401(k) · DOL Form 5500 · 2022

Bone & Joint Clinic of B.R., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
159
Participants Small participant base
72nd
Percentile by assets National rank
$94,100
Avg per participant Below avg balance/head
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Official DOL plan name: Bone & Joint Clinic Profit Sharing Plan and Trust · Sponsored by Bone & Joint Clinic of B.R., Inc. · Louisiana · Healthcare & Social Assistance

$15M in assets, 159 participants

Bone & Joint Clinic of B.R., Inc.'s Bone & Joint Clinic Profit Sharing Plan and Trust reported $15M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,443 in Healthcare & Social Assistance (20,060 peers)

Coverage in Louisiana

Bone & Joint Clinic Profit Sharing Plan and Trust covers 159 participants in Louisiana, about 32% of the average Louisiana filer (state average ~495 per filing). Assets: $15M.

#15,443
in Healthcare & Social Assistance (20,060 peers)
-17.0%
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.

Bone & Joint Clinic Profit Sharing Plan and Trust's outsized position by total assets

Bone & Joint Clinic Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,961,844 Top 28% higher than 72% 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

Bone & Joint Clinic 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. Bone & Joint Clinic Profit Sharing Plan and Trust sits mid-pack in the medium band (159 participants).

Published 5500 schedule card

Filing strip 721111762 · Bone & Joint Clinic of B.R., Inc. PY 2022 · 401(k)

Bone & Joint Clinic Profit Sharing Plan and Trust · $15M · 159 · 72nd

  • BOY $15M
  • SCH 159
  • EBSA 72nd
  • PART 401(k)
  • TYPE near Krohne 401(k) Retirement Plan
  • NET ind #15443

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 →

Bone & Joint Clinic Profit Sharing Plan and Trust in the asset neighbourhood

Bone & Joint Clinic Profit Sharing Plan and TrustBone & Joint Clinic Profit S…$15MKrohne 401(k) Retirement Plan$15MBangs, Mccullen, Butler, Foye & Simmons, LLP Employees Profit Sharing Retirement PlanBangs, Mccullen, Butler, Foy…$15MHoward Ternes Packaging Company Profit Sharing and 401(k) PlanHoward Ternes Packaging Comp…$15MWhite Construction Company 401-K PlanWhite Construction Company 4…$15M
End-of-year total assets ($M) among Bone & Joint Clinic Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN721111762
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bone & Joint Clinic of B.R., Inc.)

Sponsor-wide plan assets over time

All Bone & Joint Clinic of B.R., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 26.63694394888758% vs 2022
2023 filing year
$14M$16M$18M$20M 20222023 $15M $19M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 159 $15M
2023 1 186 $19M

Nearby 401(k) Plans in Louisiana

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

Bone & Joint Clinic Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Bone & Joint Clinic Profit Sharing Plan and Trust, Total assets ($B): 0.014961844 · Participants: 159Bone & Joint Clinic Profit Sharing Plan and TrustSavings 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
Bone & Joint Clinic Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Bone & Joint Clinic Profit Sharing Plan and Trust side-by-side with 3 peers →

Bone & Joint Clinic Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Krohne 401(k) Retirement Plan in MA ($15M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Bone & Joint Clinic Profit Sharing Plan and Trust assets move in 2022? ▼
Bone & Joint Clinic Profit Sharing Plan and Trust declined sharply - down 17.0% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Bone & Joint Clinic of B.R., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bone & Joint Clinic of B.R., Inc.'s sponsor-wide assets grew 26.6%, from $15M to $19M.
Which 401(k) plans are similar in size to Bone & Joint Clinic Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Krohne 401(k) Retirement Plan in MA ($15M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Bone & Joint Clinic Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants, $171K 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 721111762.

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.