401(k) · DOL Form 5500 · 2022

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
112
Participants Small participant base
79th
Percentile by assets National rank
$200,034
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan · Sponsored by Orthopaedic Centers of Wisconsin, S.C. · Wisconsin · Healthcare & Social Assistance

$22M in assets, 112 participants

Orthopaedic Centers of Wisconsin, S.C.'s Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan reported $22M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,468 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan covers 112 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $22M.

#16,468
in Healthcare & Social Assistance (20,060 peers)
-16.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan's outsized position by total assets

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan vs every filed plan by assets

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

$22,403,828 Top 21% higher than 79% 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 Centers of Wisconsin, S.C. 401(k) Plan 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. Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan sits mid-pack in the medium band (112 participants).

Plan-year Form 5500 strip

Filing strip 391975482 · Orthopaedic Centers of Wisconsin, S.C. PY 2022 · 401(k)

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan · $22M · 112 · 79th

  • 5500 $22M
  • ASSETS 112
  • PCT 79th
  • EIN 401(k)
  • RANK near Bauer Compressors, Inc. Employee Retirement Plan
  • PHOTO ind #16468

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 Wisconsin →

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan in the asset neighbourhood

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End-of-year total assets ($M) among Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN391975482
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Centers of Wisconsin, S.C.)

Sponsor-wide plan assets over time

All Orthopaedic Centers of Wisconsin, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 43.97159271174551% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.4M $32.3M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 112 $22M
2023 1 124 $29M
2024 1 137 $32M

Nearby 401(k) Plans in Wisconsin

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

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan, Total assets ($B): 0.022403828 · Participants: 112Orthopaedic Centers of Wisconsin, S.C. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan side-by-side with 3 peers →

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bauer Compressors, Inc. Employee Retirement Plan in VA ($22M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Centers of Wisconsin, S.C. 401(k) Plan assets move in 2022? ▼
Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan declined sharply - down 16.1% during 2022, from $27M to $22M. Reported net income was -$4M.
How have Orthopaedic Centers of Wisconsin, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Centers of Wisconsin, S.C.'s sponsor-wide assets grew 44.0%, from $22M to $32M.
Where does Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan ranks in the 79th 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 Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bauer Compressors, Inc. Employee Retirement Plan in VA ($22M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 391975482.

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.