Other · DOL Form 5500 · 2022

Orthopaedics and Arthroscopic Insti Tute, P.S.C. Retirement Plan

Data updated 2026-08-25

$189K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$188,564
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedics and Arthroscopic Institute Retirement Plan · Sponsored by Orthopaedics and Arthroscopic Insti Tute, P.S.C. · Puerto Rico · Healthcare & Social Assistance

$189K in assets, 1 participants

Orthopaedics and Arthroscopic Insti Tute, P.S.C.'s Orthopaedics and Arthroscopic Institute Retirement Plan reported $189K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,386 in Healthcare & Social Assistance (20,060 peers)

Orthopaedics and Arthroscopic Insti Tute, P.S.C. multi-year trail

Orthopaedics and Arthroscopic Insti Tute, P.S.C.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Orthopaedics and Arthroscopic Institute Retirement Plan at $189K / 1 participant.

#1,386
in Healthcare & Social Assistance (20,060 peers)
-19.3%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopaedics and Arthroscopic Institute Retirement Plan among the smaller filed plans by assets

Orthopaedics and Arthroscopic Institute Retirement Plan vs every filed plan by assets

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

$188,564 10th percentile higher than 10% 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

Orthopaedics and Arthroscopic Institute Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopaedics and Arthroscopic Institute Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 660803085 · Orthopaedics and Arthroscopic Insti Tute, P.S.C. PY 2022 · Other

Orthopaedics and Arthroscopic Institute Retirement Plan · $189K · 1 · 10th

  • PCT $189K
  • EIN 1
  • RANK 10th
  • PHOTO Other
  • IND near Family Planning Council of Iowa Employee Retirement Plan
  • EOY ind #1386

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 Puerto Rico →

Orthopaedics and Arthroscopic Institute Retirement Plan in the asset neighbourhood

Orthopaedics and Arthroscopic Institute Retirement PlanOrthopaedics and Arthroscopi…$189KFamily Planning Council of Iowa Employee Retirement PlanFamily Planning Council of I…$188KHarrison Edwards, Inc. Profit Sharing PlanHarrison Edwards, Inc. Profi…$188KPartners for Education and Business, Inc. 403(b) DPartners for Education and B…$187KChinese Mutual Aid Association 403(b) PlanChinese Mutual Aid Associati…$186K
End-of-year total assets ($M) among Orthopaedics and Arthroscopic Institute Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Orthopaedics and Arthroscopic Insti Tute, P.S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Orthopaedics and Arthroscopic Insti Tute, P.S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$238K 26.48119471373115% vs 2022
2024 filing year
$0.18M$0.2M$0.22M$0.24M$0.26M 202220232024 $0.19M $0.24M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 1 $189K
2023 1 1 $215K
2024 1 1 $238K

Orthopaedics and Arthroscopic Insti Tute, P.S.C. filing trail (2022)

Total Assets (Beginning of Year)$234K
Net Assets (End of Year)$189K
Net Income-$45K
Employer EIN660803085
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Puerto Rico

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

Orthopaedics and Arthroscopic Institute Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080100 Total assets ($M) Participants Orthopaedics and Arthroscopic Institute Retirement Plan, Total assets ($M): 0.188564 · Participants: 1Orthopaedics and Arthroscopic Institute Retirement PlanEvertec Group, LLC Savings & Investment Plan Savings and Investment Plan, Total assets ($M): 84.797751 · Participants: 1287Evertec Group, LLC Savings & Investment Plan Savings and Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 58.71303 · Participants: 692Bd Savings Plan for Puerto Rico EmployeesThe Eaton Puerto Rico Retirement Savings Plan, Total assets ($M): 54.286487 · Participants: 1415The Eaton Puerto Rico Retirement Savings PlanUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, Total assets ($M): 21.354388 · Participants: 209Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanRetirement Plan of Henkel Puerto Rico, Inc., Total assets ($M): 16.251075 · Participants: 196Retirement Plan of Henkel Puerto Rico, Inc.
Orthopaedics and Arthroscopic Institute Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Orthopaedics and Arthroscopic Institute Retirement Plan side-by-side with 3 peers →

Orthopaedics and Arthroscopic Institute Retirement Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Family Planning Council of Iowa Employee Retirement Plan in IA ($188K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Orthopaedics and Arthroscopic Institute Retirement Plan assets move in 2022? ▼
Orthopaedics and Arthroscopic Institute Retirement Plan declined sharply - down 19.3% during 2022, from $234K to $189K. Reported net income was -$45K.
How have Orthopaedics and Arthroscopic Insti Tute, P.S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedics and Arthroscopic Insti Tute, P.S.C.'s sponsor-wide assets grew 26.5%, from $189K to $238K.
Where does Orthopaedics and Arthroscopic Institute Retirement Plan rank by assets among Form 5500 filers? ▼
Orthopaedics and Arthroscopic Institute Retirement Plan ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Orthopaedics and Arthroscopic Institute Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Family Planning Council of Iowa Employee Retirement Plan in IA ($188K, 7 participants).
Which Other plans cover a similar participant headcount to Orthopaedics and Arthroscopic Institute Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 660803085.

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.