401(k) · DOL Form 5500 · 2023

Valdosta Orthopedic Associates, PC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
69
Participants Small participant base
64th
Percentile by assets National rank
$183,702
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

$13M in assets, 69 participants

Valdosta Orthopedic Associates, PC's Valdosta Orthopedic Associates, PC 401(k) Plan reported $13M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,208 in Healthcare & Social Assistance (17,684 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 $13M / 69 participants.

#12,208
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

Valdosta Orthopedic Associates, PC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$12,675,436 Top 36% higher than 64% 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

Valdosta Orthopedic Associates, PC 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. Valdosta Orthopedic Associates, PC 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valdosta Orthopedic Associates, PC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Valdosta Orthopedic Associates, PC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Valdosta Orthopedic Associates, PC 401(k) Plan reported participants fell from 74 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581234117 · Valdosta Orthopedic Associates, PC PY 2023 · 401(k)

Valdosta Orthopedic Associates, PC 401(k) Plan · $13M · 69 · 64th

  • 5500 $13M
  • ASSETS 69
  • PCT 64th
  • EIN 401(k)
  • RANK near Fiesta Restaurant Group, Inc. Retirement Savings Plan
  • PHOTO ind #12208

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…$13MFiesta Restaurant Group, Inc. Retirement Savings PlanFiesta Restaurant Group, Inc…$13MNtk/Nta Precision Axle Corporations Retirement Savings PlanNtk/Nta Precision Axle Corpo…$13MBaptist Community Services 403(b) PlanBaptist Community Services 4…$13MDenney Electric Supply Company, Inc. 401(k) PlanDenney Electric Supply Compa…$13M
End-of-year total assets ($M) among Valdosta Orthopedic Associates, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
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): 0.012675436 · Participants: 69Valdosta Orthopedic Associates, PC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Valdosta Orthopedic Associates, PC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Valdosta Orthopedic Associates, PC 401(k) Plan side-by-side with 3 peers →

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 Fiesta Restaurant Group, Inc. Retirement Savings Plan in TX ($13M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Valdosta Orthopedic Associates, PC 401(k) Plan assets move in 2023? ▼
Valdosta Orthopedic Associates, PC 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $11M to $13M. 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 Fiesta Restaurant Group, Inc. Retirement Savings Plan in TX ($13M, 2,809 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 Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 581234117.

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.