401(k) · DOL Form 5500 · 2022
Sports Medicine North Orthopaedic Surgery, Inc. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 198
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $164,874
- Avg per participant Above avg balance/head
Official DOL plan name: Sports Medicine North Orthopaedic Surgery, Inc. Profit Sharing Plan · Sponsored by Sports Medicine North Orthopaedic Surgery, Inc. · Massachusetts · Healthcare & Social Assistance
$33M in assets, 198 participants
Sports Medicine North Orthopaedic Surgery, Inc.'s Sports Medicine North Orthopaedic Surgery, Inc. Profit Sharing Plan reported $33M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #17,323 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Sports Medicine North Orthopaedic Surgery, Inc. Profit Sharing Plan covers 198 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $33M.
- #17,323
- in Healthcare & Social Assistance (20,060 peers)
- -14.6%
- 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.
Sports Medicine North Orthopaedic Surgery, Inc. Profit Sharing Plan's outsized position by total assets
Sports Medicine North Orthopaedic Surgery, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,645,145 Top 16% higher than 84% 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
Sports Medicine North Orthopaedic Surgery, Inc. 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. Sports Medicine North Orthopaedic Surgery, Inc. Profit Sharing Plan sits mid-pack in the medium band (198 participants).
DOL schedule card
Filing strip 043205435 · Sports Medicine North Orthopaedic Surgery, Inc. PY 2022 · 401(k)
Sports Medicine North Orthopaedic Surgery, Inc. Profit Sharing Plan · $33M · 198 · 84th
- EBSA $33M
- EBSA 198
- EBSA 84th
- EBSA 401(k)
- EBSA near Agi 401(k) Retirement Plan
- EBSA ind #17323
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 Massachusetts →
Sports Medicine North Orthopaedic Surgery, Inc. Profit Sharing Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$6M |
| Employer EIN | 043205435 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sports Medicine North Orthopaedic Surgery, Inc.)
Sponsor-wide plan assets over time
All Sports Medicine North Orthopaedic Surgery, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $33M |
| 2023 | 1 | 200 | N/A |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Sports Medicine North Orthopaedic Surgery, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Agi 401(k) Retirement Plan in IL ($33M); by covered participants it is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Agi 401(k) Retirement Plan (IL) $33M · 432
- Altair 401(k) Plan (TX) $33M · 468
- San Jose Sharks 401(k) Plan (CA) $33M · 439
- King Industries, Inc. 401(k) Retirement Plan (CT) $33M · 234
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Carparts Distribution Center, Inc. Profit Sharing Plan (NH) 198 · 0 off
- Alaskan Copper 401(k) Plan and Trust (WA) 198 · 0 off
- Messick Farm Equipment, Inc. Retirement Savings Plan (PA) 198 · 0 off
- J. M. Oliver 401(k) Retirement Plan (PA) 198 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.