401(k) · DOL Form 5500 · 2022

University Orthopedics, Inc. 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
531
Participants Below avg headcount
92nd
Percentile by assets National rank
$179,956
Avg per participant Above avg balance/head
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Official DOL plan name: University Orthopedics, Inc. 401(k) Plan · Sponsored by University Orthopedics, Inc. · Rhode Island · Healthcare & Social Assistance

$96M in assets, 531 participants

University Orthopedics, Inc.'s University Orthopedics, Inc. 401(k) Plan reported $96M in total assets and 531 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,769 in Healthcare & Social Assistance (20,060 peers)

Coverage in Rhode Island

University Orthopedics, Inc. 401(k) Plan covers 531 participants in Rhode Island, about 37% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $96M.

#18,769
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University Orthopedics, Inc. 401(k) Plan's outsized position by total assets

University Orthopedics, Inc. 401(k) Plan vs every filed plan by assets

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

$95,556,606 Top 8% higher than 92% 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 Orthopedics, Inc. 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. University Orthopedics, Inc. 401(k) Plan sits mid-pack in the medium band (531 participants).

DOL schedule card

Filing strip 050447454 · University Orthopedics, Inc. PY 2022 · 401(k)

University Orthopedics, Inc. 401(k) Plan · $96M · 531 · 92nd

  • 5500 $96M
  • ASSETS 531
  • PCT 92nd
  • EIN 401(k)
  • RANK near Icw Group Holdings, Inc. Salary Savings Plan
  • PHOTO ind #18769

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 Rhode Island →

University Orthopedics, Inc. 401(k) Plan in the asset neighbourhood

Allergy Partners Management LLC Retirement Savings PlanAllergy Partners Management …$96MIndiana Packers Corporation 401(k) Retirement Savings PlanIndiana Packers Corporation …$96MUniversity Orthopedics, Inc. 401(k) PlanUniversity Orthopedics, Inc.…$96MIcw Group Holdings, Inc. Salary Savings PlanIcw Group Holdings, Inc. Sal…$96MSazerac Company, Inc. 401(k) PlanSazerac Company, Inc. 401(k)…$96M
End-of-year total assets ($M) among University Orthopedics, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$96M
Net Income-$15M
Employer EIN050447454
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Orthopedics, Inc.)

Sponsor-wide plan assets over time

All University Orthopedics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 44.50403146382156% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $95.6M $138M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 531 $96M
2023 1 581 $113M
2024 1 656 $138M

Nearby 401(k) Plans in Rhode Island

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

University Orthopedics, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants University Orthopedics, Inc. 401(k) Plan, Total assets ($B): 0.095556606 · Participants: 531University Orthopedics, Inc. 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
University Orthopedics, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare University Orthopedics, Inc. 401(k) Plan side-by-side with 3 peers →

University Orthopedics, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Icw Group Holdings, Inc. Salary Savings Plan in CA ($96M); by covered participants it is Pixelle Specialty Solutions LLC 401(k) Savings Plan C in PA (531 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (531 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 Orthopedics, Inc. 401(k) Plan assets move in 2022? ▼
University Orthopedics, Inc. 401(k) Plan pulled back noticeably - down 13.2% during 2022, from $110M to $96M. Reported net income was -$15M.
How have University Orthopedics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Orthopedics, Inc.'s sponsor-wide assets grew 44.5%, from $96M to $138M.
Where does University Orthopedics, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
University Orthopedics, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to University Orthopedics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Icw Group Holdings, Inc. Salary Savings Plan in CA ($96M, 898 participants).
Which 401(k) plans cover a similar participant headcount to University Orthopedics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pixelle Specialty Solutions LLC 401(k) Savings Plan C in PA (531 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 050447454.

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.