401(k) · DOL Form 5500 · 2022

Jacksonville Orthopaedic Institute, Inc. 401(k) Plan

Data updated 2026-08-11

$67M
Total assets
327
Participants
90th
Percentile by assets
$205,999
Avg per participant
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Official DOL plan name: Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust · Sponsored by Jacksonville Orthopaedic Institute, Inc. · Florida · Healthcare & Social Assistance

$67M in assets, 327 participants

Jacksonville Orthopaedic Institute, Inc.'s Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust reported $67M in total assets and 327 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #18,400 in Healthcare & Social Assistance (20,060 peers)

Where Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust sits by assets

Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust sits in the top 10% of all filed plans by assets, $67M for 327 participants (~$205,999/participant), down 15.0% in 2022.

$67M
total plan assets (2022 EOY)
327
covered participants
90th
percentile by assets (of 139,126 plans)
$205,999
avg assets per participant

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust sits by total assets

Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust vs every filed plan by assets

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

$67,361,569 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Florida
Industry
Healthcare & Social Assistance

Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust vs the 2022 asset distribution

By assets, Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$67M
Net Income-$12M
Employer EIN593120987
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jacksonville Orthopaedic Institute, Inc.)

$65M$70M$75M$80M$85M 202220232024 $67.4M $80.9M ▲ +20.1%
Total plan assets by year, all Jacksonville Orthopaedic Institute, Inc. plans on file
Year Plans Participants Total Assets
2022 1 327 $67M
2023 1 291 $77M
2024 1 362 $81M

Nearby 401(k) Plans in Florida

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

Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Jacksonville Orthopa…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jacksonville Orthopaedic Institute, Inc.… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust assets move in 2022? ▼
Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust declined sharply - down 15.0% during 2022, from $79M to $67M. Reported net income was -$12M.
How have Jacksonville Orthopaedic Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacksonville Orthopaedic Institute, Inc.'s sponsor-wide assets grew 20.1%, from $67M to $81M.
Where does Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust rank by assets among Form 5500 filers? ▼
Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust ranks in the 90th 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 Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Artesian 401(k) Retirement Plan in DE ($67M, 246 participants).

Next read for Jacksonville Orthopaedic Institute, Inc.…

Scale reading

Ways to act on Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust's numbers.

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 593120987.

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.