401(k) · DOL Form 5500 · 2023

Orthopedic Surgery Associates of North County 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
7
Participants Small participant base
66th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Orthopedic Surgery Associates 401(k) Profit Sharing Plan · Sponsored by Orthopedic Surgery Associates of North County · California · Healthcare & Social Assistance

$14M in assets, 7 participants

Orthopedic Surgery Associates of North County's Orthopedic Surgery Associates 401(k) Profit Sharing Plan reported $14M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,535 in Healthcare & Social Assistance (17,684 peers)

Orthopedic Surgery Associates of North County multi-year trail

Orthopedic Surgery Associates of North County's plans moved +58.8% in assets from 2022 to 2024; this filing shows Orthopedic Surgery Associates 401(k) Profit Sharing Plan at $14M / 7 participants.

#12,535
in Healthcare & Social Assistance (17,684 peers)
+27.1%
assets growth YoY

Orthopedic Surgery Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopedic Surgery Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,004,715 Top 34% higher than 66% 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

Orthopedic Surgery Associates 401(k) Profit Sharing 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. Orthopedic Surgery Associates 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopedic Surgery Associates 401(k) Profit Sharing Plan reported net income rose from -$990K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Orthopedic Surgery Associates 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Orthopedic Surgery Associates 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330631377 · Orthopedic Surgery Associates of North County PY 2023 · 401(k)

Orthopedic Surgery Associates 401(k) Profit Sharing Plan · $14M · 7 · 66th

  • VS-ST $14M
  • VS-ST 7
  • VS-ST 66th
  • VS-ST 401(k)
  • VS-ST near Southeastern Pathology, PC Profit Sharing Plan
  • VS-ST ind #12535

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 California →

Orthopedic Surgery Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Turning Tech, LLC 401(k) Profit Sharing PlanTurning Tech, LLC 401(k) Pro…$14MOrthopedic Surgery Associates 401(k) Profit Sharing PlanOrthopedic Surgery Associate…$14MSoutheastern Pathology, PC Profit Sharing PlanSoutheastern Pathology, PC P…$14MElectronics Research, Inc. Profit Sharing PlanElectronics Research, Inc. P…$14MArmor Defense Inc. 401(k) P/S PlanArmor Defense Inc. 401(k) P/…$14M
End-of-year total assets ($M) among Orthopedic Surgery Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Orthopedic Surgery Associates of North County multi-year asset trail

Sponsor-wide plan assets over time

All Orthopedic Surgery Associates of North County plans reported in each filing year

Latest sponsor-wide plan assets
$17M 58.78905158188263% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11M $17.5M ▲ +58.8%
Year Plans Participants Total Assets
2022 1 6 $11M
2023 1 7 $14M
2024 1 7 $17M

Orthopedic Surgery Associates of North County filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN330631377
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Orthopedic Surgery Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Orthopedic Surgery Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.014004715 · Participants: 7Orthopedic Surgery Associates 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Orthopedic Surgery Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Orthopedic Surgery Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic Surgery Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Southeastern Pathology, PC Profit Sharing Plan in GA ($14M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Orthopedic Surgery Associates 401(k) Profit Sharing Plan assets move in 2023? ▼
Orthopedic Surgery Associates 401(k) Profit Sharing Plan grew sharply - up 27.1% during 2023, from $11M to $14M. Reported net income was $3M.
How have Orthopedic Surgery Associates of North County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Surgery Associates of North County's sponsor-wide assets grew 58.8%, from $11M to $17M.
Which 401(k) plans are similar in size to Orthopedic Surgery Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeastern Pathology, PC Profit Sharing Plan in GA ($14M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Surgery Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 330631377.

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.