401(k) · DOL Form 5500 · 2022
Tri County Orthopedic Surgeons Inc 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Tri County Orthopedic Surgeons Inc Savings Plan & Trust · Sponsored by Tri County Orthopedic Surgeons Inc · Ohio · Healthcare & Social Assistance
$10M in assets, 7 participants
Tri County Orthopedic Surgeons Inc's Tri County Orthopedic Surgeons Inc Savings Plan & Trust reported $10M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #14,076 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Tri County Orthopedic Surgeons Inc Savings Plan & Trust pulled back noticeably 14.6% in 2022 ($12M → $10M) for 7 participants.
- #14,076
- in Healthcare & Social Assistance (20,060 peers)
- -14.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tri County Orthopedic Surgeons Inc Savings Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tri County Orthopedic Surgeons Inc Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,935,906 Top 35% higher than 65% 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
Tri County Orthopedic Surgeons Inc Savings Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tri County Orthopedic Surgeons Inc Savings Plan & Trust is a micro filing (7 participants), the leftmost band.
DOL schedule card
Filing strip 341128823 · Tri County Orthopedic Surgeons Inc PY 2022 · 401(k)
Tri County Orthopedic Surgeons Inc Savings Plan & Trust · $10M · 7 · 65th
- RANK $10M
- RANK 7
- RANK 65th
- RANK 401(k)
- RANK near Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan
- RANK ind #14076
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 Ohio →
Tri County Orthopedic Surgeons Inc Savings Plan & Trust in the asset neighbourhood
Tri County Orthopedic Surgeons Inc years around the 2022 move
Sponsor-wide plan assets over time
All Tri County Orthopedic Surgeons Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $10M |
| 2023 | 1 | 7 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 341128823 |
| Plan Effective Date | 1973-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Tri County Orthopedic Surgeons Inc Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan in CO ($10M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.