401(k) · DOL Form 5500 · 2022

American Academy of Orthopedic Surgeons 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
209
Participants Below avg headcount
85th
Percentile by assets National rank
$178,869
Avg per participant Above avg balance/head
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Official DOL plan name: Aaos Retirement Plan · Sponsored by American Academy of Orthopedic Surgeons · Illinois · Other Services

$37M in assets, 209 participants

American Academy of Orthopedic Surgeons's Aaos Retirement Plan reported $37M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,818 in Other Services (8,398 peers)

Coverage in Illinois

Aaos Retirement Plan covers 209 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $37M.

#7,818
in Other Services (8,398 peers)
-15.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aaos Retirement Plan's outsized position by total assets

Aaos Retirement Plan vs every filed plan by assets

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

$37,383,721 Top 15% higher than 85% 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

Aaos Retirement 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. Aaos Retirement Plan sits mid-pack in the medium band (209 participants).

Form 5500 schedule snapshot

Filing strip 362110592 · American Academy of Orthopedic Surgeons PY 2022 · 401(k)

Aaos Retirement Plan · $37M · 209 · 85th

  • VS-ST $37M
  • BOY 209
  • SCH 85th
  • EBSA 401(k)
  • PART near Drmp, Inc. 401(k) & Profit Sharing Plan
  • TYPE ind #7818

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 Other Services retirement plans → · Plans in Illinois →

Aaos Retirement Plan in the asset neighbourhood

Alku 401(k) Plan$37MAnders Minkler Huber & Helm LLP 401(k) Savings PlanAnders Minkler Huber & Helm …$37MAaos Retirement Plan$37MDrmp, Inc. 401(k) & Profit Sharing PlanDrmp, Inc. 401(k) & Profit S…$37MOnelegacy 403(b) Retirement PlanOnelegacy 403(b) Retirement …$37M
End-of-year total assets ($M) among Aaos Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$37M
Net Income-$7M
Employer EIN362110592
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Academy of Orthopedic Surgeons)

Sponsor-wide plan assets over time

All American Academy of Orthopedic Surgeons plans reported in each filing year

Latest sponsor-wide plan assets
$51M 36.50569990076697% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.4M $51M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 209 $37M
2023 1 207 $44M
2024 1 213 $51M

Nearby 401(k) Plans in Illinois

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

Aaos Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Aaos Retirement Plan, Total assets ($B): 0.037383721 · Participants: 209Aaos Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Aaos Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Aaos Retirement Plan side-by-side with 3 peers →

Aaos Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Drmp, Inc. 401(k) & Profit Sharing Plan in FL ($37M); by covered participants it is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Aaos Retirement Plan assets move in 2022? ▼
Aaos Retirement Plan declined sharply - down 15.3% during 2022, from $44M to $37M. Reported net income was -$7M.
How have American Academy of Orthopedic Surgeons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Academy of Orthopedic Surgeons's sponsor-wide assets grew 36.5%, from $37M to $51M.
Where does Aaos Retirement Plan rank by assets among Form 5500 filers? ▼
Aaos Retirement Plan ranks in the 85th 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 Aaos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Drmp, Inc. 401(k) & Profit Sharing Plan in FL ($37M, 497 participants).
Which 401(k) plans cover a similar participant headcount to Aaos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 participants, N/A 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 362110592.

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.