401(k) · DOL Form 5500 · 2022

Orthopaedic Associates of Wisconsin, S.C. 401(k) Plan

Data updated 2026-08-11

$39M
Total assets
180
Participants
86th
Percentile by assets
$216,852
Avg per participant
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Official DOL plan name: Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan · Sponsored by Orthopaedic Associates of Wisconsin, S.C. · Wisconsin · Healthcare & Social Assistance

$39M in assets, 180 participants

Orthopaedic Associates of Wisconsin, S.C.'s Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan reported $39M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #17,644 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan covers 180 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $39M.

$39M
total plan assets (2022 EOY)
180
covered participants
86th
percentile by assets (of 139,126 plans)
$216,852
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan sits by total assets

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan vs every filed plan by assets

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

$39,033,380 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Wisconsin
Industry
Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan reports 180 participants - about 32% of that state average ($39M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$39M
Net Income-$5M
Employer EIN391101566
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Associates of Wisconsin, S.C.)

$50M$60M$70M$80M$90M 202220232024 $60.1M $81.6M ▲ +35.8%
Total plan assets by year, all Orthopaedic Associates of Wisconsin, S.C. plans on file
Year Plans Participants Total Assets
2022 2 325 $60M
2023 2 343 $71M
2024 2 360 $82M

Nearby 401(k) Plans in Wisconsin

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

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Orthopaedic Associat…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …Nm Employee Savings …
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Orthopaedic Associates of Wisconsin, S. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan assets move in 2022? ▼
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan pulled back noticeably - down 12.3% during 2022, from $44M to $39M. Reported net income was -$5M.
How have Orthopaedic Associates of Wisconsin, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates of Wisconsin, S.C.'s sponsor-wide assets grew 35.8%, from $60M to $82M.
Where does Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan ranks in the 86th 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 Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Thermal Services, Inc. Profit Sharing & Retirement Plan in OH ($39M, 190 participants).

Next read for Orthopaedic Associates of Wisconsin, S. …

Filing takeaways

Ways to act on Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan's numbers.

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 391101566.

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.