401(k) · DOL Form 5500 · 2022

Oliver Stanbery Orthopedics, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
93
Participants Small participant base
54th
Percentile by assets National rank
$62,666
Avg per participant Low balance/head
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Official DOL plan name: Zimmer Biomet Oliver Stanbery 401(k) Plan · Sponsored by Oliver Stanbery Orthopedics, LLC · Kentucky · Healthcare & Social Assistance

$6M in assets, 93 participants

Oliver Stanbery Orthopedics, LLC's Zimmer Biomet Oliver Stanbery 401(k) Plan reported $6M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #11,937 in Healthcare & Social Assistance (20,060 peers)

Oliver Stanbery Orthopedics, LLC multi-year trail

Oliver Stanbery Orthopedics, LLC's plans moved +74.7% in assets from 2022 to 2024; this filing shows Zimmer Biomet Oliver Stanbery 401(k) Plan at $6M / 93 participants.

#11,937
in Healthcare & Social Assistance (20,060 peers)
-7.4%
assets change YoY

The plan reported a net loss of $468K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zimmer Biomet Oliver Stanbery 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Zimmer Biomet Oliver Stanbery 401(k) Plan vs every filed plan by assets

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

$5,827,963 Top 46% higher than 54% 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

Zimmer Biomet Oliver Stanbery 401(k) 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. Zimmer Biomet Oliver Stanbery 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

DOL schedule card

Filing strip 474913914 · Oliver Stanbery Orthopedics, LLC PY 2022 · 401(k)

Zimmer Biomet Oliver Stanbery 401(k) Plan · $6M · 93 · 54th

  • EBSA $6M
  • EBSA 93
  • EBSA 54th
  • EBSA 401(k)
  • EBSA near Qualitylogic, Inc. 401(k) Savings Plan
  • EBSA ind #11937

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 Kentucky →

Zimmer Biomet Oliver Stanbery 401(k) Plan in the asset neighbourhood

Zimmer Biomet Oliver Stanbery 401(k) PlanZimmer Biomet Oliver Stanber…$6MQualitylogic, Inc. 401(k) Savings PlanQualitylogic, Inc. 401(k) Sa…$6MCheyenne Women's Clinic 401(k) Profit Sharing PlanCheyenne Women's Clinic 401(…$6MAda Technologies 401(k) Retirement Savings PlanAda Technologies 401(k) Reti…$6MPfb America Corporation 401(k) PlanPfb America Corporation 401(…$6M
End-of-year total assets ($M) among Zimmer Biomet Oliver Stanbery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oliver Stanbery Orthopedics, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oliver Stanbery Orthopedics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 74.73369340196567% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.83M $10.2M ▲ +74.6%
Year Plans Participants Total Assets
2022 1 93 $6M
2023 1 137 $8M
2024 1 142 $10M

Oliver Stanbery Orthopedics, LLC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$468K
Employer EIN474913914
Plan Effective Date2015-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Zimmer Biomet Oliver Stanbery 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Zimmer Biomet Oliver Stanbery 401(k) Plan, Total assets ($B): 0.005827963 · Participants: 93Zimmer Biomet Oliver Stanbery 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Zimmer Biomet Oliver Stanbery 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Zimmer Biomet Oliver Stanbery 401(k) Plan side-by-side with 3 peers →

Zimmer Biomet Oliver Stanbery 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Qualitylogic, Inc. 401(k) Savings Plan in ID ($6M); by covered participants it is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Zimmer Biomet Oliver Stanbery 401(k) Plan assets move in 2022? ▼
Zimmer Biomet Oliver Stanbery 401(k) Plan pulled back noticeably - down 7.4% during 2022, from $6M to $6M. Reported net income was -$468K.
How have Oliver Stanbery Orthopedics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oliver Stanbery Orthopedics, LLC's sponsor-wide assets grew 74.7%, from $6M to $10M.
Which 401(k) plans are similar in size to Zimmer Biomet Oliver Stanbery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qualitylogic, Inc. 401(k) Savings Plan in ID ($6M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Zimmer Biomet Oliver Stanbery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants, $332K 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 474913914.

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.