401(k) · DOL Form 5500 · 2022

Bone & Joint Clinic, S.C. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
248
Participants Below avg headcount
85th
Percentile by assets National rank
$143,486
Avg per participant Near avg balance/head
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Official DOL plan name: Bone & Joint Clinic, S.C. 401(k) Plan · Sponsored by Bone & Joint Clinic, S.C. · Wisconsin · Healthcare & Social Assistance

$36M in assets, 248 participants

Bone & Joint Clinic, S.C.'s Bone & Joint Clinic, S.C. 401(k) Plan reported $36M in total assets and 248 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.

  • #17,473 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Bone & Joint Clinic, S.C. 401(k) Plan covers 248 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $36M.

#17,473
in Healthcare & Social Assistance (20,060 peers)
-10.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bone & Joint Clinic, S.C. 401(k) Plan's outsized position by total assets

Bone & Joint Clinic, S.C. 401(k) Plan vs every filed plan by assets

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

$35,584,538 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

Bone & Joint Clinic, S.C. 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. Bone & Joint Clinic, S.C. 401(k) Plan sits mid-pack in the medium band (248 participants).

DOL schedule card

Filing strip 391130341 · Bone & Joint Clinic, S.C. PY 2022 · 401(k)

Bone & Joint Clinic, S.C. 401(k) Plan · $36M · 248 · 85th

  • PART $36M
  • PART 248
  • PART 85th
  • PART 401(k)
  • PART near Welch Packaging Group, Inc. 401(k) Profit Sharing Plan
  • PART ind #17473

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 Wisconsin →

Bone & Joint Clinic, S.C. 401(k) Plan in the asset neighbourhood

Welch Packaging Group, Inc. 401(k) Profit Sharing PlanWelch Packaging Group, Inc. …$36MMurata Machinery USA, Inc. 401(k) Profit Sharing PlanMurata Machinery USA, Inc. 4…$36MBone & Joint Clinic, S.C. 401(k) PlanBone & Joint Clinic, S.C. 40…$36MColumbus Technologies and Services, Inc. 401(k) Profit Sharing PlanColumbus Technologies and Se…$36MWhite Mountains Retirement PlanWhite Mountains Retirement P…$36M
End-of-year total assets ($M) among Bone & Joint Clinic, S.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$36M
Net Income-$4M
Employer EIN391130341
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bone & Joint Clinic, S.C.)

Sponsor-wide plan assets over time

All Bone & Joint Clinic, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 25.533196468646018% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.6M $44.7M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 248 $36M
2023 1 255 $39M
2024 1 276 $45M

Nearby 401(k) Plans in Wisconsin

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

Bone & Joint Clinic, S.C. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bone & Joint Clinic, S.C. 401(k) Plan, Total assets ($B): 0.035584538 · Participants: 248Bone & Joint Clinic, S.C. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Bone & Joint Clinic, S.C. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bone & Joint Clinic, S.C. 401(k) Plan side-by-side with 3 peers →

Bone & Joint Clinic, S.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Welch Packaging Group, Inc. 401(k) Profit Sharing Plan in IN ($36M); by covered participants it is Emmis Operating Company 401(k) Plan in IN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Bone & Joint Clinic, S.C. 401(k) Plan assets move in 2022? ▼
Bone & Joint Clinic, S.C. 401(k) Plan pulled back noticeably - down 10.4% during 2022, from $40M to $36M. Reported net income was -$4M.
How have Bone & Joint Clinic, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bone & Joint Clinic, S.C.'s sponsor-wide assets grew 25.5%, from $36M to $45M.
Where does Bone & Joint Clinic, S.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bone & Joint Clinic, S.C. 401(k) 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 Bone & Joint Clinic, S.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Welch Packaging Group, Inc. 401(k) Profit Sharing Plan in IN ($36M, 1,053 participants).
Which 401(k) plans cover a similar participant headcount to Bone & Joint Clinic, S.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emmis Operating Company 401(k) Plan in IN (248 participants, $55M 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 391130341.

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.