401(k) · DOL Form 5500 · 2023
Houston Orthopaedic Surgery & Sport Medicine, P.C. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $188,152
- Avg per participant Above avg balance/head
Official DOL plan name: Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan · Sponsored by Houston Orthopaedic Surgery & Sport Medicine, P.C. · Georgia · Healthcare & Social Assistance
$18M in assets, 95 participants
Houston Orthopaedic Surgery & Sport Medicine, P.C.'s Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan reported $18M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #13,298 in Healthcare & Social Assistance (17,684 peers)
Houston Orthopaedic Surgery & Sport Medicine, P.C. multi-year trail
Houston Orthopaedic Surgery & Sport Medicine, P.C.'s plans moved +14.4% in assets from 2022 to 2024; this filing shows Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan at $18M / 95 participants.
- #13,298
- in Healthcare & Social Assistance (17,684 peers)
- +7.0%
- assets growth YoY
Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,874,400 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing 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. Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan reported participants rose from 87 in the plan year 2022 filing to 95 in the plan year 2023 filing.
- Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 582394003 · Houston Orthopaedic Surgery & Sport Medicine, P.C. PY 2023 · 401(k)
Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan · $18M · 95 · 71st
- 5500 $18M
- ASSETS 95
- PCT 71st
- EIN 401(k)
- RANK near Acropolis 401(k) Plan
- PHOTO ind #13298
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 →
Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Houston Orthopaedic Surgery & Sport Medicine, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Houston Orthopaedic Surgery & Sport Medicine, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 14.443968463452341% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 87 | $17M |
| 2023 | 1 | 95 | $18M |
| 2024 | 1 | 93 | $19M |
Houston Orthopaedic Surgery & Sport Medicine, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 582394003 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Acropolis 401(k) Plan in MO ($18M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Acropolis 401(k) Plan (MO) $18M · 45
- Mmps Retirement Plan (UT) $18M · 74
- Hrp Associates, Inc. 401(k) Profit Sharing Plan (CT) $18M · 114
- Performance Equity Management, LLC 401(k) Plan (CT) $18M · 34
Similar participant headcount
Nearest other-state filings by covered participants (95 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.