401(k) · DOL Form 5500 · 2022
First State Orthopaedics, P.a. 401(k) Plan
Data updated 2026-08-11
- $57M
- Total assets
- 416
- Participants
- 89th
- Percentile by assets
- $138,036
- Avg per participant
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.
- 89th percentile by assets (of 139,126 plans)
- #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.
- $57M
- total plan assets (2022 EOY)
- 416
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $138,036
- avg assets per participant
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 vs the 2022 asset distribution
By assets, First State Orthopaedics, P.a. 401(k) Profit Sharing Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$13M |
| Employer EIN | 510297303 |
| Plan Effective Date | 1986-11-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First State Orthopaedics, P.a.)
| 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
- Retirement Savings Plan $6.6B · 9,866
- Astrazeneca Savings and Security Plan $6.1B · 13,301
- Dupont Retirement Savings Plan $3.0B · 11,033
- Wl Gore & Associates, Inc. 401(k) Plan $1.4B · 7,952
- Ashland Employee Savings Plan $1.2B · 1,887
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to First State Orthopaedics, P.a. 401(k) Profit Sharing Plan by total assets, not by location.
- Farmers Mutual 401(k) Savings Plan (NE) $57M · 302
- C.W. Matthews Contracting Company, Inc. 401(k) Plan (GA) $57M · 1,201
- Capspecialty, Inc. 401(k) Plan (WI) $57M · 318
- National Life Insurance Company Agents Retirement Plan (VT) $57M · 692
Frequently Asked Questions
How did First State Orthopaedics, P.a. 401(k) Profit Sharing Plan assets move in 2022? ▼
How have First State Orthopaedics, P.a. plan assets changed over time? ▼
Where does First State Orthopaedics, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to First State Orthopaedics, P.a. 401(k) Profit Sharing Plan? ▼
Next read for First State Orthopaedics, P.a. 401(k) Pr…
Scale reading
Ways to act on First State Orthopaedics, P.a. 401(k) Profit Sharing Plan's numbers.
- By total assets, First State Orthopaedics, P.a. 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Delaware. Compare plans
- First State Orthopaedics, P.a.'s sponsor-wide assets have grown 36.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans