401(k) · DOL Form 5500 · 2022

University Orthopaedic Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
66
Participants Small participant base
81st
Percentile by assets National rank
$390,854
Avg per participant High balance/head
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Official DOL plan name: University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan · Sponsored by University Orthopaedic Clinic, P.C. · Alabama · Healthcare & Social Assistance

$26M in assets, 66 participants

University Orthopaedic Clinic, P.C.'s University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported $26M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,805 in Healthcare & Social Assistance (20,060 peers)

Where University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits by assets

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for 66 participants (~$390,854/participant), down 16.1% in 2022.

#16,805
in Healthcare & Social Assistance (20,060 peers)
-16.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,796,384 Top 19% higher than 81% 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

University Orthopaedic Clinic, P.C. 401(k) 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. University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 630732734 · University Orthopaedic Clinic, P.C. PY 2022 · 401(k)

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan · $26M · 66 · 81st

  • PCT $26M
  • EIN 66
  • RANK 81st
  • PHOTO 401(k)
  • IND near Utah Surgical Associates, Inc. Retirement Plan
  • EOY ind #16805

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 Alabama →

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing PlanUniversity Orthopaedic Clini…$26MUtah Surgical Associates, Inc. Retirement PlanUtah Surgical Associates, In…$26MLa Mesa Rv Center, Inc. Employees 401(k) Retirement PlanLa Mesa Rv Center, Inc. Empl…$26MC.a. Curtze Company Employees Growth Profile Retirement PlanC.a. Curtze Company Employee…$26MMedialinks Tv LLC 401(k) Profit Sharing Plan and TrustMedialinks Tv LLC 401(k) Pro…$26M
End-of-year total assets ($M) among University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN630732734
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Orthopaedic Clinic, P.C.)

Sponsor-wide plan assets over time

All University Orthopaedic Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.086751848631188% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.8M $32M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 66 $26M
2023 1 69 $29M
2024 1 63 $32M

Nearby 401(k) Plans in Alabama

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

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.025796384 · Participants: 66University Orthopaedic Clinic, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Utah Surgical Associates, Inc. Retirement Plan in UT ($26M); by covered participants it is Aptera Software Inc. 401(k) Plan in IN (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan declined sharply - down 16.1% during 2022, from $31M to $26M. Reported net income was -$5M.
How have University Orthopaedic Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Orthopaedic Clinic, P.C.'s sponsor-wide assets grew 24.1%, from $26M to $32M.
Where does University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan ranks in the 81st 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 University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utah Surgical Associates, Inc. Retirement Plan in UT ($26M, 94 participants).
Which 401(k) plans cover a similar participant headcount to University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aptera Software Inc. 401(k) Plan in IN (66 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 630732734.

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.