401(k) · DOL Form 5500 · 2022

Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
209
Participants Below avg headcount
87th
Percentile by assets National rank
$217,063
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan · Sponsored by Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania · Pennsylvania · Healthcare & Social Assistance

$45M in assets, 209 participants

Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania's Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan reported $45M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,881 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan covers 209 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $45M.

#17,881
in Healthcare & Social Assistance (20,060 peers)
-12.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan's outsized position by total assets

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,366,152 Top 13% higher than 87% 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

Orthopedic Institute of Pennsylvania 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. Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan sits mid-pack in the medium band (209 participants).

Published 5500 schedule card

Filing strip 231875547 · Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania PY 2022 · 401(k)

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan · $45M · 209 · 87th

  • EIN $45M
  • EIN 209
  • EIN 87th
  • EIN 401(k)
  • EIN near Swisslog Logistics Retirement Savings Plan
  • EIN ind #17881

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 Pennsylvania →

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan in the asset neighbourhood

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing PlanOrthopedic Institute of Penn…$45MSwisslog Logistics Retirement Savings PlanSwisslog Logistics Retiremen…$45MApplovin Corporation 401(k) Profit Sharing Plan and TrustApplovin Corporation 401(k) …$45MSchluter Systems L.P. 401(k) Profit Sharing PlanSchluter Systems L.P. 401(k)…$45MWestern Reserve Group 401(k) Profit Sharing PlanWestern Reserve Group 401(k)…$45M
End-of-year total assets ($M) among Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$45M
Net Income-$6M
Employer EIN231875547
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania)

Sponsor-wide plan assets over time

All Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$61M 34.0061043749093% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.4M $60.8M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 209 $45M
2023 1 238 $53M
2024 1 296 $61M

Nearby 401(k) Plans in Pennsylvania

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

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan, Total assets ($B): 0.045366152 · Participants: 209Orthopedic Institute of Pennsylvania 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Swisslog Logistics Retirement Savings Plan in VA ($45M); by covered participants it is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan assets move in 2022? ▼
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan pulled back noticeably - down 12.5% during 2022, from $52M to $45M. Reported net income was -$6M.
How have Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania's sponsor-wide assets grew 34.0%, from $45M to $61M.
Where does Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan ranks in the 87th 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 Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swisslog Logistics Retirement Savings Plan in VA ($45M, 441 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Institute of Pennsylvania 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 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 231875547.

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.