401(k) · DOL Form 5500 · 2023

Orthopaedic Associates of Reading, Ltd 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
75
Participants Small participant base
56th
Percentile by assets National rank
$120,928
Avg per participant Near avg balance/head
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Official DOL plan name: Orthopaedic Associates of Reading, Ltd 401(k) Plan · Sponsored by Orthopaedic Associates of Reading, Ltd · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 75 participants

Orthopaedic Associates of Reading, Ltd's Orthopaedic Associates of Reading, Ltd 401(k) Plan reported $9M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,988 in Healthcare & Social Assistance (17,684 peers)

Orthopaedic Associates of Reading, Ltd multi-year trail

Orthopaedic Associates of Reading, Ltd's plans moved +42.7% in assets from 2022 to 2024; this filing shows Orthopaedic Associates of Reading, Ltd 401(k) Plan at $9M / 75 participants.

#10,988
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

Orthopaedic Associates of Reading, Ltd 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedic Associates of Reading, Ltd 401(k) Plan vs every filed plan by assets

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

$9,069,563 Top 44% higher than 56% 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

Orthopaedic Associates of Reading, Ltd 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopaedic Associates of Reading, Ltd 401(k) Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Associates of Reading, Ltd 401(k) Plan reported net income rose from -$930K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Orthopaedic Associates of Reading, Ltd 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Orthopaedic Associates of Reading, Ltd 401(k) Plan reported participants rose from 71 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232113204 · Orthopaedic Associates of Reading, Ltd PY 2023 · 401(k)

Orthopaedic Associates of Reading, Ltd 401(k) Plan · $9M · 75 · 56th

  • SCH $9M
  • SCH 75
  • SCH 56th
  • SCH 401(k)
  • SCH near Gunther International Ltd. Savings & Retirement Plan
  • SCH ind #10988

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 Pennsylvania →

Orthopaedic Associates of Reading, Ltd 401(k) Plan in the asset neighbourhood

Orthopaedic Associates of Reading, Ltd 401(k) PlanOrthopaedic Associates of Re…$9MGunther International Ltd. Savings & Retirement PlanGunther International Ltd. S…$9MMagie Mabrey Hughes Eye Clinic, P.a. Retirement Savings PlanMagie Mabrey Hughes Eye Clin…$9MNephrology Associates of Toledo, Inc. Profit Sharing 401(k) Plan & TrustNephrology Associates of Tol…$9MGlobal Printing, Inc. Dba More Vang 401(k) Savings PlanGlobal Printing, Inc. Dba Mo…$9M
End-of-year total assets ($M) among Orthopaedic Associates of Reading, Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Orthopaedic Associates of Reading, Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Orthopaedic Associates of Reading, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$11M 42.74963100058071% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.91M $11.3M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 71 $8M
2023 1 75 $9M
2024 1 74 $11M

Orthopaedic Associates of Reading, Ltd filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN232113204
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Orthopaedic Associates of Reading, Ltd 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Orthopaedic Associates of Reading, Ltd 401(k) Plan, Total assets ($B): 0.009069563 · Participants: 75Orthopaedic Associates of Reading, Ltd 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Orthopaedic Associates of Reading, Ltd 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Orthopaedic Associates of Reading, Ltd 401(k) Plan side-by-side with 3 peers →

Orthopaedic Associates of Reading, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Gunther International Ltd. Savings & Retirement Plan in CT ($9M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Orthopaedic Associates of Reading, Ltd 401(k) Plan assets move in 2023? ▼
Orthopaedic Associates of Reading, Ltd 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have Orthopaedic Associates of Reading, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates of Reading, Ltd's sponsor-wide assets grew 42.7%, from $8M to $11M.
Which 401(k) plans are similar in size to Orthopaedic Associates of Reading, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gunther International Ltd. Savings & Retirement Plan in CT ($9M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Associates of Reading, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 232113204.

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.