401(k) · DOL Form 5500 · 2022

Orthopaedic Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
70
Participants Small participant base
78th
Percentile by assets National rank
$294,841
Avg per participant High balance/head
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Official DOL plan name: Orthopaedic Associates, Inc. Profit Sharing Plan & Trust · Sponsored by Orthopaedic Associates, Inc. · Ohio · Healthcare & Social Assistance

$21M in assets, 70 participants

Orthopaedic Associates, Inc.'s Orthopaedic Associates, Inc. Profit Sharing Plan & Trust reported $21M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,301 in Healthcare & Social Assistance (20,060 peers)

Where Orthopaedic Associates, Inc. Profit Sharing Plan & Trust sits by assets

Orthopaedic Associates, Inc. Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $21M for 70 participants (~$294,841/participant), up 2.4% in 2022.

#16,301
in Healthcare & Social Assistance (20,060 peers)
+2.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Orthopaedic Associates, Inc. Profit Sharing Plan & Trust's outsized position by total assets

Orthopaedic Associates, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$20,638,838 Top 22% higher than 78% 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

Orthopaedic Associates, Inc. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopaedic Associates, Inc. Profit Sharing Plan & Trust is a small filing (70 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 341057660 · Orthopaedic Associates, Inc. PY 2022 · 401(k)

Orthopaedic Associates, Inc. Profit Sharing Plan & Trust · $21M · 70 · 78th

  • PHOTO $21M
  • IND 70
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Ketchum, Wood and Burgert Chartered Profit Sharing Plan
  • PCT ind #16301

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 Ohio →

Orthopaedic Associates, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Orthopaedic Associates, Inc. Profit Sharing Plan & TrustOrthopaedic Associates, Inc.…$21MKetchum, Wood and Burgert Chartered Profit Sharing PlanKetchum, Wood and Burgert Ch…$21MHarvey Nash, Inc. 401(k) Plan$21MSemblex Corporation Employee Profit Sharing & 401(k) PlanSemblex Corporation Employee…$21MOfs Represented 401(k) Plan$21M
End-of-year total assets ($M) among Orthopaedic Associates, Inc. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$482K
Employer EIN341057660
Plan Effective Date1972-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Associates, Inc.)

Sponsor-wide plan assets over time

All Orthopaedic Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 12.759885028411% vs 2022
2023 filing year
$20M$21M$22M$23M$24M 20222023 $20.6M $23.3M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 70 $21M
2023 1 83 $23M

Nearby 401(k) Plans in Ohio

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

Orthopaedic Associates, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Orthopaedic Associates, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.020638838 · Participants: 70Orthopaedic Associates, Inc. Profit Sharing Plan & TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Orthopaedic Associates, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Orthopaedic Associates, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Orthopaedic Associates, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ketchum, Wood and Burgert Chartered Profit Sharing Plan in FL ($21M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Orthopaedic Associates, Inc. Profit Sharing Plan & Trust assets move in 2022? ▼
Orthopaedic Associates, Inc. Profit Sharing Plan & Trust edged up modestly - up 2.4% during 2022, from $20M to $21M. Reported net income was $482K.
How have Orthopaedic Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Orthopaedic Associates, Inc.'s sponsor-wide assets grew 12.8%, from $21M to $23M.
Where does Orthopaedic Associates, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Orthopaedic Associates, Inc. Profit Sharing Plan & Trust ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orthopaedic Associates, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ketchum, Wood and Burgert Chartered Profit Sharing Plan in FL ($21M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Associates, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants, $89K 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 341057660.

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.