401(k) · DOL Form 5500 · 2022

Connecticut Orthopaedic Specialists P.C. 401(k) Plan

Data updated 2026-08-11

$83M
Total assets
579
Participants
92nd
Percentile by assets
$142,592
Avg per participant
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Official DOL plan name: Connecticut Orthopaedic Specialists, PC 401(k) Plan · Sponsored by Connecticut Orthopaedic Specialists P.C. · Connecticut · Healthcare & Social Assistance

$83M in assets, 579 participants

Connecticut Orthopaedic Specialists P.C.'s Connecticut Orthopaedic Specialists, PC 401(k) Plan reported $83M in total assets and 579 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #18,616 in Healthcare & Social Assistance (20,060 peers)

Where Connecticut Orthopaedic Specialists, PC 401(k) Plan sits by assets

Connecticut Orthopaedic Specialists, PC 401(k) Plan sits in the top 10% of all filed plans by assets, $83M for 579 participants (~$142,592/participant), down 13.6% in 2022.

$83M
total plan assets (2022 EOY)
579
covered participants
92nd
percentile by assets (of 139,126 plans)
$142,592
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Connecticut Orthopaedic Specialists, PC 401(k) Plan sits by total assets

Connecticut Orthopaedic Specialists, PC 401(k) Plan vs every filed plan by assets

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

$82,560,652 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Connecticut
Industry
Healthcare & Social Assistance

Connecticut Orthopaedic Specialists, PC 401(k) Plan vs the 2022 asset distribution

By assets, Connecticut Orthopaedic Specialists, PC 401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$83M
Net Income-$13M
Employer EIN060855842
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticut Orthopaedic Specialists P.C.)

$70M$80M$90M$100M$110M$120M 202220232024 $82.6M $115M ▲ +39.6%
Total plan assets by year, all Connecticut Orthopaedic Specialists P.C. plans on file
Year Plans Participants Total Assets
2022 1 579 $83M
2023 1 610 $102M
2024 1 627 $115M

Nearby 401(k) Plans in Connecticut

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

Connecticut Orthopaedic Specialists, PC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Connecticut Orthopae…, Total assets ($B): 0.082560652 · Participants: 579Connecticut Orthopae…United Technologies …, Total assets ($B): 48.916975 · Participants: 55762United Technologies …GE Retirement Saving…, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Saving…Citi Retirement Savi…, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investm…Xerox Corporation Sa…, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Sa…
Connecticut Orthopaedic Specialists, PC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Connecticut Orthopaedic Specialists, PC … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Connecticut Orthopaedic Specialists, PC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Connecticut Orthopaedic Specialists, PC 401(k) Plan assets move in 2022? ▼
Connecticut Orthopaedic Specialists, PC 401(k) Plan pulled back noticeably - down 13.6% during 2022, from $96M to $83M. Reported net income was -$13M.
How have Connecticut Orthopaedic Specialists P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connecticut Orthopaedic Specialists P.C.'s sponsor-wide assets grew 39.6%, from $83M to $115M.
Where does Connecticut Orthopaedic Specialists, PC 401(k) Plan rank by assets among Form 5500 filers? ▼
Connecticut Orthopaedic Specialists, PC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Connecticut Orthopaedic Specialists, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Star Aviation, LLC 401(k) Plan in IL ($83M, 1,484 participants).

Next read for Connecticut Orthopaedic Specialists, PC …

Scale reading

Ways to act on Connecticut Orthopaedic Specialists, PC 401(k) Plan's numbers.

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 060855842.

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.