401(k) · DOL Form 5500 · 2022
Orthoalliance Mso, LLC 401(k) Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 859
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $121,143
- Avg per participant Near avg balance/head
Official DOL plan name: Orthoalliance 401(k) Plan · Sponsored by Orthoalliance Mso, LLC · Ohio · Healthcare & Social Assistance
$104M in assets, 859 participants
Orthoalliance Mso, LLC's Orthoalliance 401(k) Plan reported $104M in total assets and 859 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,850 in Healthcare & Social Assistance (20,060 peers)
Where Orthoalliance 401(k) Plan sits by assets
Orthoalliance 401(k) Plan sits in the top 10% of all filed plans by assets, $104M for 859 participants (~$121,143/participant), up 34.3% in 2022.
- #18,850
- in Healthcare & Social Assistance (20,060 peers)
- +34.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Orthoalliance 401(k) Plan's outsized position by total assets
Orthoalliance 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$104,062,061 Top 7% higher than 93% 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
Orthoalliance 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. Orthoalliance 401(k) Plan sits mid-pack in the medium band (859 participants).
Published 5500 schedule card
Filing strip 311483173 · Orthoalliance Mso, LLC PY 2022 · 401(k)
Orthoalliance 401(k) Plan · $104M · 859 · 93rd
- NET $104M
- NET 859
- NET 93rd
- NET 401(k)
- NET near Huntsworth Group, Inc. USA 401(k) Plan
- NET ind #18850
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 →
Orthoalliance 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | $2M |
| Employer EIN | 311483173 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthoalliance Mso, LLC)
Sponsor-wide plan assets over time
All Orthoalliance Mso, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $184M 76.58786135323612% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 859 | $104M |
| 2023 | 1 | 1,823 | $184M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Orthoalliance 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Huntsworth Group, Inc. USA 401(k) Plan in PA ($104M); by covered participants it is Florexpo, LLC./ Kendal Floral 401(k) Plan in CA (859 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
Similar participant headcount
Nearest other-state filings by covered participants (859 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.