401(k) · DOL Form 5500 · 2022

Orthopedic Specialists of North America, PLLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
573
Participants Below avg headcount
90th
Percentile by assets National rank
$105,989
Avg per participant Below avg balance/head
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Official DOL plan name: Orthoarizona Retirement Plan · Sponsored by Orthopedic Specialists of North America, PLLC · Arizona · Healthcare & Social Assistance

$61M in assets, 573 participants

Orthopedic Specialists of North America, PLLC's Orthoarizona Retirement Plan reported $61M in total assets and 573 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,270 in Healthcare & Social Assistance (20,060 peers)

Where Orthoarizona Retirement Plan sits by assets

Orthoarizona Retirement Plan sits in the top 10% of all filed plans by assets, $61M for 573 participants (~$105,989/participant), down 8.4% in 2022.

#18,270
in Healthcare & Social Assistance (20,060 peers)
-8.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthoarizona Retirement Plan's outsized position by total assets

Orthoarizona Retirement Plan vs every filed plan by assets

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

$60,731,593 Top 10% higher than 90% 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

Orthoarizona 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. Orthoarizona Retirement Plan sits mid-pack in the medium band (573 participants).

DOL schedule card

Filing strip 260152289 · Orthopedic Specialists of North America, PLLC PY 2022 · 401(k)

Orthoarizona Retirement Plan · $61M · 573 · 90th

  • SCH $61M
  • EBSA 573
  • PART 90th
  • TYPE 401(k)
  • NET near Prometric 401(k) Plan
  • BOOK ind #18270

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 Arizona →

Orthoarizona Retirement Plan in the asset neighbourhood

R. J. Corman Savings Retirement PlanR. J. Corman Savings Retirem…$61MGreenleaf Trust 401(k) Plan$61MPrometric 401(k) Plan$61MOrthoarizona Retirement Plan$61MFreepoint Commodities LLC 401(k) PlanFreepoint Commodities LLC 40…$61M
End-of-year total assets ($M) among Orthoarizona Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$61M
Net Income-$6M
Employer EIN260152289
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Specialists of North America, PLLC)

Sponsor-wide plan assets over time

All Orthopedic Specialists of North America, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 48.474409357251666% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $60.7M $90.2M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 573 $61M
2023 1 797 $78M
2024 1 824 $90M

Nearby 401(k) Plans in Arizona

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

Orthoarizona Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Orthoarizona Retirement Plan, Total assets ($B): 0.060731593 · Participants: 573Orthoarizona Retirement PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Orthoarizona Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Orthoarizona Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Prometric 401(k) Plan in MD ($61M); by covered participants it is Strattec Security Corporation Employee Savings and Investment Plan in WI (573 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (573 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 Orthoarizona Retirement Plan assets move in 2022? ▼
Orthoarizona Retirement Plan pulled back noticeably - down 8.4% during 2022, from $66M to $61M. Reported net income was -$6M.
How have Orthopedic Specialists of North America, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Specialists of North America, PLLC's sponsor-wide assets grew 48.5%, from $61M to $90M.
Where does Orthoarizona Retirement Plan rank by assets among Form 5500 filers? ▼
Orthoarizona Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthoarizona Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prometric 401(k) Plan in MD ($61M, 1,239 participants).
Which 401(k) plans cover a similar participant headcount to Orthoarizona Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Strattec Security Corporation Employee Savings and Investment Plan in WI (573 participants, $88M 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 260152289.

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.