401(k) · DOL Form 5500 · 2023

University Orthopaedic Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
69
Participants Small participant base
79th
Percentile by assets National rank
$421,269
Avg per participant High balance/head
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Official DOL plan name: University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan · Sponsored by University Orthopaedic Clinic, P.C. · Alabama · Healthcare & Social Assistance

$29M in assets, 69 participants

University Orthopaedic Clinic, P.C.'s University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported $29M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,503 in Healthcare & Social Assistance (17,684 peers)

Where University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits by assets

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $29M for 69 participants (~$421,269/participant), up 12.7% in 2023.

#14,503
in Healthcare & Social Assistance (17,684 peers)
+12.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,067,595 Top 21% higher than 79% 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

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan reported participants rose from 66 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630732734 · University Orthopaedic Clinic, P.C. PY 2023 · 401(k)

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan · $29M · 69 · 79th

  • BOOK $29M
  • VS-ST 69
  • BOY 79th
  • SCH 401(k)
  • EBSA near Remed Holdings, LLC and Affiliated Companies 401(k) Plan
  • PART ind #14503

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 Alabama →

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing PlanUniversity Orthopaedic Clini…$29MRemed Holdings, LLC and Affiliated Companies 401(k) PlanRemed Holdings, LLC and Affi…$29MTaylor United, Inc. 401(k) PlanTaylor United, Inc. 401(k) P…$29MBlack Hills Orthopedic and Spine Center 401(k) Profit Sharing PlanBlack Hills Orthopedic and S…$29MHalquist Stone Company, Inc. 401(k) Profit Sharing PlanHalquist Stone Company, Inc.…$29M
End-of-year total assets ($M) among University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN630732734
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Orthopaedic Clinic, P.C.)

Sponsor-wide plan assets over time

All University Orthopaedic Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.086751848631188% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.8M $32M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 66 $26M
2023 1 69 $29M
2024 1 63 $32M

Nearby 401(k) Plans in Alabama

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

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.029067595 · Participants: 69University Orthopaedic Clinic, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Remed Holdings, LLC and Affiliated Companies 401(k) Plan in PA ($29M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 12.7% during 2023, from $26M to $29M. Reported net income was $3M.
How have University Orthopaedic Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Orthopaedic Clinic, P.C.'s sponsor-wide assets grew 24.1%, from $26M to $32M.
Where does University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Remed Holdings, LLC and Affiliated Companies 401(k) Plan in PA ($29M, 948 participants).
Which 401(k) plans cover a similar participant headcount to University Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 630732734.

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.