401(k) · DOL Form 5500 · 2022

Center for Orthopedic Research and Excellence, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
1,420
Participants Near avg headcount
89th
Percentile by assets National rank
$42,165
Avg per participant Low balance/head
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Official DOL plan name: Core Medical Management 401(k) Plan · Sponsored by Center for Orthopedic Research and Excellence, Inc. · Arizona · Healthcare & Social Assistance

$60M in assets, 1,420 participants

Center for Orthopedic Research and Excellence, Inc.'s Core Medical Management 401(k) Plan reported $60M in total assets and 1,420 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,253 in Healthcare & Social Assistance (20,060 peers)

Coverage in Arizona

Core Medical Management 401(k) Plan covers 1,420 participants in Arizona, 2.5x the typical Arizona plan (state average ~564 per filing). Assets: $60M.

#18,253
in Healthcare & Social Assistance (20,060 peers)
-6.3%
assets change YoY
0.6×
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.

Core Medical Management 401(k) Plan's outsized position by total assets

Core Medical Management 401(k) Plan vs every filed plan by assets

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

$59,874,210 Top 11% higher than 89% 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

Core Medical Management 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Core Medical Management 401(k) Plan lands in the large band (1,420 participants).

Published 5500 schedule card

Filing strip 201456157 · Center for Orthopedic Research and Excellence, Inc. PY 2022 · 401(k)

Core Medical Management 401(k) Plan · $60M · 1,420 · 89th

  • BOY $60M
  • BOY 1,420
  • BOY 89th
  • BOY 401(k)
  • BOY near Sypris Solutions 401(k) Merged Retirement Savings Plan
  • BOY ind #18253

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 Arizona →

Core Medical Management 401(k) Plan in the asset neighbourhood

Core Medical Management 401(k) PlanCore Medical Management 401(…$60MSypris Solutions 401(k) Merged Retirement Savings PlanSypris Solutions 401(k) Merg…$60MBedford Industries, Inc. Salary Savings PlanBedford Industries, Inc. Sal…$60MNeapco Holdings, LLC 401(k) Retirement Savings PlanNeapco Holdings, LLC 401(k) …$60MDraper, Inc. 401(k) Savings PlanDraper, Inc. 401(k) Savings …$60M
End-of-year total assets ($M) among Core Medical Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$60M
Net Income-$4M
Employer EIN201456157
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Center for Orthopedic Research and Excellence, Inc.)

Sponsor-wide plan assets over time

All Center for Orthopedic Research and Excellence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$97M 62.24124877806321% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $59.9M $97.1M ▲ +62.3%
Year Plans Participants Total Assets
2022 1 1,420 $60M
2023 1 1,866 $82M
2024 1 3,391 $97M

Nearby 401(k) Plans in Arizona

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

Core Medical Management 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Core Medical Management 401(k) Plan, Total assets ($B): 0.05987421 · Participants: 1420Core Medical Management 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Core Medical Management 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Core Medical Management 401(k) Plan side-by-side with 3 peers →

Core Medical Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sypris Solutions 401(k) Merged Retirement Savings Plan in KY ($60M); by covered participants it is Samaritan's Purse 401(k) Retirement Plan in NC (1,420 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,420 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 Core Medical Management 401(k) Plan assets move in 2022? ▼
Core Medical Management 401(k) Plan pulled back noticeably - down 6.3% during 2022, from $64M to $60M. Reported net income was -$4M.
How have Center for Orthopedic Research and Excellence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Center for Orthopedic Research and Excellence, Inc.'s sponsor-wide assets grew 62.2%, from $60M to $97M.
Where does Core Medical Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Core Medical Management 401(k) Plan ranks in the 89th 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 Core Medical Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sypris Solutions 401(k) Merged Retirement Savings Plan in KY ($60M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Core Medical Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Samaritan's Purse 401(k) Retirement Plan in NC (1,420 participants, $125M 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 201456157.

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.