401(k) · DOL Form 5500 · 2022

St. Cloud Orthopedic Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
139
Participants Small participant base
86th
Percentile by assets National rank
$281,181
Avg per participant High balance/head
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Official DOL plan name: St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan · Sponsored by St. Cloud Orthopedic Associates, Ltd. · Minnesota · Healthcare & Social Assistance

$39M in assets, 139 participants

St. Cloud Orthopedic Associates, Ltd.'s St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan reported $39M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,645 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan covers 139 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $39M.

#17,645
in Healthcare & Social Assistance (20,060 peers)
-20.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$39,084,090 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

St. Cloud Orthopedic Associates, Ltd. 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. St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (139 participants).

EBSA filing schedule strip

Filing strip 410966155 · St. Cloud Orthopedic Associates, Ltd. PY 2022 · 401(k)

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan · $39M · 139 · 86th

  • 5500 $39M
  • 5500 139
  • 5500 86th
  • 5500 401(k)
  • 5500 near Arizona Diamondbacks Retirement Savings Plan
  • 5500 ind #17645

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 Minnesota →

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Golden Valley Electric Association 401(k) PlanGolden Valley Electric Assoc…$39ML&m Family of Companies 401(k) and Profit Sharing PlanL&m Family of Companies 401(…$39MSt. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing PlanSt. Cloud Orthopedic Associa…$39MArizona Diamondbacks Retirement Savings PlanArizona Diamondbacks Retirem…$39MThe Wenger Group Profit Sharing PlanThe Wenger Group Profit Shar…$39M
End-of-year total assets ($M) among St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$39M
Net Income-$10M
Employer EIN410966155
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Cloud Orthopedic Associates, Ltd.)

Sponsor-wide plan assets over time

All St. Cloud Orthopedic Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 16.293184771603993% vs 2022
2024 filing year
$38M$40M$42M$44M$46M$48M 202220232024 $39.1M $45.5M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 139 $39M
2023 1 144 $41M
2024 1 145 $45M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.03908409 · Participants: 139St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Arizona Diamondbacks Retirement Savings Plan in AZ ($39M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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.

Frequently Asked Questions

How did St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan assets move in 2022? ▼
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan declined sharply - down 20.7% during 2022, from $49M to $39M. Reported net income was -$10M.
How have St. Cloud Orthopedic Associates, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Cloud Orthopedic Associates, Ltd.'s sponsor-wide assets grew 16.3%, from $39M to $45M.
Where does St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arizona Diamondbacks Retirement Savings Plan in AZ ($39M, 315 participants).
Which 401(k) plans cover a similar participant headcount to St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410966155.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.