401(k) · DOL Form 5500 · 2022

First State Orthopaedics, P.a. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
416
Participants Below avg headcount
89th
Percentile by assets National rank
$138,036
Avg per participant Near avg balance/head
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Official DOL plan name: First State Orthopaedics, P.a. 401(k) Profit Sharing Plan · Sponsored by First State Orthopaedics, P.a. · Delaware · Healthcare & Social Assistance

$57M in assets, 416 participants

First State Orthopaedics, P.a.'s First State Orthopaedics, P.a. 401(k) Profit Sharing Plan reported $57M in total assets and 416 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,197 in Healthcare & Social Assistance (20,060 peers)

Where First State Orthopaedics, P.a. 401(k) Profit Sharing Plan sits by assets

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $57M for 416 participants (~$138,036/participant), down 18.0% in 2022.

#18,197
in Healthcare & Social Assistance (20,060 peers)
-18.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$57,423,139 Top 11% higher than 89% 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

First State Orthopaedics, P.a. 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. First State Orthopaedics, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (416 participants).

Form 5500 schedule snapshot

Filing strip 510297303 · First State Orthopaedics, P.a. PY 2022 · 401(k)

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan · $57M · 416 · 89th

  • VS-ST $57M
  • VS-ST 416
  • VS-ST 89th
  • VS-ST 401(k)
  • VS-ST near Farmers Mutual 401(k) Savings Plan
  • VS-ST ind #18197

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 Delaware →

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

First State Orthopaedics, P.a. 401(k) Profit Sharing PlanFirst State Orthopaedics, P.…$57MFarmers Mutual 401(k) Savings PlanFarmers Mutual 401(k) Saving…$57MC.W. Matthews Contracting Company, Inc. 401(k) PlanC.W. Matthews Contracting Co…$57MCapspecialty, Inc. 401(k) PlanCapspecialty, Inc. 401(k) Pl…$57MNational Life Insurance Company Agents Retirement PlanNational Life Insurance Comp…$57M
End-of-year total assets ($M) among First State Orthopaedics, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$57M
Net Income-$13M
Employer EIN510297303
Plan Effective Date1986-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Orthopaedics, P.a.)

Sponsor-wide plan assets over time

All First State Orthopaedics, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 36.43094119253912% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.4M $78.3M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 416 $57M
2023 1 419 $69M
2024 1 476 $78M

Nearby 401(k) Plans in Delaware

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

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants First State Orthopaedics, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.057423139 · Participants: 416First State Orthopaedics, P.a. 401(k) Profit Sharing PlanRetirement Savings Plan, Total assets ($B): 6.556844337 · Participants: 9866Retirement Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 6.080434696 · Participants: 13301Astrazeneca Savings and Security PlanDupont Retirement Savings Plan, Total assets ($B): 2.963536374 · Participants: 11033Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.437172534 · Participants: 7952Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.201689819 · Participants: 1887Ashland Employee Savings Plan
First State Orthopaedics, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare First State Orthopaedics, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Farmers Mutual 401(k) Savings Plan in NE ($57M); by covered participants it is H. C. Starck Inc. Savings and Retirement Plan in MA (416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (416 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 First State Orthopaedics, P.a. 401(k) Profit Sharing Plan assets move in 2022? ▼
First State Orthopaedics, P.a. 401(k) Profit Sharing Plan declined sharply - down 18.0% during 2022, from $70M to $57M. Reported net income was -$13M.
How have First State Orthopaedics, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Orthopaedics, P.a.'s sponsor-wide assets grew 36.4%, from $57M to $78M.
Where does First State Orthopaedics, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
First State Orthopaedics, P.a. 401(k) Profit Sharing Plan ranks in the 89th 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 First State Orthopaedics, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmers Mutual 401(k) Savings Plan in NE ($57M, 302 participants).
Which 401(k) plans cover a similar participant headcount to First State Orthopaedics, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H. C. Starck Inc. Savings and Retirement Plan in MA (416 participants, $129M 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 510297303.

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.