401(k) · DOL Form 5500 · 2023

Ponca City Orthopaedic and Sports Medicine, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$913,920
Avg per participant High balance/head
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Official DOL plan name: Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl · Sponsored by Ponca City Orthopaedic and Sports Medicine, Inc. · Oklahoma · Healthcare & Social Assistance

$2M in assets, 2 participants

Ponca City Orthopaedic and Sports Medicine, Inc.'s Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,884 in Healthcare & Social Assistance (17,684 peers)

Ponca City Orthopaedic and Sports Medicine, Inc. multi-year trail

Ponca City Orthopaedic and Sports Medicine, Inc.'s plans moved -16.0% in assets from 2022 to 2024; this filing shows Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl at $2M / 2 participants.

#4,884
in Healthcare & Social Assistance (17,684 peers)
-5.6%
assets change YoY

The plan reported a net loss of $108K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl among the smaller filed plans by assets

Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,827,839 29th percentile higher than 29% of 127,068 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 2023

Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl reported net income rose from -$184K in the plan year 2022 filing to -$108K in the plan year 2023 filing.
  • Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731268015 · Ponca City Orthopaedic and Sports Medicine, Inc. PY 2023 · 401(k)

Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl · $2M · 2 · 29th

  • RANK $2M
  • PHOTO 2
  • IND 29th
  • EOY 401(k)
  • 5500 near Keystone Natural Holdings 401(k) Plan
  • ASSETS ind #4884

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 Oklahoma →

Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in the asset neighbourhood

Ponca City Orthopaedic Spts Med Emp. Prof. Sh. PlPonca City Orthopaedic Spts …$2MKeystone Natural Holdings 401(k) PlanKeystone Natural Holdings 40…$2MAppletree & Kern PC 401(k) PlanAppletree & Kern PC 401(k) P…$2MTelecare Corporation Employees of Local 829 Afscme Retirement PlanTelecare Corporation Employe…$2MKenneth P. Franzese Group Single (K) Fbo Kenneth P. FranzeseKenneth P. Franzese Group Si…$2M
End-of-year total assets ($M) among Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ponca City Orthopaedic and Sports Medicine, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ponca City Orthopaedic and Sports Medicine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.955259775947637% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.94M $1.63M ▼ -16.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Ponca City Orthopaedic and Sports Medicine, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$108K
Employer EIN731268015
Plan Effective Date1986-01-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl, Total assets ($B): 0.001827839 · Participants: 2Ponca City Orthopaedic Spts Med Emp. Prof. Sh. PlQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl side-by-side with 3 peers →

Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Keystone Natural Holdings 401(k) Plan in PA ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl assets move in 2023? ▼
Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl pulled back noticeably - down 5.6% during 2023, from $2M to $2M. Reported net income was -$108K.
How have Ponca City Orthopaedic and Sports Medicine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ponca City Orthopaedic and Sports Medicine, Inc.'s sponsor-wide assets declined 16.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl? ▼
Among 401(k) plans in other states, the closest by assets is Keystone Natural Holdings 401(k) Plan in PA ($2M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731268015.

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.