401(k) · DOL Form 5500 · 2023
Newton Wellesley Orthopedic Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $570,227
- Avg per participant High balance/head
Official DOL plan name: Newton Wellesley Orthopedic Associates, Inc. Retirement Plan · Sponsored by Newton Wellesley Orthopedic Associates, Inc. · Massachusetts · Healthcare & Social Assistance
$25M in assets, 43 participants
Newton Wellesley Orthopedic Associates, Inc.'s Newton Wellesley Orthopedic Associates, Inc. Retirement Plan reported $25M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #14,131 in Healthcare & Social Assistance (17,684 peers)
Where Newton Wellesley Orthopedic Associates, Inc. Retirement Plan sits by assets
Newton Wellesley Orthopedic Associates, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 43 participants (~$570,227/participant), up 12.7% in 2023.
- #14,131
- in Healthcare & Social Assistance (17,684 peers)
- +12.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Newton Wellesley Orthopedic Associates, Inc. Retirement Plan's outsized position by total assets
Newton Wellesley Orthopedic Associates, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,519,750 Top 24% higher than 76% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Newton Wellesley Orthopedic Associates, Inc. Retirement 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. Newton Wellesley Orthopedic Associates, Inc. Retirement Plan is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Newton Wellesley Orthopedic Associates, Inc. Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Newton Wellesley Orthopedic Associates, Inc. Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Newton Wellesley Orthopedic Associates, Inc. Retirement Plan reported participants fell from 47 in the plan year 2022 filing to 43 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042461479 · Newton Wellesley Orthopedic Associates, Inc. PY 2023 · 401(k)
Newton Wellesley Orthopedic Associates, Inc. Retirement Plan · $25M · 43 · 76th
- BOOK $25M
- BOOK 43
- BOOK 76th
- BOOK 401(k)
- BOOK near The Krapf Group 401(k) Plan
- BOOK ind #14131
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 Massachusetts →
Newton Wellesley Orthopedic Associates, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 042461479 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Newton Wellesley Orthopedic Associates, Inc.)
Sponsor-wide plan assets over time
All Newton Wellesley Orthopedic Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 12.687185226945436% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $22M |
| 2023 | 1 | 43 | $25M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Newton Wellesley Orthopedic Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is The Krapf Group 401(k) Plan in PA ($25M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- The Krapf Group 401(k) Plan (PA) $25M · 2,298
- Archerpoint Employee Stock Ownership and 401(k) Plan (GA) $25M · 67
- Houston Zoo Employees' 401(k) Plan (TX) $25M · 404
- Bear Holdings, LLC 401(k) Plan (MO) $25M · 558
Similar participant headcount
Nearest other-state filings by covered participants (43 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.