401(k) · DOL Form 5500 · 2022

Orthopedic Associates of Sw Ohio Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
145
Participants Small participant base
81st
Percentile by assets National rank
$177,661
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan · Sponsored by Orthopedic Associates of Sw Ohio Inc. · Ohio · Healthcare & Social Assistance

$26M in assets, 145 participants

Orthopedic Associates of Sw Ohio Inc.'s Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan reported $26M in total assets and 145 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.

  • #16,801 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan covers 145 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $26M.

#16,801
in Healthcare & Social Assistance (20,060 peers)
-10.2%
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 Associates of Sw Ohio Inc Profit Sharing 401(k) Plan's outsized position by total assets

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan vs every filed plan by assets

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

$25,760,853 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 Associates of Sw Ohio Inc Profit Sharing 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. Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan sits mid-pack in the medium band (145 participants).

Published 5500 schedule card

Filing strip 262292026 · Orthopedic Associates of Sw Ohio Inc. PY 2022 · 401(k)

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan · $26M · 145 · 81st

  • BOOK $26M
  • BOOK 145
  • BOOK 81st
  • BOOK 401(k)
  • BOOK near Magnesium Products of America, Inc. Retirement Savings Plan
  • BOOK ind #16801

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 Ohio →

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan in the asset neighbourhood

Vep Healthcare, Inc. 401(k) & Profit Sharing PlanVep Healthcare, Inc. 401(k) …$26MOrthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) PlanOrthopedic Associates of Sw …$26MMagnesium Products of America, Inc. Retirement Savings PlanMagnesium Products of Americ…$26MAbercrombie Radiological Consultants, Inc. 401(k) PlanAbercrombie Radiological Con…$26MThe Greenery, Inc. Employee Stock Ownership and 401(k) PlanThe Greenery, Inc. Employee …$26M
End-of-year total assets ($M) among Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN262292026
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Associates of Sw Ohio Inc.)

Sponsor-wide plan assets over time

All Orthopedic Associates of Sw Ohio Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 32.17799503766432% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.8M $34.1M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 145 $26M
2023 1 153 $30M
2024 1 164 $34M

Nearby 401(k) Plans in Ohio

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

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan, Total assets ($B): 0.025760853 · Participants: 145Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan side-by-side with 3 peers →

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Magnesium Products of America, Inc. Retirement Savings Plan in MI ($26M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Associates of Sw Ohio Inc Profit Sharing 401(k) Plan assets move in 2022? ▼
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan pulled back noticeably - down 10.2% during 2022, from $29M to $26M. Reported net income was -$3M.
How have Orthopedic Associates of Sw Ohio Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Associates of Sw Ohio Inc.'s sponsor-wide assets grew 32.2%, from $26M to $34M.
Where does Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) 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 Associates of Sw Ohio Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magnesium Products of America, Inc. Retirement Savings Plan in MI ($26M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants, N/A 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 262292026.

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.