401(k) · DOL Form 5500 · 2022

Alabama Orthopaedic Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
215
Participants Below avg headcount
81st
Percentile by assets National rank
$124,208
Avg per participant Near avg balance/head
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Official DOL plan name: Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan · Sponsored by Alabama Orthopaedic Clinic, P.C. · Alabama · Healthcare & Social Assistance

$27M in assets, 215 participants

Alabama Orthopaedic Clinic, P.C.'s Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported $27M in total assets and 215 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,879 in Healthcare & Social Assistance (20,060 peers)

Where Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits by assets

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $27M for 215 participants (~$124,208/participant), down 14.7% in 2022.

#16,879
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,704,699 Top 19% higher than 81% 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

Alabama Orthopaedic Clinic, P.C. 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. Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (215 participants).

Plan-year Form 5500 strip

Filing strip 631174582 · Alabama Orthopaedic Clinic, P.C. PY 2022 · 401(k)

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan · $27M · 215 · 81st

  • ASSETS $27M
  • PCT 215
  • EIN 81st
  • RANK 401(k)
  • PHOTO near Radiology Regional Center, P.a. Profit Sharing/401(k) Plan
  • IND ind #16879

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 Alabama →

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Cogency Global, Inc. 401(k) PlanCogency Global, Inc. 401(k) …$27MPizza Properties, Inc. 401(k) Plan and TrustPizza Properties, Inc. 401(k…$27MAlabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing PlanAlabama Orthopaedic Clinic, …$27MRadiology Regional Center, P.a. Profit Sharing/401(k) PlanRadiology Regional Center, P…$27MRegal Ware, Inc. Profit Sharing PlanRegal Ware, Inc. Profit Shar…$27M
End-of-year total assets ($M) among Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN631174582
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alabama Orthopaedic Clinic, P.C.)

Sponsor-wide plan assets over time

All Alabama Orthopaedic Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 3.823918779238066% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $26.7M $27.7M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 215 $27M
2023 1 200 $31M
2024 1 203 $28M

Nearby 401(k) Plans in Alabama

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

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.026704699 · Participants: 215Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Radiology Regional Center, P.a. Profit Sharing/401(k) Plan in FL ($27M); by covered participants it is Gault Energy Retirement Plan in CT (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan pulled back noticeably - down 14.7% during 2022, from $31M to $27M. Reported net income was -$5M.
How have Alabama Orthopaedic Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alabama Orthopaedic Clinic, P.C.'s sponsor-wide assets grew 3.8%, from $27M to $28M.
Where does Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan ranks in the 81st 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 Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiology Regional Center, P.a. Profit Sharing/401(k) Plan in FL ($27M, 603 participants).
Which 401(k) plans cover a similar participant headcount to Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gault Energy Retirement Plan in CT (215 participants, $12M 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 631174582.

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.