401(k) · DOL Form 5500 · 2022

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
56
Participants Small participant base
70th
Percentile by assets National rank
$234,684
Avg per participant Above avg balance/head
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Official DOL plan name: The Orthopedic Specialty Clinic 401(k) Plan · Sponsored by The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic · Utah · Healthcare & Social Assistance

$13M in assets, 56 participants

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic's The Orthopedic Specialty Clinic 401(k) Plan reported $13M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,052 in Healthcare & Social Assistance (20,060 peers)

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic multi-year trail

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic's plans moved +22.9% in assets from 2022 to 2024; this filing shows The Orthopedic Specialty Clinic 401(k) Plan at $13M / 56 participants.

#15,052
in Healthcare & Social Assistance (20,060 peers)
-14.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Orthopedic Specialty Clinic 401(k) Plan's outsized position by total assets

The Orthopedic Specialty Clinic 401(k) Plan vs every filed plan by assets

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

$13,142,293 Top 30% higher than 70% 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

The Orthopedic Specialty Clinic 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Orthopedic Specialty Clinic 401(k) Plan is a small filing (56 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 841430042 · The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic PY 2022 · 401(k)

The Orthopedic Specialty Clinic 401(k) Plan · $13M · 56 · 70th

  • VS-ST $13M
  • VS-ST 56
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near Progressive Converting Inc 401(k) Plan
  • VS-ST ind #15052

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 Utah →

The Orthopedic Specialty Clinic 401(k) Plan in the asset neighbourhood

The Orthopedic Specialty Clinic 401(k) PlanThe Orthopedic Specialty Cli…$13MProgressive Converting Inc 401(k) PlanProgressive Converting Inc 4…$13MIntegrits Corporation 401(k) PlanIntegrits Corporation 401(k)…$13MCbc U 401(k) Plan$13MFallon Service, Inc. 401(k) PlanFallon Service, Inc. 401(k) …$13M
End-of-year total assets ($M) among The Orthopedic Specialty Clinic 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic multi-year asset trail

Sponsor-wide plan assets over time

All The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.895722991414054% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16.2M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 56 $13M
2023 1 63 $15M
2024 1 61 $16M

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN841430042
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

The Orthopedic Specialty Clinic 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Orthopedic Specialty Clinic 401(k) Plan, Total assets ($B): 0.013142293 · Participants: 56The Orthopedic Specialty Clinic 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
The Orthopedic Specialty Clinic 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare The Orthopedic Specialty Clinic 401(k) Plan side-by-side with 3 peers →

The Orthopedic Specialty Clinic 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Progressive Converting Inc 401(k) Plan in WI ($13M); by covered participants it is Terra Management Group L L C 401(k) Profit Sharing Plan & Trust in CO (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 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 The Orthopedic Specialty Clinic 401(k) Plan assets move in 2022? ▼
The Orthopedic Specialty Clinic 401(k) Plan pulled back noticeably - down 14.9% during 2022, from $15M to $13M. Reported net income was -$2M.
How have The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic's sponsor-wide assets grew 22.9%, from $13M to $16M.
Which 401(k) plans are similar in size to The Orthopedic Specialty Clinic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Progressive Converting Inc 401(k) Plan in WI ($13M, 377 participants).
Which 401(k) plans cover a similar participant headcount to The Orthopedic Specialty Clinic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Terra Management Group L L C 401(k) Profit Sharing Plan & Trust in CO (56 participants, $797K 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 841430042.

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.