401(k) · DOL Form 5500 · 2023
New England Orthopedic Surgeons, Inc. 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 283
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $183,651
- Avg per participant Above avg balance/head
Official DOL plan name: New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust · Sponsored by New England Orthopedic Surgeons, Inc. · Massachusetts · Healthcare & Social Assistance
$52M in assets, 283 participants
New England Orthopedic Surgeons, Inc.'s New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust reported $52M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,580 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust covers 283 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $52M.
- #15,580
- in Healthcare & Social Assistance (17,684 peers)
- +19.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust's outsized position by total assets
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,973,169 Top 14% higher than 86% 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
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (283 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust reported participants rose from 230 in the plan year 2022 filing to 283 in the plan year 2023 filing.
- New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust end-of-year assets rose from $44M in the plan year 2022 filing to $52M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042521996 · New England Orthopedic Surgeons, Inc. PY 2023 · 401(k)
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust · $52M · 283 · 86th
- EOY $52M
- 5500 283
- ASSETS 86th
- PCT 401(k)
- EIN near Luma Energy 401 (K) Pr Retirement Savings Plan
- RANK ind #15580
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 Massachusetts →
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $8M |
| Employer EIN | 042521996 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New England Orthopedic Surgeons, Inc.)
Sponsor-wide plan assets over time
All New England Orthopedic Surgeons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 40.04879679257956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $44M |
| 2023 | 1 | 283 | $52M |
| 2024 | 2 | 253 | $61M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
New England Orthopedic Surgeons, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Luma Energy 401 (K) Pr Retirement Savings Plan in PR ($52M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Luma Energy 401 (K) Pr Retirement Savings Plan (PR) $52M · 3,216
- Image First Holdings, LLC Retirement Savings Plan (PA) $52M · 3,557
- Ironroad, Inc. Retirement Savings Plan (OH) $52M · 969
- Habush Habush & Rottier, S.C. 401(k) Savings Plan (WI) $52M · 129
Similar participant headcount
Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.
- Hiroad & Blueowl 401(k) Savings Plan and Trust (IL) 283 · 0 off
- Puris Retirement Plan (MN) 283 · 0 off
- Rodl Management, Inc. 401(k) Savings Plan (GA) 283 · 0 off
- L & N Federal Credit Union 401(k) Plan and Trust (KY) 283 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.