Other · DOL Form 5500 · 2023
Orthopaedics and Arthroscopic Insti Tute, P.S.C. Retirement Plan
Data updated 2026-08-25
- $215K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $215,071
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedics and Arthroscopic Institute Retirement Plan · Sponsored by Orthopaedics and Arthroscopic Insti Tute, P.S.C. · Puerto Rico · Healthcare & Social Assistance
$215K in assets, 1 participants
Orthopaedics and Arthroscopic Insti Tute, P.S.C.'s Orthopaedics and Arthroscopic Institute Retirement Plan reported $215K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,390 in Healthcare & Social Assistance (17,684 peers)
Orthopaedics and Arthroscopic Insti Tute, P.S.C. multi-year trail
Orthopaedics and Arthroscopic Insti Tute, P.S.C.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Orthopaedics and Arthroscopic Institute Retirement Plan at $215K / 1 participant.
- #1,390
- in Healthcare & Social Assistance (17,684 peers)
- +14.1%
- assets growth YoY
Orthopaedics and Arthroscopic Institute Retirement Plan among the smaller filed plans by assets
Orthopaedics and Arthroscopic Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$215,071 11th percentile higher than 11% 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
Orthopaedics and Arthroscopic Institute Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopaedics and Arthroscopic Institute Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopaedics and Arthroscopic Institute Retirement Plan reported net income rose from -$45K in the plan year 2022 filing to $27K in the plan year 2023 filing.
- Orthopaedics and Arthroscopic Institute Retirement Plan end-of-year assets rose from $189K in the plan year 2022 filing to $215K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 660803085 · Orthopaedics and Arthroscopic Insti Tute, P.S.C. PY 2023 · Other
Orthopaedics and Arthroscopic Institute Retirement Plan · $215K · 1 · 11th
- ASSETS $215K
- ASSETS 1
- ASSETS 11th
- ASSETS Other
- ASSETS near Cablz, Inc. 401(k) Plan
- ASSETS ind #1390
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 Puerto Rico →
Orthopaedics and Arthroscopic Institute Retirement Plan in the asset neighbourhood
Orthopaedics and Arthroscopic Insti Tute, P.S.C. multi-year asset trail
Sponsor-wide plan assets over time
All Orthopaedics and Arthroscopic Insti Tute, P.S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $238K 26.48119471373115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $189K |
| 2023 | 1 | 1 | $215K |
| 2024 | 1 | 1 | $238K |
Orthopaedics and Arthroscopic Insti Tute, P.S.C. filing trail (2023)
| Total Assets (Beginning of Year) | $189K |
|---|---|
| Net Assets (End of Year) | $215K |
| Net Income | $27K |
| Employer EIN | 660803085 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Puerto Rico
Peer Other plans, same state, same plan type, ranked by total assets.
- Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan $102M · 1,314
- Bd Savings Plan for Puerto Rico Employees $70M · 1,390
- Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan $25M · 208
- Sarco Employees Retirement Plan $23M · 3,515
- Retirement Plan of Henkel Puerto Rico, Inc. $18M · 232
Orthopaedics and Arthroscopic Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside Puerto Rico, the nearest Other by assets is Cablz, Inc. 401(k) Plan in AL ($212K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($215K here).
- Cablz, Inc. 401(k) Plan (AL) $212K · 5
- Eden Medical Center Nurses Plan (CA) $208K · 43
- Edward J Gilson Jr (PA) $226K · 2
- Blazesports America, Inc Deferred Compensation Pla (GA) $201K · 4
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Ap/M 401(k) Plan (IA) 1 · 0 off
- Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
- Morrow Valley Ranch Investment Plan (MO) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.