401(k) · DOL Form 5500 · 2022

Msk Group, PC Dba Orthosouth 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
348
Participants Below avg headcount
90th
Percentile by assets National rank
$195,215
Avg per participant Above avg balance/head
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Official DOL plan name: Orthosouth 401(k) Profit Sharing Plan · Sponsored by Msk Group, PC Dba Orthosouth · Tennessee · Healthcare & Social Assistance

$68M in assets, 348 participants

Msk Group, PC Dba Orthosouth's Orthosouth 401(k) Profit Sharing Plan reported $68M in total assets and 348 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,413 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Orthosouth 401(k) Profit Sharing Plan covers 348 participants in Tennessee, about 31% of the average Tennessee filer (state average ~1,126 per filing). Assets: $68M.

#18,413
in Healthcare & Social Assistance (20,060 peers)
-18.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthosouth 401(k) Profit Sharing Plan's outsized position by total assets

Orthosouth 401(k) Profit Sharing Plan vs every filed plan by assets

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

$67,934,734 Top 10% higher than 90% 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

Orthosouth 401(k) Profit Sharing 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. Orthosouth 401(k) Profit Sharing Plan sits mid-pack in the medium band (348 participants).

Form 5500 schedule snapshot

Filing strip 620819926 · Msk Group, PC Dba Orthosouth PY 2022 · 401(k)

Orthosouth 401(k) Profit Sharing Plan · $68M · 348 · 90th

  • TYPE $68M
  • TYPE 348
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near The Simons Foundation, Inc. 401(k) Plan
  • TYPE ind #18413

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 →

Orthosouth 401(k) Profit Sharing Plan in the asset neighbourhood

Major Brands, Inc. Employees' 401(k) PlanMajor Brands, Inc. Employees…$68MThe Simons Foundation, Inc. 401(k) PlanThe Simons Foundation, Inc. …$68MOrthosouth 401(k) Profit Sharing PlanOrthosouth 401(k) Profit Sha…$68MMactac 401(k) and Profit Sharing PlanMactac 401(k) and Profit Sha…$68MTransalta Retirement Savings PlanTransalta Retirement Savings…$68M
End-of-year total assets ($M) among Orthosouth 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$68M
Net Income-$16M
Employer EIN620819926
Plan Effective Date1970-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Msk Group, PC Dba Orthosouth)

Sponsor-wide plan assets over time

All Msk Group, PC Dba Orthosouth plans reported in each filing year

Latest sponsor-wide plan assets
$93M 36.64462129195943% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $67.9M $92.8M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 348 $68M
2023 1 354 $79M
2024 1 474 $93M

Nearby 401(k) Plans in Tennessee

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

Orthosouth 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Orthosouth 401(k) Profit Sharing Plan, Total assets ($B): 0.067934734 · Participants: 348Orthosouth 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Orthosouth 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Orthosouth 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthosouth 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is The Simons Foundation, Inc. 401(k) Plan in NY ($68M); by covered participants it is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (348 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Orthosouth 401(k) Profit Sharing Plan assets move in 2022? ▼
Orthosouth 401(k) Profit Sharing Plan declined sharply - down 18.7% during 2022, from $84M to $68M. Reported net income was -$16M.
How have Msk Group, PC Dba Orthosouth plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Msk Group, PC Dba Orthosouth's sponsor-wide assets grew 36.6%, from $68M to $93M.
Where does Orthosouth 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthosouth 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthosouth 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Simons Foundation, Inc. 401(k) Plan in NY ($68M, 503 participants).
Which 401(k) plans cover a similar participant headcount to Orthosouth 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (348 participants, $24M 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 620819926.

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.