401(k) · DOL Form 5500 · 2022

Ortho Kentucky, PLLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
28
Participants Small participant base
70th
Percentile by assets National rank
$456,558
Avg per participant High balance/head
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Official DOL plan name: Ortho Kentucky, PLLC Profit Sharing Plan · Sponsored by Ortho Kentucky, PLLC · Kentucky · Healthcare & Social Assistance

$13M in assets, 28 participants

Ortho Kentucky, PLLC's Ortho Kentucky, PLLC Profit Sharing Plan reported $13M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,958 in Healthcare & Social Assistance (20,060 peers)

Ortho Kentucky, PLLC multi-year trail

Ortho Kentucky, PLLC's plans moved +40.5% in assets from 2022 to 2024; this filing shows Ortho Kentucky, PLLC Profit Sharing Plan at $13M / 28 participants.

#14,958
in Healthcare & Social Assistance (20,060 peers)
-10.8%
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.

Ortho Kentucky, PLLC Profit Sharing Plan's outsized position by total assets

Ortho Kentucky, PLLC Profit Sharing Plan vs every filed plan by assets

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

$12,783,625 Top 30% higher than 70% 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

Ortho Kentucky, PLLC Profit Sharing 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. Ortho Kentucky, PLLC Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 270810819 · Ortho Kentucky, PLLC PY 2022 · 401(k)

Ortho Kentucky, PLLC Profit Sharing Plan · $13M · 28 · 70th

  • PCT $13M
  • EIN 28
  • RANK 70th
  • PHOTO 401(k)
  • IND near James W. Fowler Co. 401(k) Profit Sharing Plan
  • EOY ind #14958

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 Kentucky →

Ortho Kentucky, PLLC Profit Sharing Plan in the asset neighbourhood

Ortho Kentucky, PLLC Profit Sharing PlanOrtho Kentucky, PLLC Profit …$13MJames W. Fowler Co. 401(k) Profit Sharing PlanJames W. Fowler Co. 401(k) P…$13MMaui Oil Co, Inc 401(k) Profit Sharing PlanMaui Oil Co, Inc 401(k) Prof…$13MLyric Opera 401(k) Savings PlanLyric Opera 401(k) Savings P…$13MJerry Leigh of California, Inc. 401(k) Profit Sharing PlanJerry Leigh of California, I…$13M
End-of-year total assets ($M) among Ortho Kentucky, PLLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ortho Kentucky, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Ortho Kentucky, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.497034291916414% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.8M $18M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 28 $13M
2023 1 33 $15M
2024 1 38 $18M

Ortho Kentucky, PLLC filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN270810819
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Ortho Kentucky, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Ortho Kentucky, PLLC Profit Sharing Plan, Total assets ($B): 0.012783625 · Participants: 28Ortho Kentucky, PLLC Profit Sharing PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Ortho Kentucky, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ortho Kentucky, PLLC Profit Sharing Plan side-by-side with 3 peers →

Ortho Kentucky, PLLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is James W. Fowler Co. 401(k) Profit Sharing Plan in OR ($13M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Ortho Kentucky, PLLC Profit Sharing Plan assets move in 2022? ▼
Ortho Kentucky, PLLC Profit Sharing Plan pulled back noticeably - down 10.8% during 2022, from $14M to $13M. Reported net income was -$2M.
How have Ortho Kentucky, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortho Kentucky, PLLC's sponsor-wide assets grew 40.5%, from $13M to $18M.
Which 401(k) plans are similar in size to Ortho Kentucky, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is James W. Fowler Co. 401(k) Profit Sharing Plan in OR ($13M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Ortho Kentucky, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants, $3M 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 270810819.

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.