401(k) · DOL Form 5500 · 2022
Watauga Orthopaedics, PLC 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 170
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $166,223
- Avg per participant Above avg balance/head
Official DOL plan name: Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan · Sponsored by Watauga Orthopaedics, PLC · Tennessee · Healthcare & Social Assistance
$28M in assets, 170 participants
Watauga Orthopaedics, PLC's Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan reported $28M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #17,007 in Healthcare & Social Assistance (20,060 peers)
Coverage in Tennessee
Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan covers 170 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $28M.
- #17,007
- in Healthcare & Social Assistance (20,060 peers)
- -14.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan's outsized position by total assets
Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,257,939 Top 18% higher than 82% 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
Watauga Orthopaedics, PLC 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. Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (170 participants).
EBSA filing schedule strip
Filing strip 621586264 · Watauga Orthopaedics, PLC PY 2022 · 401(k)
Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan · $28M · 170 · 82nd
- PHOTO $28M
- PHOTO 170
- PHOTO 82nd
- PHOTO 401(k)
- PHOTO near Simplex Investments, LLC. 401(k) Plan
- PHOTO ind #17007
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 Tennessee →
Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 621586264 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Watauga Orthopaedics, PLC)
Sponsor-wide plan assets over time
All Watauga Orthopaedics, PLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 27.161354548893325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $28M |
| 2023 | 1 | 194 | $32M |
| 2024 | 1 | 253 | $36M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Simplex Investments, LLC. 401(k) Plan in IL ($28M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Simplex Investments, LLC. 401(k) Plan (IL) $28M · 133
- Ingenico, Inc. 401(k) Plan (GA) $28M · 344
- Artiflex Manufacturing Gerstco Division Deferred Profit Sharing Plan (MI) $28M · 401
- Heart of Cardon LLC 401(k) Retirement Plan (IN) $28M · 2,942
Similar participant headcount
Nearest other-state filings by covered participants (170 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.