Money Purchase · DOL Form 5500 · 2022
Austin Orthopedics & Sports Medicine Money Purchase Plan
Data updated 2026-08-25
- $299K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $298,666
- Avg per participant High balance/head
Official DOL plan name: Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust · Sponsored by Austin Orthopedics & Sports Medicine · Minnesota · Healthcare & Social Assistance
$299K in assets, 1 participants
Austin Orthopedics & Sports Medicine's Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust reported $299K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 14th 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.
- #1,970 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust grew at a solid clip 9.7% in 2022 ($272K → $299K) for 1 participant.
- #1,970
- in Healthcare & Social Assistance (20,060 peers)
- +9.7%
- assets growth YoY
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust among the smaller filed plans by assets
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$298,666 14th percentile higher than 14% 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
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase 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. Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 460355066 · Austin Orthopedics & Sports Medicine PY 2022 · Money Purchase
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust · $299K · 1 · 14th
- EOY $299K
- EOY 1
- EOY 14th
- EOY Money Purchase
- EOY near Retirement Plan of Richard P. Mellon 1965 Trust
- EOY ind #1970
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 Minnesota →
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust in the asset neighbourhood
Austin Orthopedics & Sports Medicine years around the 2022 move
Sponsor-wide plan assets over time
All Austin Orthopedics & Sports Medicine plans reported in each filing year
- Latest sponsor-wide plan assets
- $360K 3.1843815303581144% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $349K |
| 2023 | 2 | 2 | $351K |
| 2024 | 2 | 2 | $360K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $272K |
|---|---|
| Net Assets (End of Year) | $299K |
| Net Income | $26K |
| Employer EIN | 460355066 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Minnesota
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Thrivent Capital Accumulation Plan $372M · 1,890
- St. Paul Electrical Construction Workers Supplemental Pension Plan $254M · 3,075
- Boilermakers Lodge 154 Retirement Plan $147M · 7,067
- Central Iowa Carpenters Money Purchase Plan $116M · 1,984
- Be the Match/Nmdp Employer Contribution Plan $75M · 1,438
Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Minnesota, the nearest Money Purchase by assets is Retirement Plan of Richard P. Mellon 1965 Trust in PA ($298K); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($299K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mc Connie Insurance Corp. Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Green Wave LLC Retirement Plan (PR) 1 · 0 off
- Jar Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.