401(k)
2022 plan-year 401(k) DOL Form 5500

Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Advanced Orthopedics of Oklahoma, PLLC · Oklahoma · Healthcare & Social Assistance

What the 2023 filing shows

Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan holds $64M for 200 participants — about $320,123 per participant, down 15.0% over the 2022 plan year.

$64M
total plan assets (2022 EOY)
200
covered participants
$320,123
avg assets per participant
-15.0%
assets change YoY

The plan reported a net loss of $11M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$64M
Participants
200
State
Industry
Healthcare & Social Assistance

What the Filing Says About Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan

Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan is a 401(k) retirement plan sponsored by Advanced Orthopedics of Oklahoma, PLLC, headquartered in Oklahoma. As of the 2022 Form 5500 filing, the plan reports $64M in total end-of-year assets and covers 200 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 813249663, and the plan has been effective since 1973-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $75M at the beginning of 2022 to $64M at year-end — a decline of 15.0%. Net assets (after liabilities) closed the year at $64M, with reported net income of $-11,338,764 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$75M
Total Assets (End of Year)$64M
Net Assets (End of Year)$64M
Net Income$-11,338,764
Plan Type401(k)
Employer EIN813249663
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Orthopedics of Oklahoma, PLLC)

Year Plans Participants Total Assets
2022 1 200 $64M
2023 1 203 $71M
2024 1 206 $70M

Nearby 401(k) Plans in Oklahoma

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Frequently Asked Questions

How much money is in the Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan?
As of the 2022 Form 5500 filing, Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan holds $64M in total assets with 200 participants. It is sponsored by Advanced Orthopedics of Oklahoma, PLLC.
What type of plan is Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan?
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan is a 401(k) plan. It has been effective since 1973-01-01. The plan is filed with the U.S. Department of Labor under EIN 813249663.
Who sponsors the Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan?
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan is sponsored by Advanced Orthopedics of Oklahoma, PLLC, located in Oklahoma. The sponsor's EIN is 813249663 and the plan operates in the Healthcare & Social Assistance industry.
How did Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan perform in 2022?
Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan declined by 15.0% during 2022, moving from $75M to $64M in total assets. Net income was $-11,338,764.
Where can I find official filings for Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan?
Official Form 5500 filings for Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 813249663 or plan name at efast.dol.gov.
How does Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan compare to other plans?
You can compare Advanced Orthopedics of Oklahoma, PLLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 813249663.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.