401(k) · DOL Form 5500 · 2022

Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
111
Participants Small participant base
75th
Percentile by assets National rank
$151,785
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan · Sponsored by Orthopedic & Sports Institute of the Fox Valley Sc · Wisconsin · Healthcare & Social Assistance

$17M in assets, 111 participants

Orthopedic & Sports Institute of the Fox Valley Sc's Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan reported $17M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,804 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan covers 111 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#15,804
in Healthcare & Social Assistance (20,060 peers)
+29.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan's outsized position by total assets

Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,848,117 Top 25% higher than 75% 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 & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing 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 & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan sits mid-pack in the medium band (111 participants).

EBSA filing schedule strip

Filing strip 161625172 · Orthopedic & Sports Institute of the Fox Valley Sc PY 2022 · 401(k)

Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan · $17M · 111 · 75th

  • EOY $17M
  • EOY 111
  • EOY 75th
  • EOY 401(k)
  • EOY near Telit North America 401(k) Plan
  • EOY ind #15804

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 & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan in the asset neighbourhood

Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing PlanOrthopedic & Sports Institut…$17MTelit North America 401(k) PlanTelit North America 401(k) P…$17MGarrett Transportation I, Inc. 401(k) PlanGarrett Transportation I, In…$17MSletten, Inc. 401 (K) Profit Sharing Plan & TrustSletten, Inc. 401 (K) Profit…$17MClise Agency, Inc. 401(k) Profit Sharing PlanClise Agency, Inc. 401(k) Pr…$17M
End-of-year total assets ($M) among Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN161625172
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic & Sports Institute of the Fox Valley Sc)

Sponsor-wide plan assets over time

All Orthopedic & Sports Institute of the Fox Valley Sc plans reported in each filing year

Latest sponsor-wide plan assets
$25M 51.25636295142062% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $25.5M ▲ +51.2%
Year Plans Participants Total Assets
2022 1 111 $17M
2023 1 96 $22M
2024 1 87 $25M

Nearby 401(k) Plans in Wisconsin

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

Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan, Total assets ($B): 0.016848117 · Participants: 111Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing 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 & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Telit North America 401(k) Plan in NC ($17M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan assets move in 2022? ▼
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan grew sharply - up 29.0% during 2022, from $13M to $17M. Reported net income was $4M.
How have Orthopedic & Sports Institute of the Fox Valley Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic & Sports Institute of the Fox Valley Sc's sponsor-wide assets grew 51.3%, from $17M to $25M.
Where does Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan ranks in the 75th 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 & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Telit North America 401(k) Plan in NC ($17M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 161625172.

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.