Profit Sharing · DOL Form 5500 · 2022

University Orthopaedic Services Inc Profit Sharing Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
267
Participants Below avg headcount
88th
Percentile by assets National rank
$183,982
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University Orthopaedic Services, Inc. Retirement Plan · Sponsored by University Orthopaedic Services Inc · New York · Healthcare & Social Assistance

$49M in assets, 267 participants

University Orthopaedic Services Inc's University Orthopaedic Services, Inc. Retirement Plan reported $49M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,001 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

University Orthopaedic Services, Inc. Retirement Plan covers 267 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $49M.

#18,001
in Healthcare & Social Assistance (20,060 peers)
-12.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University Orthopaedic Services, Inc. Retirement Plan's outsized position by total assets

University Orthopaedic Services, Inc. Retirement Plan vs every filed plan by assets

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

$49,123,244 Top 12% higher than 88% 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

University Orthopaedic Services, Inc. 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. University Orthopaedic Services, Inc. Retirement Plan sits mid-pack in the medium band (267 participants).

EBSA filing schedule strip

Filing strip 161406947 · University Orthopaedic Services Inc PY 2022 · Profit Sharing

University Orthopaedic Services, Inc. Retirement Plan · $49M · 267 · 88th

  • 5500 $49M
  • 5500 267
  • 5500 88th
  • 5500 Profit Sharing
  • 5500 near International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund
  • 5500 ind #18001

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 New York →

University Orthopaedic Services, Inc. Retirement Plan in the asset neighbourhood

Triple-S Retirement & Savings PlanTriple-S Retirement & Saving…$49MUniversity Orthopaedic Services, Inc. Retirement PlanUniversity Orthopaedic Servi…$49MInternational Union of Operating Engineers Local 501 Individual Account Plan Trust FundInternational Union of Opera…$49MOperative Plasterers Local No. 7 Pension FundOperative Plasterers Local N…$49MPrudential Lighting Profit Sharing Plan and TrustPrudential Lighting Profit S…$49M
End-of-year total assets ($M) among University Orthopaedic Services, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$49M
Net Income-$7M
Employer EIN161406947
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Orthopaedic Services Inc)

Sponsor-wide plan assets over time

All University Orthopaedic Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$70M 42.06360434990816% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.1M $69.8M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 267 $49M
2023 1 270 $59M
2024 1 303 $70M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

University Orthopaedic Services, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants University Orthopaedic Services, Inc. Retirement Plan, Total assets ($B): 0.049123244 · Participants: 267University Orthopaedic Services, Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
University Orthopaedic Services, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare University Orthopaedic Services, Inc. Retirement Plan side-by-side with 3 peers →

University Orthopaedic Services, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund in CA ($49M); by covered participants it is Rent-a-Center East, Inc. Retirement Savings Plan for Puerto Rico Employees in TX (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 University Orthopaedic Services, Inc. Retirement Plan assets move in 2022? ▼
University Orthopaedic Services, Inc. Retirement Plan pulled back noticeably - down 12.2% during 2022, from $56M to $49M. Reported net income was -$7M.
How have University Orthopaedic Services Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Orthopaedic Services Inc's sponsor-wide assets grew 42.1%, from $49M to $70M.
Where does University Orthopaedic Services, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
University Orthopaedic Services, Inc. Retirement Plan ranks in the 88th 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 Profit Sharing plans are similar in size to University Orthopaedic Services, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund in CA ($49M, 4,435 participants).
Which Profit Sharing plans cover a similar participant headcount to University Orthopaedic Services, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rent-a-Center East, Inc. Retirement Savings Plan for Puerto Rico Employees in TX (267 participants, $4M 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 161406947.

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.