401(k) · DOL Form 5500 · 2022

Ortho Benefits Corp 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
329
Participants Below avg headcount
85th
Percentile by assets National rank
$113,260
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ortho 401(k) Solutions · Sponsored by Ortho Benefits Corp · Florida · Other Services

$37M in assets, 329 participants

Ortho Benefits Corp's Ortho 401(k) Solutions reported $37M in total assets and 329 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,817 in Other Services (8,398 peers)

Where Ortho 401(k) Solutions sits by assets

Ortho 401(k) Solutions sits in the top quartile of all filed plans by assets, $37M for 329 participants (~$113,260/participant), down 11.6% in 2022.

#7,817
in Other Services (8,398 peers)
-11.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ortho 401(k) Solutions's outsized position by total assets

Ortho 401(k) Solutions vs every filed plan by assets

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

$37,262,540 Top 15% higher than 85% 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

Ortho 401(k) Solutions 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. Ortho 401(k) Solutions sits mid-pack in the medium band (329 participants).

Published 5500 schedule card

Filing strip 471797746 · Ortho Benefits Corp PY 2022 · 401(k)

Ortho 401(k) Solutions · $37M · 329 · 85th

  • SCH $37M
  • SCH 329
  • SCH 85th
  • SCH 401(k)
  • SCH near Anesthesiology Group Associates, Inc. (Apmc) Profit Sharing Plan
  • SCH ind #7817

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 Other Services retirement plans → · Plans in Florida →

Ortho 401(k) Solutions in the asset neighbourhood

Genesis Medical Associates, Inc. 401(k) Profit Sharing PlanGenesis Medical Associates, …$37MOrtho 401(k) Solutions$37MAnesthesiology Group Associates, Inc. (Apmc) Profit Sharing PlanAnesthesiology Group Associa…$37MBrown Machine Group 401(k) PlanBrown Machine Group 401(k) P…$37MMidway Arms, Inc. 401(k) Retirement Savings PlanMidway Arms, Inc. 401(k) Ret…$37M
End-of-year total assets ($M) among Ortho 401(k) Solutions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$37M
Net Income-$5M
Employer EIN471797746
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortho Benefits Corp)

Sponsor-wide plan assets over time

All Ortho Benefits Corp plans reported in each filing year

Latest sponsor-wide plan assets
$43M 14.375211673707696% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.3M $42.6M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 329 $37M
2023 2 535 $41M
2024 2 416 $43M

Nearby 401(k) Plans in Florida

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

Ortho 401(k) Solutions vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Ortho 401(k) Solutions, Total assets ($B): 0.03726254 · Participants: 329Ortho 401(k) SolutionsL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Ortho 401(k) Solutions vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ortho 401(k) Solutions side-by-side with 3 peers →

Ortho 401(k) Solutions's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Anesthesiology Group Associates, Inc. (Apmc) Profit Sharing Plan in LA ($37M); by covered participants it is Anchor Industries, Inc. 401(k) Plan in IN (329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (329 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 Ortho 401(k) Solutions assets move in 2022? ▼
Ortho 401(k) Solutions pulled back noticeably - down 11.6% during 2022, from $42M to $37M. Reported net income was -$5M.
How have Ortho Benefits Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortho Benefits Corp's sponsor-wide assets grew 14.4%, from $37M to $43M.
Where does Ortho 401(k) Solutions rank by assets among Form 5500 filers? ▼
Ortho 401(k) Solutions ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ortho 401(k) Solutions? ▼
Among 401(k) plans in other states, the closest by assets is Anesthesiology Group Associates, Inc. (Apmc) Profit Sharing Plan in LA ($37M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Ortho 401(k) Solutions? ▼
Among 401(k) plans in other states, the closest by covered participants is Anchor Industries, Inc. 401(k) Plan in IN (329 participants, $15M 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 471797746.

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.