401(k) · DOL Form 5500 · 2022

Excelsior Orthopaedics LLP 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
491
Participants Below avg headcount
86th
Percentile by assets National rank
$80,000
Avg per participant Below avg balance/head
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Official DOL plan name: Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan · Sponsored by Excelsior Orthopaedics LLP · New York · Healthcare & Social Assistance

$39M in assets, 491 participants

Excelsior Orthopaedics LLP's Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan reported $39M in total assets and 491 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.

  • #17,659 in Healthcare & Social Assistance (20,060 peers)

Where Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan sits by assets

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $39M for 491 participants (~$80,000/participant), down 12.3% in 2022.

#17,659
in Healthcare & Social Assistance (20,060 peers)
-12.3%
assets change YoY
0.4×
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.

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$39,279,829 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

Excelsior Orthopaedics, LLP 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. Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (491 participants).

Published 5500 schedule card

Filing strip 161608040 · Excelsior Orthopaedics LLP PY 2022 · 401(k)

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan · $39M · 491 · 86th

  • TYPE $39M
  • NET 491
  • BOOK 86th
  • VS-ST 401(k)
  • BOY near Creative Office Pavilion 401(k) Plan & Trust
  • SCH ind #17659

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 New York →

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Excelsior Orthopaedics, LLP 401(k) Profit Sharing PlanExcelsior Orthopaedics, LLP …$39MCreative Office Pavilion 401(k) Plan & TrustCreative Office Pavilion 401…$39MKisinger Campo & Associates Corporation Savings PlanKisinger Campo & Associates …$39MMagmutual Insurance Company 401(k) PlanMagmutual Insurance Company …$39MHealthcare Realty Trust Inc. 401(k) Profit Sharing PlanHealthcare Realty Trust Inc.…$39M
End-of-year total assets ($M) among Excelsior Orthopaedics, LLP 401(k) 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)$45M
Net Assets (End of Year)$39M
Net Income-$6M
Employer EIN161608040
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Orthopaedics LLP)

Sponsor-wide plan assets over time

All Excelsior Orthopaedics LLP plans reported in each filing year

Latest sponsor-wide plan assets
$63M 60.34773471137056% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.3M $63M ▲ +60.3%
Year Plans Participants Total Assets
2022 1 491 $39M
2023 1 544 $50M
2024 1 620 $63M

Nearby 401(k) Plans in New York

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

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.039279829 · Participants: 491Excelsior Orthopaedics, LLP 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Creative Office Pavilion 401(k) Plan & Trust in MA ($39M); by covered participants it is Nutrien Collectively Bargained 401(k) Retirement Plan in CO (491 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (491 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 Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan pulled back noticeably - down 12.3% during 2022, from $45M to $39M. Reported net income was -$6M.
How have Excelsior Orthopaedics LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Orthopaedics LLP's sponsor-wide assets grew 60.3%, from $39M to $63M.
Where does Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Excelsior Orthopaedics, LLP 401(k) 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 Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creative Office Pavilion 401(k) Plan & Trust in MA ($39M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nutrien Collectively Bargained 401(k) Retirement Plan in CO (491 participants, $45M 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 161608040.

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.