401(k) · DOL Form 5500 · 2022
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $183,447
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan · Sponsored by Orthopedic & Sports Medicine Specialists of Green Bay Sc · Wisconsin · Healthcare & Social Assistance
$24M in assets, 133 participants
Orthopedic & Sports Medicine Specialists of Green Bay Sc's Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan reported $24M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #16,681 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan covers 133 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $24M.
- #16,681
- in Healthcare & Social Assistance (20,060 peers)
- -0.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan's outsized position by total assets
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,398,408 Top 20% higher than 80% 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
Orthopedic & Sports Medicine Specialists of Green Bay Sc 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. Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan sits mid-pack in the medium band (133 participants).
Form 5500 schedule snapshot
Filing strip 261132759 · Orthopedic & Sports Medicine Specialists of Green Bay Sc PY 2022 · 401(k)
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan · $24M · 133 · 80th
- PART $24M
- TYPE 133
- NET 80th
- BOOK 401(k)
- VS-ST near Electro Management 401(k) Plan
- BOY ind #16681
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 Wisconsin →
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$23K |
| Employer EIN | 261132759 |
| Plan Effective Date | 2007-09-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopedic & Sports Medicine Specialists of Green Bay Sc)
Sponsor-wide plan assets over time
All Orthopedic & Sports Medicine Specialists of Green Bay Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 48.93567871548329% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 264 | $24M |
| 2023 | 2 | 272 | $29M |
| 2024 | 2 | 379 | $36M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Electro Management 401(k) Plan in IA ($24M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Electro Management 401(k) Plan (IA) $24M · 116
- Kpm Cpas, PC Profit Sharing Plan (MO) $24M · 36
- Dollar Financial Group Retirement Plan (PA) $24M · 572
- The Bay Club Company 401(k) Plan (CA) $24M · 1,098
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Ari Retirement Plan (IL) 133 · 0 off
- Voyetra Turtle Beach 401(k) Plan (NY) 133 · 0 off
- Grane Healthcare Company Collectively Bargained 401(k) Plan (PA) 133 · 0 off
- Four Seasons Orthopedic Center, PA 401(k) Plan (NH) 133 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.