401(k) · DOL Form 5500 · 2022
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 104
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $291,486
- Avg per participant High balance/head
Official DOL plan name: Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan · Sponsored by Tri-State Orthopaedics and Sports Medicine Inc. · Pennsylvania · Healthcare & Social Assistance
$30M in assets, 104 participants
Tri-State Orthopaedics and Sports Medicine Inc.'s Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan reported $30M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,172 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan covers 104 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $30M.
- #17,172
- in Healthcare & Social Assistance (20,060 peers)
- -15.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,314,500 Top 17% higher than 83% 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
Tri-State Orthopaedics and Sports Medicine Inc. 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. Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (104 participants).
DOL schedule card
Filing strip 251356849 · Tri-State Orthopaedics and Sports Medicine Inc. PY 2022 · 401(k)
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan · $30M · 104 · 83rd
- NET $30M
- NET 104
- NET 83rd
- NET 401(k)
- NET near National Keystone Products Co., Inc. 401(k) Profit Sharing Plan
- NET ind #17172
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 Pennsylvania →
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$6M |
| Employer EIN | 251356849 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-State Orthopaedics and Sports Medicine Inc.)
Sponsor-wide plan assets over time
All Tri-State Orthopaedics and Sports Medicine Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 22.138969799930727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $30M |
| 2023 | 1 | 111 | $31M |
| 2024 | 1 | 112 | $37M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Tri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is National Keystone Products Co., Inc. 401(k) Profit Sharing Plan in NJ ($30M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- First City Credit Union 401(k) Plan (CA) 104 · 0 off
- Able Communications Inc. 401(k) Plan (TX) 104 · 0 off
- Ppr Foods, LLC 401(k) Profit Sharing Plan (NC) 104 · 0 off
- Taprite, Inc. 401(k) Retirement Plan (TX) 104 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.