401(k) · DOL Form 5500 · 2022

Orthopedic Associates of Dutchess County, PC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
149
Participants Small participant base
67th
Percentile by assets National rank
$76,145
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust · Sponsored by Orthopedic Associates of Dutchess County, PC · New York · Healthcare & Social Assistance

$11M in assets, 149 participants

Orthopedic Associates of Dutchess County, PC's Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,565 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust covers 149 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $11M.

#14,565
in Healthcare & Social Assistance (20,060 peers)
-64.3%
assets change YoY

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,345,611 Top 33% higher than 67% 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

Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (149 participants).

EBSA filing schedule strip

Filing strip 141539760 · Orthopedic Associates of Dutchess County, PC PY 2022 · 401(k)

Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust · $11M · 149 · 67th

  • SCH $11M
  • SCH 149
  • SCH 67th
  • SCH 401(k)
  • SCH near W.M. Keck Foundation Retirement Plan
  • SCH ind #14565

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 New York →

Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and TrustOrthopedic Associates of Dut…$11MW.M. Keck Foundation Retirement PlanW.M. Keck Foundation Retirem…$11MBurning Man Project 401(k) PlanBurning Man Project 401(k) P…$11MBearing Service, Inc. 401(k) Profit Sharing Plan and TrustBearing Service, Inc. 401(k)…$11MPine Manor, Inc. 401(k) Plan$11M
End-of-year total assets ($M) among Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$11M
Net Income-$20M
Employer EIN141539760
Plan Effective Date1971-11-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Associates of Dutchess County, PC)

Sponsor-wide plan assets over time

All Orthopedic Associates of Dutchess County, PC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M 20222023 $11.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 149 $11M
2023 1 N/A N/A

Nearby 401(k) Plans in New York

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

Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011345611 · Participants: 149Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is W.M. Keck Foundation Retirement Plan in CA ($11M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust contracted severely - down 64.3% during 2022, from $32M to $11M. Reported net income was -$20M.
Which 401(k) plans are similar in size to Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is W.M. Keck Foundation Retirement Plan in CA ($11M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Associates of Dutchess County, PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (149 participants, $11M 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 141539760.

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.