401(k) · DOL Form 5500 · 2022

Orthopedic Surgeons of Wisconsin, S.C. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
99
Participants Small participant base
81st
Percentile by assets National rank
$270,794
Avg per participant High balance/head
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Official DOL plan name: Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan · Sponsored by Orthopedic Surgeons of Wisconsin, S.C. · Wisconsin · Healthcare & Social Assistance

$27M in assets, 99 participants

Orthopedic Surgeons of Wisconsin, S.C.'s Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan reported $27M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,891 in Healthcare & Social Assistance (20,060 peers)

Where Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan sits by assets

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 99 participants (~$270,794/participant), down 8.9% in 2022.

#16,891
in Healthcare & Social Assistance (20,060 peers)
-8.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan's outsized position by total assets

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan vs every filed plan by assets

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

$26,808,607 Top 19% higher than 81% 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

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan is a small filing (99 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 200217581 · Orthopedic Surgeons of Wisconsin, S.C. PY 2022 · 401(k)

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan · $27M · 99 · 81st

  • PART $27M
  • TYPE 99
  • NET 81st
  • BOOK 401(k)
  • VS-ST near Meriwest Credit Union 401(k) Plan
  • BOY ind #16891

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 →

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan in the asset neighbourhood

Orthopedic Surgeons of Wisconsin, S.C. Retirement PlanOrthopedic Surgeons of Wisco…$27MMeriwest Credit Union 401(k) PlanMeriwest Credit Union 401(k)…$27MCelonis, Inc. 401(k) Plan$27MTiffany & Bosco, P.a. Profit Sharing 401(k) PlanTiffany & Bosco, P.a. Profit…$27MXtek Inc Employee Savings PlanXtek Inc Employee Savings Pl…$27M
End-of-year total assets ($M) among Orthopedic Surgeons of Wisconsin, S.C. 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)$29M
Net Assets (End of Year)$27M
Net Income-$3M
Employer EIN200217581
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Surgeons of Wisconsin, S.C.)

Sponsor-wide plan assets over time

All Orthopedic Surgeons of Wisconsin, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 26.860713053833795% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.8M $34M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 99 $27M
2023 1 101 $31M
2024 1 108 $34M

Nearby 401(k) Plans in Wisconsin

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

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan, Total assets ($B): 0.026808607 · Participants: 99Orthopedic Surgeons of Wisconsin, S.C. Retirement 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
Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan side-by-side with 3 peers →

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Meriwest Credit Union 401(k) Plan in CA ($27M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan assets move in 2022? ▼
Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan pulled back noticeably - down 8.9% during 2022, from $29M to $27M. Reported net income was -$3M.
How have Orthopedic Surgeons of Wisconsin, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Surgeons of Wisconsin, S.C.'s sponsor-wide assets grew 26.9%, from $27M to $34M.
Where does Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan rank by assets among Form 5500 filers? ▼
Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan ranks in the 81st 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 Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meriwest Credit Union 401(k) Plan in CA ($27M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M 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 200217581.

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.