401(k) · DOL Form 5500 · 2022
Orthopaedic Associates Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $152,600
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Orthopaedic Associates Inc. · Indiana · Healthcare & Social Assistance
$19M in assets, 126 participants
Orthopaedic Associates Inc.'s Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #16,123 in Healthcare & Social Assistance (20,060 peers)
Coverage in Indiana
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan covers 126 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $19M.
- #16,123
- in Healthcare & Social Assistance (20,060 peers)
- -16.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,227,658 Top 23% higher than 77% 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
Orthopaedic Associates, 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. Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (126 participants).
Form 5500 schedule snapshot
Filing strip 351159676 · Orthopaedic Associates Inc. PY 2022 · 401(k)
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan · $19M · 126 · 77th
- IND $19M
- IND 126
- IND 77th
- IND 401(k)
- IND near Tilson Built Company 401(k) Profit Sharing Plan
- IND ind #16123
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 Indiana →
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$4M |
| Employer EIN | 351159676 |
| Plan Effective Date | 1969-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Associates Inc.)
Sponsor-wide plan assets over time
All Orthopaedic Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 41.90642978983712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $19M |
| 2023 | 1 | 130 | $23M |
| 2024 | 1 | 142 | $27M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Tilson Built Company 401(k) Profit Sharing Plan in TX ($19M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Tilson Built Company 401(k) Profit Sharing Plan (TX) $19M · 216
- Mutual Drug 401(k) Plan (NC) $19M · 113
- Collins Einhorn Farrell PC 401(k) Plan (MI) $19M · 114
- Vt Mobile Aerospace Engineering, Inc. 401(k) Plan (AL) $19M · 702
Similar participant headcount
Nearest other-state filings by covered participants (126 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.