401(k) · DOL Form 5500 · 2022
Orthopaedics Northeast, PC 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 346
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $238,638
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedics Northeast, PC Profit Sharing Plan · Sponsored by Orthopaedics Northeast, PC · Indiana · Healthcare & Social Assistance
$83M in assets, 346 participants
Orthopaedics Northeast, PC's Orthopaedics Northeast, PC Profit Sharing Plan reported $83M in total assets and 346 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,617 in Healthcare & Social Assistance (20,060 peers)
Where Orthopaedics Northeast, PC Profit Sharing Plan sits by assets
Orthopaedics Northeast, PC Profit Sharing Plan sits in the top 10% of all filed plans by assets, $83M for 346 participants (~$238,638/participant), down 16.5% in 2022.
- #18,617
- in Healthcare & Social Assistance (20,060 peers)
- -16.5%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orthopaedics Northeast, PC Profit Sharing Plan's outsized position by total assets
Orthopaedics Northeast, PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$82,568,594 Top 8% higher than 92% 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
Orthopaedics Northeast, PC 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. Orthopaedics Northeast, PC Profit Sharing Plan sits mid-pack in the medium band (346 participants).
EBSA filing schedule strip
Filing strip 351496097 · Orthopaedics Northeast, PC PY 2022 · 401(k)
Orthopaedics Northeast, PC Profit Sharing Plan · $83M · 346 · 92nd
- PCT $83M
- PCT 346
- PCT 92nd
- PCT 401(k)
- PCT near Houston Refining LP 401(k) and Savings Plan for Represented Employees
- PCT ind #18617
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 Indiana →
Orthopaedics Northeast, PC Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | -$16M |
| Employer EIN | 351496097 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedics Northeast, PC)
Sponsor-wide plan assets over time
All Orthopaedics Northeast, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 26.01659173220268% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 346 | $83M |
| 2023 | 1 | 369 | $97M |
| 2024 | 1 | 347 | $104M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Orthopaedics Northeast, PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Houston Refining LP 401(k) and Savings Plan for Represented Employees in TX ($83M); by covered participants it is The International Companies Savings and Profit Sharing Plan in MO (346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
Similar participant headcount
Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.
- The International Companies Savings and Profit Sharing Plan (MO) 346 · 0 off
- Magnifi Financial 401(k) Plan & Trust (MN) 346 · 0 off
- American First Finance (TX) 346 · 0 off
- Praxis Engineering Technologies, Inc. 401(k) Plan (VA) 346 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.