401(k) · DOL Form 5500 · 2022
Orthotennessee, P.C. 401(k) Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 643
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $221,119
- Avg per participant Above avg balance/head
Official DOL plan name: Orthotennessee 401(k) Plan · Sponsored by Orthotennessee, P.C. · Tennessee · Healthcare & Social Assistance
$142M in assets, 643 participants
Orthotennessee, P.C.'s Orthotennessee 401(k) Plan reported $142M in total assets and 643 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #19,082 in Healthcare & Social Assistance (20,060 peers)
Where Orthotennessee 401(k) Plan sits by assets
Orthotennessee 401(k) Plan sits in the top 10% of all filed plans by assets, $142M for 643 participants (~$221,119/participant), down 14.9% in 2022.
- #19,082
- in Healthcare & Social Assistance (20,060 peers)
- -14.9%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orthotennessee 401(k) Plan's outsized position by total assets
Orthotennessee 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$142,179,743 Top 6% higher than 94% 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
Orthotennessee 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. Orthotennessee 401(k) Plan sits mid-pack in the medium band (643 participants).
Plan-year Form 5500 strip
Filing strip 621700130 · Orthotennessee, P.C. PY 2022 · 401(k)
Orthotennessee 401(k) Plan · $142M · 643 · 94th
- PCT $142M
- EIN 643
- RANK 94th
- PHOTO 401(k)
- IND near Park-Ohio Industries, Inc. 401(k) Retirement Plan
- EOY ind #19082
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 Tennessee →
Orthotennessee 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | -$25M |
| Employer EIN | 621700130 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthotennessee, P.C.)
Sponsor-wide plan assets over time
All Orthotennessee, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $153M 7.850516370675955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 643 | $142M |
| 2023 | 1 | 569 | $144M |
| 2024 | 1 | 713 | $153M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Orthotennessee 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Park-Ohio Industries, Inc. 401(k) Retirement Plan in OH ($142M); by covered participants it is Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Profit Sharing Plan in CA (643 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Park-Ohio Industries, Inc. 401(k) Retirement Plan (OH) $142M · 3,437
- Kraft Group Retirement and 401(k) Plan (MA) $142M · 2,377
- Georgia System Operations Corporation Retirement Plan (GA) $142M · 243
- New England Biolabs, Inc. 401(k) Plan (MA) $142M · 527
Similar participant headcount
Nearest other-state filings by covered participants (643 participants); asset peers above are excluded.
- Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Profit Sharing Plan (CA) 643 · 0 off
- Brighton Employment, Inc. Profit Sharing Plan & Trust (MI) 643 · 0 off
- Prevost Car, Inc. (a Division of Prevost Car (US) Inc.) 401(k) Retirement Savings Plan (NC) 643 · 0 off
- Quality Technology Services, LLC 401(k) Plan (KS) 643 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.