401(k) · DOL Form 5500 · 2022
Dubuque Orthopaedic Surgeons, P.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $192,122
- Avg per participant Above avg balance/head
Official DOL plan name: Dubuque Orthopaedic Surgeons, P.C. 401(k) P/S Plan & Trust · Sponsored by Dubuque Orthopaedic Surgeons, P.C. · Iowa · Healthcare & Social Assistance
$4M in assets, 19 participants
Dubuque Orthopaedic Surgeons, P.C.'s Dubuque Orthopaedic Surgeons, P.C. 401(k) P/S Plan & Trust reported $4M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,781 in Healthcare & Social Assistance (20,060 peers)
Dubuque Orthopaedic Surgeons, P.C. multi-year trail
Dubuque Orthopaedic Surgeons, P.C.'s plans moved +20.8% in assets from 2022 to 2023; this filing shows Dubuque Orthopaedic Surgeons, P.C. 401(k) P/S Plan & Trust at $4M / 19 participants.
- #9,781
- in Healthcare & Social Assistance (20,060 peers)
- -12.6%
- assets change YoY
The plan reported a net loss of $526K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dubuque Orthopaedic Surgeons, P.C. 401(k) P/S Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Dubuque Orthopaedic Surgeons, P.C. 401(k) P/S Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,650,318 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Dubuque Orthopaedic Surgeons, P.C. 401(k) P/S 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. Dubuque Orthopaedic Surgeons, P.C. 401(k) P/S Plan & Trust is a small filing (19 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 421028543 · Dubuque Orthopaedic Surgeons, P.C. PY 2022 · 401(k)
Dubuque Orthopaedic Surgeons, P.C. 401(k) P/S Plan & Trust · $4M · 19 · 44th
- PART $4M
- TYPE 19
- NET 44th
- BOOK 401(k)
- VS-ST near Weber Companies Retirement Plan
- BOY ind #9781
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 Iowa →
Dubuque Orthopaedic Surgeons, P.C. 401(k) P/S Plan & Trust in the asset neighbourhood
Dubuque Orthopaedic Surgeons, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Dubuque Orthopaedic Surgeons, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 20.771176648171476% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $4M |
| 2023 | 1 | 15 | $4M |
Dubuque Orthopaedic Surgeons, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$526K |
| Employer EIN | 421028543 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Dubuque Orthopaedic Surgeons, P.C. 401(k) P/S Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Weber Companies Retirement Plan in IN ($4M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 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.