401(k) · DOL Form 5500 · 2022

Valdosta Orthopedic Associates, PC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
74
Participants Small participant base
67th
Percentile by assets National rank
$149,301
Avg per participant Above avg balance/head
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Official DOL plan name: Valdosta Orthopedic Associates, PC 401(k) Plan · Sponsored by Valdosta Orthopedic Associates, PC · Georgia · Healthcare & Social Assistance

$11M in assets, 74 participants

Valdosta Orthopedic Associates, PC's Valdosta Orthopedic Associates, PC 401(k) Plan reported $11M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,459 in Healthcare & Social Assistance (20,060 peers)

Valdosta Orthopedic Associates, PC multi-year trail

Valdosta Orthopedic Associates, PC's plans moved +42.2% in assets from 2022 to 2024; this filing shows Valdosta Orthopedic Associates, PC 401(k) Plan at $11M / 74 participants.

#14,459
in Healthcare & Social Assistance (20,060 peers)
-14.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valdosta Orthopedic Associates, PC 401(k) Plan's outsized position by total assets

Valdosta Orthopedic Associates, PC 401(k) Plan vs every filed plan by assets

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

$11,048,290 Top 33% higher than 67% 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

Valdosta Orthopedic Associates, PC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valdosta Orthopedic Associates, PC 401(k) Plan is a small filing (74 participants) on this national headcount ladder.

DOL schedule card

Filing strip 581234117 · Valdosta Orthopedic Associates, PC PY 2022 · 401(k)

Valdosta Orthopedic Associates, PC 401(k) Plan · $11M · 74 · 67th

  • EBSA $11M
  • PART 74
  • TYPE 67th
  • NET 401(k)
  • BOOK near Valley Endodontics, Ltd. 401(k) Profit Sharing Plan
  • VS-ST ind #14459

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 Georgia →

Valdosta Orthopedic Associates, PC 401(k) Plan in the asset neighbourhood

Valdosta Orthopedic Associates, PC 401(k) PlanValdosta Orthopedic Associat…$11MValley Endodontics, Ltd. 401(k) Profit Sharing PlanValley Endodontics, Ltd. 401…$11MHarv 81 USA, Inc. 401(k) Profit Sharing PlanHarv 81 USA, Inc. 401(k) Pro…$11MBenefit Communications, Inc. 401(k) PlanBenefit Communications, Inc.…$11MCrossmedia 401(k) Plan$11M
End-of-year total assets ($M) among Valdosta Orthopedic Associates, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Valdosta Orthopedic Associates, PC multi-year asset trail

Sponsor-wide plan assets over time

All Valdosta Orthopedic Associates, PC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.16930402804416% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.1M $15.7M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 74 $11M
2023 1 69 $13M
2024 1 86 $16M

Valdosta Orthopedic Associates, PC filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN581234117
Plan Effective Date1975-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Valdosta Orthopedic Associates, PC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Valdosta Orthopedic Associates, PC 401(k) Plan, Total assets ($B): 0.01104829 · Participants: 74Valdosta Orthopedic Associates, PC 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Valdosta Orthopedic Associates, PC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Valdosta Orthopedic Associates, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Valley Endodontics, Ltd. 401(k) Profit Sharing Plan in WI ($11M); by covered participants it is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Valdosta Orthopedic Associates, PC 401(k) Plan assets move in 2022?
Valdosta Orthopedic Associates, PC 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Valdosta Orthopedic Associates, PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Valdosta Orthopedic Associates, PC's sponsor-wide assets grew 42.2%, from $11M to $16M.
Which 401(k) plans are similar in size to Valdosta Orthopedic Associates, PC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Valley Endodontics, Ltd. 401(k) Profit Sharing Plan in WI ($11M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Valdosta Orthopedic Associates, PC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants, $3M in assets).