401(k) · DOL Form 5500 · 2022

Slocum Orthopedics, P.C. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
268
Participants Below avg headcount
89th
Percentile by assets National rank
$219,605
Avg per participant Above avg balance/head
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Official DOL plan name: Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan · Sponsored by Slocum Orthopedics, P.C. · Oregon · Healthcare & Social Assistance

$59M in assets, 268 participants

Slocum Orthopedics, P.C.'s Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan reported $59M in total assets and 268 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,229 in Healthcare & Social Assistance (20,060 peers)

Where Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan sits by assets

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $59M for 268 participants (~$219,605/participant), down 11.3% in 2022.

#18,229
in Healthcare & Social Assistance (20,060 peers)
-11.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$58,854,052 Top 11% higher than 89% 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

Slocum Orthopedics, P.C. 401(k) Profit Sharing 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. Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (268 participants).

DOL schedule card

Filing strip 930603212 · Slocum Orthopedics, P.C. PY 2022 · 401(k)

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan · $59M · 268 · 89th

  • VS-ST $59M
  • BOY 268
  • SCH 89th
  • EBSA 401(k)
  • PART near Firstsource 401(k) Retirement Plan
  • TYPE ind #18229

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 Oregon →

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Teamwork Services 401(k) & Profit Sharing PlanTeamwork Services 401(k) & P…$59MSlocum Orthopedics, P.C. 401(k) Profit Sharing PlanSlocum Orthopedics, P.C. 401…$59MFirstsource 401(k) Retirement PlanFirstsource 401(k) Retiremen…$59MTlp Management Services LLC 401(k) PlanTlp Management Services LLC …$59MBay Family of Companies 401(k) PlanBay Family of Companies 401(…$59M
End-of-year total assets ($M) among Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$59M
Net Income-$8M
Employer EIN930603212
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Slocum Orthopedics, P.C.)

Sponsor-wide plan assets over time

All Slocum Orthopedics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 25.005588400268515% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $58.9M $73.6M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 268 $59M
2023 1 293 $67M
2024 1 301 $74M

Nearby 401(k) Plans in Oregon

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

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.058854052 · Participants: 268Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Firstsource 401(k) Retirement Plan in KY ($59M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan pulled back noticeably - down 11.3% during 2022, from $66M to $59M. Reported net income was -$8M.
How have Slocum Orthopedics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Slocum Orthopedics, P.C.'s sponsor-wide assets grew 25.0%, from $59M to $74M.
Where does Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan ranks in the 89th 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 Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firstsource 401(k) Retirement Plan in KY ($59M, 4,215 participants).
Which 401(k) plans cover a similar participant headcount to Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcgough Companies 401(k) Plan and Trust in MN (268 participants, $61M 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 930603212.

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.