401(k)
2022 plan-year 401(k) DOL Form 5500

Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Barbour Orthopaedics & Sports Medicine · Georgia · Healthcare & Social Assistance

What the 2023 filing shows

Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan holds $3M for 133 participants — about $24,099 per participant, down 6.1% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
133
covered participants
$24,099
avg assets per participant
-6.1%
assets change YoY

The plan reported a net loss of $207K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3M
Participants
133
State
Industry
Healthcare & Social Assistance

What the Filing Says About Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan

Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan is a 401(k) retirement plan sponsored by Barbour Orthopaedics & Sports Medicine, headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 133 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 264429937, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2022 to $3M at year-end — a decline of 6.1%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-206,568 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-206,568
Plan Type401(k)
Employer EIN264429937
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Frequently Asked Questions

How much money is in the Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan?
As of the 2022 Form 5500 filing, Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan holds $3M in total assets with 133 participants. It is sponsored by Barbour Orthopaedics & Sports Medicine.
What type of plan is Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan?
Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan is a 401(k) plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 264429937.
Who sponsors the Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan?
Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan is sponsored by Barbour Orthopaedics & Sports Medicine, located in Georgia. The sponsor's EIN is 264429937 and the plan operates in the Healthcare & Social Assistance industry.
How did Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan perform in 2022?
Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan declined by 6.1% during 2022, moving from $3M to $3M in total assets. Net income was $-206,568.
Where can I find official filings for Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan?
Official Form 5500 filings for Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 264429937 or plan name at efast.dol.gov.
How does Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan compare to other plans?
You can compare Barbour Orthopaedics & Sports Medicine, P. C. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 264429937.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.