401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$83M
Total assets Below avg plan size
579
Participants Below avg headcount
92nd
Percentile by assets National rank
$142,592
Avg per participant Near avg balance/head
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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.

  • #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.

#18,616
in Healthcare & Social Assistance (20,060 peers)
-13.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

Connecticut Orthopaedic Specialists, PC 401(k) Plan's outsized position 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 $2,050,000,000 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

Connecticut Orthopaedic Specialists, PC 401(k) 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. Connecticut Orthopaedic Specialists, PC 401(k) Plan sits mid-pack in the medium band (579 participants).

Plan-year Form 5500 strip

Filing strip 060855842 · Connecticut Orthopaedic Specialists P.C. PY 2022 · 401(k)

Connecticut Orthopaedic Specialists, PC 401(k) Plan · $83M · 579 · 92nd

  • EIN $83M
  • EIN 579
  • EIN 92nd
  • EIN 401(k)
  • EIN near West Star Aviation, LLC 401(k) Plan
  • EIN ind #18616

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 Connecticut →

Connecticut Orthopaedic Specialists, PC 401(k) Plan in the asset neighbourhood

Abacus Technology Corporation 401(k) Plan and TrustAbacus Technology Corporatio…$83MOrthopaedics Northeast, PC Profit Sharing PlanOrthopaedics Northeast, PC P…$83MHouston Refining LP 401(k) and Savings Plan for Represented EmployeesHouston Refining LP 401(k) a…$83MConnecticut Orthopaedic Specialists, PC 401(k) PlanConnecticut Orthopaedic Spec…$83MWest Star Aviation, LLC 401(k) PlanWest Star Aviation, LLC 401(…$83M
End-of-year total assets ($M) among Connecticut Orthopaedic Specialists, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Connecticut Orthopaedic Specialists P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 39.57293723891618% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.6M $115M ▲ +39.6%
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 ($B) Participants Connecticut Orthopaedic Specialists, PC 401(k) Plan, Total assets ($B): 0.082560652 · Participants: 579Connecticut Orthopaedic Specialists, PC 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Connecticut Orthopaedic Specialists, PC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Connecticut Orthopaedic Specialists, PC 401(k) Plan side-by-side with 3 peers →

Connecticut Orthopaedic Specialists, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is West Star Aviation, LLC 401(k) Plan in IL ($83M); by covered participants it is Reborn Cabinets 401(k) and Profit Sharing Plan in CA (579 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (579 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 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).
Which 401(k) plans cover a similar participant headcount to Connecticut Orthopaedic Specialists, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reborn Cabinets 401(k) and Profit Sharing Plan in CA (579 participants, N/A 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 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.