401(k) · DOL Form 5500 · 2022

Jacksonville Orthopaedic Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
327
Participants Below avg headcount
90th
Percentile by assets National rank
$205,999
Avg per participant Above avg balance/head
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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.

  • #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.

#18,400
in Healthcare & Social Assistance (20,060 peers)
-15.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust's outsized position 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 $2,050,000,000 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

Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust 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. Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust sits mid-pack in the medium band (327 participants).

Plan-year Form 5500 strip

Filing strip 593120987 · Jacksonville Orthopaedic Institute, Inc. PY 2022 · 401(k)

Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust · $67M · 327 · 90th

  • PCT $67M
  • EIN 327
  • RANK 90th
  • PHOTO 401(k)
  • IND near Artesian 401(k) Retirement Plan
  • EOY ind #18400

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 Florida →

Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust in the asset neighbourhood

The Reily Companies Retirement Savings PlanThe Reily Companies Retireme…$67MMill-Max Manufacturing Corporation Profit Sharing PlanMill-Max Manufacturing Corpo…$67MJacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & TrustJacksonville Orthopaedic Ins…$67MArtesian 401(k) Retirement PlanArtesian 401(k) Retirement P…$67MRimkus Consulting Group, Inc. 401(k) PlanRimkus Consulting Group, Inc…$67M
End-of-year total assets ($M) among Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Jacksonville Orthopaedic Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 20.06453709532805% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $67.4M $80.9M ▲ +20.1%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust, Total assets ($B): 0.067361569 · Participants: 327Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
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. 401(k) Salary Reduction Plan & Trust side-by-side with 3 peers →

Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Artesian 401(k) Retirement Plan in DE ($67M); by covered participants it is Everlaw, Inc. 401(k) Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 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).
Which 401(k) plans cover a similar participant headcount to Jacksonville Orthopaedic Institute, Inc. 401(k) Salary Reduction Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Everlaw, Inc. 401(k) Plan in CA (327 participants, $18M 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 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.