401(k) · DOL Form 5500 · 2022
Orthopaedic Associates of 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $155,708
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedic Associates of Muskegon, PC 401(k) Plan · Sponsored by Orthopaedic Associates of · Michigan · Healthcare & Social Assistance
$25M in assets, 160 participants
Orthopaedic Associates of's Orthopaedic Associates of Muskegon, PC 401(k) Plan reported $25M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #16,734 in Healthcare & Social Assistance (20,060 peers)
Coverage in Michigan
Orthopaedic Associates of Muskegon, PC 401(k) Plan covers 160 participants in Michigan, about 25% of the average Michigan filer (state average ~638 per filing). Assets: $25M.
- #16,734
- in Healthcare & Social Assistance (20,060 peers)
- -2.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $655K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orthopaedic Associates of Muskegon, PC 401(k) Plan's outsized position by total assets
Orthopaedic Associates of Muskegon, PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,913,222 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Orthopaedic Associates of Muskegon, PC 401(k) 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 Associates of Muskegon, PC 401(k) Plan sits mid-pack in the medium band (160 participants).
Published 5500 schedule card
Filing strip 382192991 · Orthopaedic Associates of PY 2022 · 401(k)
Orthopaedic Associates of Muskegon, PC 401(k) Plan · $25M · 160 · 80th
- VS-ST $25M
- BOY 160
- SCH 80th
- EBSA 401(k)
- PART near Manasquan Bank 401(k) Plan
- TYPE ind #16734
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 Michigan →
Orthopaedic Associates of Muskegon, PC 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$655K |
| Employer EIN | 382192991 |
| Plan Effective Date | 2005-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Associates of)
Sponsor-wide plan assets over time
All Orthopaedic Associates of plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 41.721921797188664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 299 | $25M |
| 2023 | 1 | 166 | $30M |
| 2024 | 1 | 209 | $35M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Orthopaedic Associates of Muskegon, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Manasquan Bank 401(k) Plan in NJ ($25M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Manasquan Bank 401(k) Plan (NJ) $25M · 211
- Red Nucleus Solutions 401(k) Retirement Plan (PA) $25M · 299
- Pace Communications, Inc. Profit Sharing Plan (NC) $25M · 166
- Delaware Claims Processing Facility, LLC. 401(k) Plan (DE) $25M · 233
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Apple Care, LLC 401(k) Plan (GA) 160 · 0 off
- Blacktree Healthcare Consulting 401(k) Plan (PA) 160 · 0 off
- The Contractors Retirement Plan (TX) 160 · 0 off
- Hinckley Management Group, LLC 401(k) Plan (OH) 160 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.