 253 $61M

Nearby 401(k) Plans in Massachusetts

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

New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust, Total assets ($B): 0.043554502 · Participants: 230New England Orthopedic Surgeons, Inc. 401(k) Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Alpla 401(k) Retirement Plan in GA ($44M); by covered participants it is Convercent 401(k) in CO (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust assets move in 2022? ▼
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust declined sharply - down 16.9% during 2022, from $52M to $44M. Reported net income was -$9M.
How have New England Orthopedic Surgeons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New England Orthopedic Surgeons, Inc.'s sponsor-wide assets grew 40.0%, from $44M to $61M.
Where does New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alpla 401(k) Retirement Plan in GA ($44M, 1,472 participants).
Which 401(k) plans cover a similar participant headcount to New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Convercent 401(k) in CO (230 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 042521996.

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.