401(k) · DOL Form 5500 · 2022

Capital Region Orthopaedic Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
340
Participants Below avg headcount
88th
Percentile by assets National rank
$151,386
Avg per participant Above avg balance/head
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Official DOL plan name: Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust · Sponsored by Capital Region Orthopaedic Associates, P.C. · New York · Healthcare & Social Assistance

$51M in assets, 340 participants

Capital Region Orthopaedic Associates, P.C.'s Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust reported $51M in total assets and 340 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,062 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust covers 340 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $51M.

#18,062
in Healthcare & Social Assistance (20,060 peers)
+4.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust's outsized position by total assets

Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust vs every filed plan by assets

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

$51,471,375 Top 12% higher than 88% 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

Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust 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. Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust sits mid-pack in the medium band (340 participants).

Form 5500 schedule snapshot

Filing strip 141633562 · Capital Region Orthopaedic Associates, P.C. PY 2022 · 401(k)

Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust · $51M · 340 · 88th

  • EIN $51M
  • EIN 340
  • EIN 88th
  • EIN 401(k)
  • EIN near Radiology, Inc. Employees' Profit Sharing Plan & Trust
  • EIN ind #18062

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 New York →

Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust in the asset neighbourhood

Genisys Controls 401(k) Profit Sharing PlanGenisys Controls 401(k) Prof…$51MCapital Region Orthopaedic Associates, P.C. Profit Sharing Plan and TrustCapital Region Orthopaedic A…$51MRadiology, Inc. Employees' Profit Sharing Plan & TrustRadiology, Inc. Employees' P…$51MOhio's Hospice, Inc. 401(k) Retirement Savings PlanOhio's Hospice, Inc. 401(k) …$51MKestra Financial, Inc. 401(k) PlanKestra Financial, Inc. 401(k…$51M
End-of-year total assets ($M) among Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$51M
Net Income$2M
Employer EIN141633562
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Region Orthopaedic Associates, P.C.)

Sponsor-wide plan assets over time

All Capital Region Orthopaedic Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 29.703533274562805% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $51.5M $66.8M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 340 $51M
2023 1 364 $60M
2024 1 381 $67M

Nearby 401(k) Plans in New York

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

Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust, Total assets ($B): 0.051471375 · Participants: 340Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust side-by-side with 3 peers →

Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Radiology, Inc. Employees' Profit Sharing Plan & Trust in IN ($51M); by covered participants it is T.C.T. 401(k) Profit Sharing Plan in WA (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust assets move in 2022? ▼
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust edged up modestly - up 4.1% during 2022, from $49M to $51M. Reported net income was $2M.
How have Capital Region Orthopaedic Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Region Orthopaedic Associates, P.C.'s sponsor-wide assets grew 29.7%, from $51M to $67M.
Where does Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust ranks in the 88th 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 Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Radiology, Inc. Employees' Profit Sharing Plan & Trust in IN ($51M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is T.C.T. 401(k) Profit Sharing Plan in WA (340 participants, $9M 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 141633562.

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.