401(k) · DOL Form 5500 · 2022

The Orthopaedic Group, P.C. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
200
Participants Below avg headcount
86th
Percentile by assets National rank
$198,839
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Orthopaedic Group, P.C. Profit Sharing Plan · Sponsored by The Orthopaedic Group, P.C. · Alabama · Healthcare & Social Assistance

$40M in assets, 200 participants

The Orthopaedic Group, P.C.'s The Orthopaedic Group, P.C. Profit Sharing Plan reported $40M in total assets and 200 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.

  • #17,683 in Healthcare & Social Assistance (20,060 peers)

Where The Orthopaedic Group, P.C. Profit Sharing Plan sits by assets

The Orthopaedic Group, P.C. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 200 participants (~$198,839/participant), down 19.1% in 2022.

#17,683
in Healthcare & Social Assistance (20,060 peers)
-19.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Orthopaedic Group, P.C. Profit Sharing Plan's outsized position by total assets

The Orthopaedic Group, P.C. Profit Sharing Plan vs every filed plan by assets

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

$39,767,731 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

The Orthopaedic Group, P.C. 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. The Orthopaedic Group, P.C. Profit Sharing Plan sits mid-pack in the medium band (200 participants).

Published 5500 schedule card

Filing strip 631187140 · The Orthopaedic Group, P.C. PY 2022 · 401(k)

The Orthopaedic Group, P.C. Profit Sharing Plan · $40M · 200 · 86th

  • IND $40M
  • IND 200
  • IND 86th
  • IND 401(k)
  • IND near Aurubis Buffalo, Inc. 401(k) Retirement Plan
  • IND ind #17683

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 Alabama →

The Orthopaedic Group, P.C. Profit Sharing Plan in the asset neighbourhood

The Orthopaedic Group, P.C. Profit Sharing PlanThe Orthopaedic Group, P.C. …$40MAurubis Buffalo, Inc. 401(k) Retirement PlanAurubis Buffalo, Inc. 401(k)…$40MEarth Resources Technology, Inc. 401(k) PlanEarth Resources Technology, …$40MMarian, Inc. Employees 401(k) and Profit Sharing PlanMarian, Inc. Employees 401(k…$40MNovocure Inc. 401(k) Retirement PlanNovocure Inc. 401(k) Retirem…$40M
End-of-year total assets ($M) among The Orthopaedic Group, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$40M
Net Income-$9M
Employer EIN631187140
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Orthopaedic Group, P.C.)

Sponsor-wide plan assets over time

All The Orthopaedic Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.337907723999926% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.8M $66.4M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 400 $55M
2023 2 410 $64M
2024 2 411 $66M

Nearby 401(k) Plans in Alabama

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

The Orthopaedic Group, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Orthopaedic Group, P.C. Profit Sharing Plan, Total assets ($B): 0.039767731 · Participants: 200The Orthopaedic Group, P.C. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Orthopaedic Group, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Orthopaedic Group, P.C. Profit Sharing Plan side-by-side with 3 peers →

The Orthopaedic Group, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Aurubis Buffalo, Inc. 401(k) Retirement Plan in NY ($40M); by covered participants it is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 The Orthopaedic Group, P.C. Profit Sharing Plan assets move in 2022? ▼
The Orthopaedic Group, P.C. Profit Sharing Plan declined sharply - down 19.1% during 2022, from $49M to $40M. Reported net income was -$9M.
How have The Orthopaedic Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Orthopaedic Group, P.C.'s sponsor-wide assets grew 21.3%, from $55M to $66M.
Where does The Orthopaedic Group, P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Orthopaedic Group, P.C. 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 The Orthopaedic Group, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aurubis Buffalo, Inc. 401(k) Retirement Plan in NY ($40M, 134 participants).
Which 401(k) plans cover a similar participant headcount to The Orthopaedic Group, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants, $22M 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 631187140.

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.