401(k) · DOL Form 5500 · 2022

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
68
Participants Small participant base
75th
Percentile by assets National rank
$252,318
Avg per participant Above avg balance/head
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Official DOL plan name: Palm Beach Orthopaedic Institute, P.a. 401(k) Plan · Sponsored by Palm Beach Orthopaedic Institute, P.a. · Florida · Healthcare & Social Assistance

$17M in assets, 68 participants

Palm Beach Orthopaedic Institute, P.a.'s Palm Beach Orthopaedic Institute, P.a. 401(k) Plan reported $17M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,858 in Healthcare & Social Assistance (20,060 peers)

Where Palm Beach Orthopaedic Institute, P.a. 401(k) Plan sits by assets

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 68 participants (~$252,318/participant), down 17.8% in 2022.

#15,858
in Healthcare & Social Assistance (20,060 peers)
-17.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan's outsized position by total assets

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan vs every filed plan by assets

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

$17,157,590 Top 25% higher than 75% 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

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palm Beach Orthopaedic Institute, P.a. 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

DOL schedule card

Filing strip 650327403 · Palm Beach Orthopaedic Institute, P.a. PY 2022 · 401(k)

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan · $17M · 68 · 75th

  • BOOK $17M
  • BOOK 68
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near Philadelphia 76ers 401(k) Plan
  • BOOK ind #15858

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 Florida →

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan in the asset neighbourhood

Palm Beach Orthopaedic Institute, P.a. 401(k) PlanPalm Beach Orthopaedic Insti…$17MPhiladelphia 76ers 401(k) PlanPhiladelphia 76ers 401(k) Pl…$17MPrecision Valve & Automation, Inc. 401(k) Retirement PlanPrecision Valve & Automation…$17MBerkshire Systems Group, Inc. 401(k) Profit Sharing PlanBerkshire Systems Group, Inc…$17MBarrel Accessories & Supply Co., Inc. Profit Sharing & Saving PlanBarrel Accessories & Supply …$17M
End-of-year total assets ($M) among Palm Beach Orthopaedic Institute, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN650327403
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palm Beach Orthopaedic Institute, P.a.)

Sponsor-wide plan assets over time

All Palm Beach Orthopaedic Institute, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.850290163128975% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $23M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 68 $17M
2023 1 74 $21M
2024 1 79 $23M

Nearby 401(k) Plans in Florida

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

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Palm Beach Orthopaedic Institute, P.a. 401(k) Plan, Total assets ($B): 0.01715759 · Participants: 68Palm Beach Orthopaedic Institute, P.a. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Palm Beach Orthopaedic Institute, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Palm Beach Orthopaedic Institute, P.a. 401(k) Plan side-by-side with 3 peers →

Palm Beach Orthopaedic Institute, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Philadelphia 76ers 401(k) Plan in NJ ($17M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Palm Beach Orthopaedic Institute, P.a. 401(k) Plan assets move in 2022? ▼
Palm Beach Orthopaedic Institute, P.a. 401(k) Plan declined sharply - down 17.8% during 2022, from $21M to $17M. Reported net income was -$4M.
How have Palm Beach Orthopaedic Institute, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palm Beach Orthopaedic Institute, P.a.'s sponsor-wide assets grew 33.9%, from $17M to $23M.
Where does Palm Beach Orthopaedic Institute, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Palm Beach Orthopaedic Institute, P.a. 401(k) Plan ranks in the 75th 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 Palm Beach Orthopaedic Institute, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Philadelphia 76ers 401(k) Plan in NJ ($17M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Palm Beach Orthopaedic Institute, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants, $15M 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 650327403.

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.