401(k) · DOL Form 5500 · 2022

Orthopaedic Institute of Ohio, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
305
Participants Below avg headcount
86th
Percentile by assets National rank
$130,002
Avg per participant Near avg balance/head
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Official DOL plan name: Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan · Sponsored by Orthopaedic Institute of Ohio, Inc. · Ohio · Healthcare & Social Assistance

$40M in assets, 305 participants

Orthopaedic Institute of Ohio, Inc.'s Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan reported $40M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,675 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan covers 305 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $40M.

#17,675
in Healthcare & Social Assistance (20,060 peers)
-12.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan's outsized position by total assets

Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan vs every filed plan by assets

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

$39,650,722 Top 14% higher than 86% 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

Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings 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. Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan sits mid-pack in the medium band (305 participants).

Form 5500 schedule snapshot

Filing strip 311562435 · Orthopaedic Institute of Ohio, Inc. PY 2022 · 401(k)

Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan · $40M · 305 · 86th

  • ASSETS $40M
  • PCT 305
  • EIN 86th
  • RANK 401(k)
  • PHOTO near J W Aluminum Company 401(k) Plan
  • IND ind #17675

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 Ohio →

Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan in the asset neighbourhood

Plumbers & Gasfitters Local Union No. 8 Defined Contribution PlanPlumbers & Gasfitters Local …$40MOrthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings PlanOrthopaedic Institute of Ohi…$40MJ W Aluminum Company 401(k) PlanJ W Aluminum Company 401(k) …$40MMeduit, LLC 401(k) Retirement PlanMeduit, LLC 401(k) Retiremen…$40MBucher Hydraulics, Inc. 401(k) Savings and Profit Sharing PlanBucher Hydraulics, Inc. 401(…$40M
End-of-year total assets ($M) among Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$40M
Net Income-$6M
Employer EIN311562435
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Institute of Ohio, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$71M 47.11250480162315% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.4M $71.2M ▲ +47.1%
Year Plans Participants Total Assets
2022 2 421 $48M
2023 2 460 $60M
2024 2 455 $71M

Nearby 401(k) Plans in Ohio

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

Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan, Total assets ($B): 0.039650722 · Participants: 305Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan side-by-side with 3 peers →

Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is J W Aluminum Company 401(k) Plan in SC ($40M); by covered participants it is Unite Retirement Savings Plan in MO (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan assets move in 2022? ▼
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan pulled back noticeably - down 12.3% during 2022, from $45M to $40M. Reported net income was -$6M.
How have Orthopaedic Institute of Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Institute of Ohio, Inc.'s sponsor-wide assets grew 47.1%, from $48M to $71M.
Where does Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan ranks in the 86th 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 Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is J W Aluminum Company 401(k) Plan in SC ($40M, 452 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unite Retirement Savings Plan in MO (305 participants, $14M 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 311562435.

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.