401(k)
2022 plan-year 401(k) DOL Form 5500

Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ellis Badenhausen Orthopaedics, Psc · Kentucky · Healthcare & Social Assistance

What the 2023 filing shows

Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan holds $35M for 101 participants — about $342,564 per participant, down 15.7% over the 2022 plan year.

$35M
total plan assets (2022 EOY)
101
covered participants
$342,564
avg assets per participant
-15.7%
assets change YoY

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.

Total Assets (2023)
$35M
Participants
101
State
Industry
Healthcare & Social Assistance

What the Filing Says About Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan

Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Ellis Badenhausen Orthopaedics, Psc, headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $35M in total end-of-year assets and covers 101 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 610678573, and the plan has been effective since 1968-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2022 to $35M at year-end — a decline of 15.7%. Net assets (after liabilities) closed the year at $35M, with reported net income of $-6,456,426 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$41M
Total Assets (End of Year)$35M
Net Assets (End of Year)$35M
Net Income$-6,456,426
Plan Type401(k)
Employer EIN610678573
Plan Effective Date1968-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellis Badenhausen Orthopaedics, Psc)

Year Plans Participants Total Assets
2022 2 202 $69M
2023 2 240 $78M
2024 1 110 $27M

Nearby 401(k) Plans in Kentucky

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Frequently Asked Questions

How much money is in the Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan holds $35M in total assets with 101 participants. It is sponsored by Ellis Badenhausen Orthopaedics, Psc.
What type of plan is Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan?
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1968-03-01. The plan is filed with the U.S. Department of Labor under EIN 610678573.
Who sponsors the Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan?
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan is sponsored by Ellis Badenhausen Orthopaedics, Psc, located in Kentucky. The sponsor's EIN is 610678573 and the plan operates in the Healthcare & Social Assistance industry.
How did Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan perform in 2022?
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan declined by 15.7% during 2022, moving from $41M to $35M in total assets. Net income was $-6,456,426.
Where can I find official filings for Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan?
Official Form 5500 filings for Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 610678573 or plan name at efast.dol.gov.
How does Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan compare to other plans?
You can compare Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 610678573.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.