401(k) · DOL Form 5500 · 2022

Englewood Orthopedic Associates 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
55
Participants Small participant base
71st
Percentile by assets National rank
$243,284
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Englewood Orthopedic Associates 401(k) Plan and Trust · Sponsored by Englewood Orthopedic Associates · New Jersey · Healthcare & Social Assistance

$13M in assets, 55 participants

Englewood Orthopedic Associates's Englewood Orthopedic Associates 401(k) Plan and Trust reported $13M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,097 in Healthcare & Social Assistance (20,060 peers)

Englewood Orthopedic Associates multi-year trail

Englewood Orthopedic Associates's plans moved +23.2% in assets from 2022 to 2024; this filing shows Englewood Orthopedic Associates 401(k) Plan and Trust at $13M / 55 participants.

#15,097
in Healthcare & Social Assistance (20,060 peers)
-14.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Englewood Orthopedic Associates 401(k) Plan and Trust's outsized position by total assets

Englewood Orthopedic Associates 401(k) Plan and Trust vs every filed plan by assets

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

$13,380,608 Top 29% higher than 71% 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

Englewood Orthopedic Associates 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Englewood Orthopedic Associates 401(k) Plan and Trust is a small filing (55 participants) on this national headcount ladder.

DOL schedule card

Filing strip 223721207 · Englewood Orthopedic Associates PY 2022 · 401(k)

Englewood Orthopedic Associates 401(k) Plan and Trust · $13M · 55 · 71st

  • TYPE $13M
  • NET 55
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Halloran Retirement Plan
  • SCH ind #15097

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 Jersey →

Englewood Orthopedic Associates 401(k) Plan and Trust in the asset neighbourhood

Englewood Orthopedic Associates 401(k) Plan and TrustEnglewood Orthopedic Associa…$13MHalloran Retirement Plan$13M401(k) Plan for Hourly Employees of Dole Food Company, Inc. and Participating Divisions and Subsidiaries401(k) Plan for Hourly Emplo…$13MChugach Safe Harbor 401(k) PlanChugach Safe Harbor 401(k) P…$13MPrimient Hourly Savings and Investment PlanPrimient Hourly Savings and …$13M
End-of-year total assets ($M) among Englewood Orthopedic Associates 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Englewood Orthopedic Associates multi-year asset trail

Sponsor-wide plan assets over time

All Englewood Orthopedic Associates plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.208900522308102% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.4M $16.5M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 55 $13M
2023 1 63 $14M
2024 1 64 $16M

Englewood Orthopedic Associates filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN223721207
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Englewood Orthopedic Associates 401(k) Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Englewood Orthopedic Associates 401(k) Plan and Trust, Total assets ($B): 0.013380608 · Participants: 55Englewood Orthopedic Associates 401(k) Plan and TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Englewood Orthopedic Associates 401(k) Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Englewood Orthopedic Associates 401(k) Plan and Trust side-by-side with 3 peers →

Englewood Orthopedic Associates 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Halloran Retirement Plan in MA ($13M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Englewood Orthopedic Associates 401(k) Plan and Trust assets move in 2022? ▼
Englewood Orthopedic Associates 401(k) Plan and Trust pulled back noticeably - down 14.3% during 2022, from $16M to $13M. Reported net income was -$2M.
How have Englewood Orthopedic Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Englewood Orthopedic Associates's sponsor-wide assets grew 23.2%, from $13M to $16M.
Which 401(k) plans are similar in size to Englewood Orthopedic Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Halloran Retirement Plan in MA ($13M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Englewood Orthopedic Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Revinate Retirement Trust in CA (55 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 223721207.

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.