401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$31M
Total assets Below avg plan size
174
Participants Small participant base
83rd
Percentile by assets National rank
$178,345
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Specialty Group, P. C. 401(k) Pension Plan · Sponsored by Orthopaedic Specialty Group, P.C. · Connecticut · Healthcare & Social Assistance

$31M in assets, 174 participants

Orthopaedic Specialty Group, P.C.'s Orthopaedic Specialty Group, P. C. 401(k) Pension Plan reported $31M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,220 in Healthcare & Social Assistance (20,060 peers)

Coverage in Connecticut

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan covers 174 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $31M.

#17,220
in Healthcare & Social Assistance (20,060 peers)
-12.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan's outsized position by total assets

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan vs every filed plan by assets

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

$31,031,988 Top 17% higher than 83% 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

Orthopaedic Specialty Group, P. C. 401(k) Pension 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. Orthopaedic Specialty Group, P. C. 401(k) Pension Plan sits mid-pack in the medium band (174 participants).

DOL schedule card

Filing strip 061455612 · Orthopaedic Specialty Group, P.C. PY 2022 · 401(k)

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan · $31M · 174 · 83rd

  • RANK $31M
  • PHOTO 174
  • IND 83rd
  • EOY 401(k)
  • 5500 near Phoebe-Devitt Homes 401(k) Retirement Savings Plan
  • ASSETS ind #17220

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 Connecticut →

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan in the asset neighbourhood

Orrstown Bank 401(k) Plan$31MFort Worth Community Credit Union Retirement Investment PlanFort Worth Community Credit …$31MOrthopaedic Specialty Group, P. C. 401(k) Pension PlanOrthopaedic Specialty Group,…$31MPhoebe-Devitt Homes 401(k) Retirement Savings PlanPhoebe-Devitt Homes 401(k) R…$31MScn Bestco 401(k) Plan$31M
End-of-year total assets ($M) among Orthopaedic Specialty Group, P. C. 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$31M
Net Income-$5M
Employer EIN061455612
Plan Effective Date1984-01-25
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$37M 18.268146404284508% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31M $36.7M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 174 $31M
2023 1 176 $33M
2024 1 156 $37M

Nearby 401(k) Plans in Connecticut

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

Orthopaedic Specialty Group, P. C. 401(k) Pension Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Orthopaedic Specialty Group, P. C. 401(k) Pension Plan, Total assets ($B): 0.031031988 · Participants: 174Orthopaedic Specialty Group, P. C. 401(k) Pension PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Orthopaedic Specialty Group, P. C. 401(k) Pension Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Orthopaedic Specialty Group, P. C. 401(k) Pension Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Phoebe-Devitt Homes 401(k) Retirement Savings Plan in PA ($31M); by covered participants it is Decarolis Truck Rental, Inc. P/S & Savings Plan in NY (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Orthopaedic Specialty Group, P. C. 401(k) Pension Plan assets move in 2022? ▼
Orthopaedic Specialty Group, P. C. 401(k) Pension Plan pulled back noticeably - down 12.9% during 2022, from $36M to $31M. Reported net income was -$5M.
How have Orthopaedic Specialty Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Specialty Group, P.C.'s sponsor-wide assets grew 18.3%, from $31M to $37M.
Where does Orthopaedic Specialty Group, P. C. 401(k) Pension Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Specialty Group, P. C. 401(k) Pension Plan ranks in the 83rd 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 Orthopaedic Specialty Group, P. C. 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phoebe-Devitt Homes 401(k) Retirement Savings Plan in PA ($31M, 988 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Specialty Group, P. C. 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decarolis Truck Rental, Inc. P/S & Savings Plan in NY (174 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 061455612.

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.