401(k) · DOL Form 5500 · 2023

Advanced Physical Therapy & Sports Medicine 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
110
Participants Small participant base
57th
Percentile by assets National rank
$85,232
Avg per participant Below avg balance/head
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Official DOL plan name: Advanced Physical Therapy 401(k) Plan · Sponsored by Advanced Physical Therapy & Sports Medicine · Wisconsin · Healthcare & Social Assistance

$9M in assets, 110 participants

Advanced Physical Therapy & Sports Medicine's Advanced Physical Therapy 401(k) Plan reported $9M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,114 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Advanced Physical Therapy 401(k) Plan covers 110 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#11,114
in Healthcare & Social Assistance (17,684 peers)
+34.6%
assets growth YoY

Advanced Physical Therapy 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Advanced Physical Therapy 401(k) Plan vs every filed plan by assets

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

$9,375,471 Top 43% higher than 57% 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

Advanced Physical Therapy 401(k) Plan 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. Advanced Physical Therapy 401(k) Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Physical Therapy 401(k) Plan reported net income rose from -$639K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Advanced Physical Therapy 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Advanced Physical Therapy 401(k) Plan reported participants fell from 114 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391930290 · Advanced Physical Therapy & Sports Medicine PY 2023 · 401(k)

Advanced Physical Therapy 401(k) Plan · $9M · 110 · 57th

  • BOOK $9M
  • BOOK 110
  • BOOK 57th
  • BOOK 401(k)
  • BOOK near Ottinger Hebert, LLC Profit Sharing 401(k) Plan
  • BOOK ind #11114

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 Wisconsin →

Advanced Physical Therapy 401(k) Plan in the asset neighbourhood

Advanced Physical Therapy 401(k) PlanAdvanced Physical Therapy 40…$9MOttinger Hebert, LLC Profit Sharing 401(k) PlanOttinger Hebert, LLC Profit …$9MWorkboard, Inc, 401(k) Plan$9MEndicott Capital Management, L.L.C. Profit Sharing PlanEndicott Capital Management,…$9MSos Global Express, Inc. 401(k) PlanSos Global Express, Inc. 401…$9M
End-of-year total assets ($M) among Advanced Physical Therapy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN391930290
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Physical Therapy & Sports Medicine)

Sponsor-wide plan assets over time

All Advanced Physical Therapy & Sports Medicine plans reported in each filing year

Latest sponsor-wide plan assets
$11M 57.89050451324969% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.96M $11M ▲ +58.0%
Year Plans Participants Total Assets
2022 1 114 $7M
2023 1 110 $9M
2024 1 117 $11M

Nearby 401(k) Plans in Wisconsin

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

Advanced Physical Therapy 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Advanced Physical Therapy 401(k) Plan, Total assets ($B): 0.009375471 · Participants: 110Advanced Physical Therapy 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Advanced Physical Therapy 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Advanced Physical Therapy 401(k) Plan side-by-side with 3 peers →

Advanced Physical Therapy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ottinger Hebert, LLC Profit Sharing 401(k) Plan in LA ($9M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Advanced Physical Therapy 401(k) Plan assets move in 2023? ▼
Advanced Physical Therapy 401(k) Plan surged - up 34.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have Advanced Physical Therapy & Sports Medicine plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Physical Therapy & Sports Medicine's sponsor-wide assets grew 57.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Advanced Physical Therapy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ottinger Hebert, LLC Profit Sharing 401(k) Plan in LA ($9M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Physical Therapy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A 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 391930290.

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.