401(k) · DOL Form 5500 · 2022

Midstate Orthopaedic & Sports Medicine Center, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
103
Participants Small participant base
60th
Percentile by assets National rank
$74,730
Avg per participant Below avg balance/head
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Official DOL plan name: Midstate Ortho 401(k) Plan · Sponsored by Midstate Orthopaedic & Sports Medicine Center, Inc. · Louisiana · Healthcare & Social Assistance

$8M in assets, 103 participants

Midstate Orthopaedic & Sports Medicine Center, Inc.'s Midstate Ortho 401(k) Plan reported $8M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,113 in Healthcare & Social Assistance (20,060 peers)

Coverage in Louisiana

Midstate Ortho 401(k) Plan covers 103 participants in Louisiana, about 21% of the average Louisiana filer (state average ~495 per filing). Assets: $8M.

#13,113
in Healthcare & Social Assistance (20,060 peers)
-24.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Midstate Ortho 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Midstate Ortho 401(k) Plan vs every filed plan by assets

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

$7,697,200 Top 40% higher than 60% 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

Midstate Ortho 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. Midstate Ortho 401(k) Plan sits mid-pack in the medium band (103 participants).

EBSA filing schedule strip

Filing strip 721310991 · Midstate Orthopaedic & Sports Medicine Center, Inc. PY 2022 · 401(k)

Midstate Ortho 401(k) Plan · $8M · 103 · 60th

  • BOOK $8M
  • VS-ST 103
  • BOY 60th
  • SCH 401(k)
  • EBSA near Rei Holding Company Formerly Residential Elevators, Inc. 401(k) Plan
  • PART ind #13113

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 Louisiana →

Midstate Ortho 401(k) Plan in the asset neighbourhood

Midstate Ortho 401(k) Plan$8MRei Holding Company Formerly Residential Elevators, Inc. 401(k) PlanRei Holding Company Formerly…$8MState Bank 401(k) Plan$8MMccarthy Cook & Co 401(k) Profit Sharing Plan & TrustMccarthy Cook & Co 401(k) Pr…$8MExhibit Concepts, Inc. 401(k) Profit Sharing PlanExhibit Concepts, Inc. 401(k…$8M
End-of-year total assets ($M) among Midstate Ortho 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN721310991
Plan Effective Date1998-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midstate Orthopaedic & Sports Medicine Center, Inc.)

Sponsor-wide plan assets over time

All Midstate Orthopaedic & Sports Medicine Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46 99.99940238008627% vs 2022
2023 filing year
$0M$5M$10M 20222023 $7.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 103 $8M
2023 1 113 $46

Nearby 401(k) Plans in Louisiana

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

Midstate Ortho 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Midstate Ortho 401(k) Plan, Total assets ($B): 0.0076972 · Participants: 103Midstate Ortho 401(k) PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Midstate Ortho 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

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

Outside Louisiana, the nearest 401(k) by assets is Rei Holding Company Formerly Residential Elevators, Inc. 401(k) Plan in FL ($8M); by covered participants it is Widen Enterprises LLC in WI (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Midstate Ortho 401(k) Plan assets move in 2022?
Midstate Ortho 401(k) Plan declined sharply - down 24.9% during 2022, from $10M to $8M. Reported net income was -$3M.
How have Midstate Orthopaedic & Sports Medicine Center, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Midstate Orthopaedic & Sports Medicine Center, Inc.'s sponsor-wide assets declined 100.0%, from $8M to $46.
Which 401(k) plans are similar in size to Midstate Ortho 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rei Holding Company Formerly Residential Elevators, Inc. 401(k) Plan in FL ($8M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Midstate Ortho 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Widen Enterprises LLC in WI (103 participants, N/A in assets).