401(k) · DOL Form 5500 · 2022
Orthotexas Physicians and Surgeons, PLLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $168,066
- Avg per participant Above avg balance/head
Official DOL plan name: Orthotexas 401(k) Plan · Sponsored by Orthotexas Physicians and Surgeons, PLLC · Texas · Healthcare & Social Assistance
$16M in assets, 95 participants
Orthotexas Physicians and Surgeons, PLLC's Orthotexas 401(k) Plan reported $16M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,644 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Orthotexas 401(k) Plan declined sharply 19.3% in 2022 ($20M → $16M) for 95 participants.
- #15,644
- in Healthcare & Social Assistance (20,060 peers)
- -19.3%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orthotexas 401(k) Plan's outsized position by total assets
Orthotexas 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,966,307 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Orthotexas 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthotexas 401(k) Plan is a small filing (95 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 273463481 · Orthotexas Physicians and Surgeons, PLLC PY 2022 · 401(k)
Orthotexas 401(k) Plan · $16M · 95 · 74th
- 5500 $16M
- 5500 95
- 5500 74th
- 5500 401(k)
- 5500 near Q-Tech Corporation 401(k) Profit Sharing Plan
- 5500 ind #15644
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 Texas →
Orthotexas 401(k) Plan in the asset neighbourhood
Orthotexas Physicians and Surgeons, PLLC years around the 2022 move
Sponsor-wide plan assets over time
All Orthotexas Physicians and Surgeons, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 3.569203573500121% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $16M |
| 2023 | 1 | 91 | $17M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 273463481 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Orthotexas 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Q-Tech Corporation 401(k) Profit Sharing Plan in CA ($16M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.