401(k) · DOL Form 5500 · 2023

Alta Orthopaedics Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
54
Participants Small participant base
55th
Percentile by assets National rank
$157,075
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Alta Orthopaedics Medical Group, Inc. · California · Healthcare & Social Assistance

$8M in assets, 54 participants

Alta Orthopaedics Medical Group, Inc.'s Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,719 in Healthcare & Social Assistance (17,684 peers)

Alta Orthopaedics Medical Group, Inc. multi-year trail

Alta Orthopaedics Medical Group, Inc.'s plans moved +62.9% in assets from 2022 to 2024; this filing shows Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan at $8M / 54 participants.

#10,719
in Healthcare & Social Assistance (17,684 peers)
+31.6%
assets growth YoY

Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,482,074 Top 45% higher than 55% 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

Alta Orthopaedics Medical Group, Inc. 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. Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$617K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 46 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770452777 · Alta Orthopaedics Medical Group, Inc. PY 2023 · 401(k)

Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan · $8M · 54 · 55th

  • 5500 $8M
  • 5500 54
  • 5500 55th
  • 5500 401(k)
  • 5500 near Intelligent Brands, Inc. 401(k) Plan
  • 5500 ind #10719

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 →

Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing PlanAlta Orthopaedics Medical Gr…$8MIntelligent Brands, Inc. 401(k) PlanIntelligent Brands, Inc. 401…$8MNeo Industries L.L.C. 401(k) PlanNeo Industries L.L.C. 401(k)…$8MItility, LLC Safe Harbor 401(k) PlanItility, LLC Safe Harbor 401…$8MKey West Boats, Inc. Retirement Savings PlanKey West Boats, Inc. Retirem…$8M
End-of-year total assets ($M) among Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alta Orthopaedics Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alta Orthopaedics Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 62.89268089999979% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.45M $10.5M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 46 $6M
2023 1 54 $8M
2024 1 71 $10M

Alta Orthopaedics Medical Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN770452777
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Alta Orthopaedics Medical Group, Inc. 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 ($B) Participants Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008482074 · Participants: 54Alta Orthopaedics Medical Group, Inc. 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
Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alta Orthopaedics Medical Group, Inc. 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 Intelligent Brands, Inc. 401(k) Plan in TX ($8M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan surged - up 31.6% during 2023, from $6M to $8M. Reported net income was $2M.
How have Alta Orthopaedics Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alta Orthopaedics Medical Group, Inc.'s sponsor-wide assets grew 62.9%, from $6M to $10M.
Which 401(k) plans are similar in size to Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intelligent Brands, Inc. 401(k) Plan in TX ($8M, 546 participants).
Which 401(k) plans cover a similar participant headcount to Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 770452777.

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.