401(k) · DOL Form 5500 · 2022

Orthopedic Surgery, Inc. Dba Agility Orthopedics 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
79
Participants Small participant base
61st
Percentile by assets National rank
$105,165
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan · Sponsored by Orthopedic Surgery, Inc. Dba Agility Orthopedics · Massachusetts · Healthcare & Social Assistance

$8M in assets, 79 participants

Orthopedic Surgery, Inc. Dba Agility Orthopedics's Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,408 in Healthcare & Social Assistance (20,060 peers)

Orthopedic Surgery, Inc. Dba Agility Orthopedics multi-year trail

Orthopedic Surgery, Inc. Dba Agility Orthopedics's plans moved +29.6% in assets from 2022 to 2024; this filing shows Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan at $8M / 79 participants.

#13,408
in Healthcare & Social Assistance (20,060 peers)
-13.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,308,068 Top 39% higher than 61% 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 Surgery, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan is a small filing (79 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042455168 · Orthopedic Surgery, Inc. Dba Agility Orthopedics PY 2022 · 401(k)

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan · $8M · 79 · 61st

  • PHOTO $8M
  • IND 79
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan
  • PCT ind #13408

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 Massachusetts →

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Orthopedic Surgery, Inc. 401(k) Profit Sharing PlanOrthopedic Surgery, Inc. 401…$8MMethodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) PlanMethodist Retirement Communi…$8MFloyd, Pflueger & Ringer, P.S. 401(k) Profit Sharing PlanFloyd, Pflueger & Ringer, P.…$8MAlloy 401(k) Plan$8MAbode Communities 401(k) Profit Sharing Plan and TrustAbode Communities 401(k) Pro…$8M
End-of-year total assets ($M) among Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Orthopedic Surgery, Inc. Dba Agility Orthopedics multi-year asset trail

Sponsor-wide plan assets over time

All Orthopedic Surgery, Inc. Dba Agility Orthopedics plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.61629587047193% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.31M $10.8M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 79 $8M
2023 1 63 $9M
2024 1 61 $11M

Orthopedic Surgery, Inc. Dba Agility Orthopedics filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN042455168
Plan Effective Date1969-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008308068 · Participants: 79Orthopedic Surgery, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan in TX ($8M); by covered participants it is Urbieta 401(k) Plan in FL (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Surgery, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.3% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Orthopedic Surgery, Inc. Dba Agility Orthopedics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Surgery, Inc. Dba Agility Orthopedics's sponsor-wide assets grew 29.6%, from $8M to $11M.
Which 401(k) plans are similar in size to Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Methodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) Plan in TX ($8M, 606 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Surgery, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Urbieta 401(k) Plan in FL (79 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 042455168.

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.