401(k) · DOL Form 5500 · 2022

Ortholonestar, PLLC 401(k) Plan

Data updated 2026-08-25

$168M
Total assets Near avg plan size
848
Participants Near avg headcount
95th
Percentile by assets National rank
$198,551
Avg per participant Above avg balance/head
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Official DOL plan name: Ortholonestar 401(k) Retirement Plan · Sponsored by Ortholonestar, PLLC · Texas · Healthcare & Social Assistance

$168M in assets, 848 participants

Ortholonestar, PLLC's Ortholonestar 401(k) Retirement Plan reported $168M in total assets and 848 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,190 in Healthcare & Social Assistance (20,060 peers)

Where Ortholonestar 401(k) Retirement Plan sits by assets

Ortholonestar 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $168M for 848 participants (~$198,551/participant), up 6.2% in 2022.

#19,190
in Healthcare & Social Assistance (20,060 peers)
+6.2%
assets growth YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ortholonestar 401(k) Retirement Plan's outsized position by total assets

Ortholonestar 401(k) Retirement Plan vs every filed plan by assets

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

$168,371,542 Top 5% higher than 95% 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

Ortholonestar 401(k) Retirement 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. Ortholonestar 401(k) Retirement Plan sits mid-pack in the medium band (848 participants).

Published 5500 schedule card

Filing strip 842136648 · Ortholonestar, PLLC PY 2022 · 401(k)

Ortholonestar 401(k) Retirement Plan · $168M · 848 · 95th

  • PCT $168M
  • PCT 848
  • PCT 95th
  • PCT 401(k)
  • PCT near California Advanced Imaging Medical Associates, Inc. Retirement and 401(k) Plan
  • PCT ind #19190

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 Texas →

Ortholonestar 401(k) Retirement Plan in the asset neighbourhood

Mistras Group, Inc. Salary Savings PlanMistras Group, Inc. Salary S…$168MThe Lane Construction Corporation 401(k) Savings PlanThe Lane Construction Corpor…$168MOrtholonestar 401(k) Retirement PlanOrtholonestar 401(k) Retirem…$168MCalifornia Advanced Imaging Medical Associates, Inc. Retirement and 401(k) PlanCalifornia Advanced Imaging …$168MSummit Racing Equipment Retirement PlanSummit Racing Equipment Reti…$168M
End-of-year total assets ($M) among Ortholonestar 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$168M
Net Income-$21M
Employer EIN842136648
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortholonestar, PLLC)

Sponsor-wide plan assets over time

All Ortholonestar, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$231M 37.190193934317% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $168M $231M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 848 $168M
2023 1 876 $198M
2024 1 972 $231M

Nearby 401(k) Plans in Texas

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

Ortholonestar 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Ortholonestar 401(k) Retirement Plan, Total assets ($B): 0.168371542 · Participants: 848Ortholonestar 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Ortholonestar 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ortholonestar 401(k) Retirement Plan side-by-side with 3 peers →

Ortholonestar 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is California Advanced Imaging Medical Associates, Inc. Retirement and 401(k) Plan in CA ($168M); by covered participants it is Tavistock 401(k) Plan in FL (848 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (848 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 Ortholonestar 401(k) Retirement Plan assets move in 2022? ▼
Ortholonestar 401(k) Retirement Plan grew at a solid clip - up 6.2% during 2022, from $159M to $168M. Reported net income was -$21M.
How have Ortholonestar, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortholonestar, PLLC's sponsor-wide assets grew 37.2%, from $168M to $231M.
Where does Ortholonestar 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ortholonestar 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ortholonestar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Advanced Imaging Medical Associates, Inc. Retirement and 401(k) Plan in CA ($168M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Ortholonestar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tavistock 401(k) Plan in FL (848 participants, $28M 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 842136648.

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.