401(k) · DOL Form 5500 · 2023
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $484,041
- Avg per participant High balance/head
Official DOL plan name: Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust · Sponsored by Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust · Idaho · Healthcare & Social Assistance
$9M in assets, 18 participants
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust's Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #10,823 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust grew sharply 22.9% in 2023 ($7M → $9M) for 18 participants.
- #10,823
- in Healthcare & Social Assistance (17,684 peers)
- +22.9%
- assets growth YoY
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,712,745 Top 44% higher than 56% 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
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust reported participants fell from 24 in the plan year 2022 filing to 18 in the plan year 2023 filing.
- Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 820299260 · Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust PY 2023 · 401(k)
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust · $9M · 18 · 56th
- BOOK $9M
- VS-ST 18
- BOY 56th
- SCH 401(k)
- EBSA near Co-Op 401(k) Plan
- PART ind #10823
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 Idaho →
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust years around the 2023 move
Sponsor-wide plan assets over time
All Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 7.147407605860207% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $7M |
| 2023 | 1 | 18 | $9M |
| 2024 | 1 | 20 | $7M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 820299260 |
| Plan Effective Date | 1976-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.2B · 9,865
- Idaho National Laboratory Employee Investment Plan $2.3B · 6,419
- Simplot Retirement Savings Plan $1.4B · 8,746
- Idaho Power Company Employee Savings Plan $794M · 2,089
- Boise Cascade Company Savings Plan $656M · 3,476
Orthopedic & Fracture Clinic, P.a. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Co-Op 401(k) Plan in MN ($9M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Co-Op 401(k) Plan (MN) $9M · 94
- Miller Mayer 401(k) Plan (NY) $9M · 35
- Resident Home, LLC 401(k) Plan (IN) $9M · 247
- High Tech Finishing 401(k) Plan (TX) $9M · 135
Similar participant headcount
Nearest other-state filings by covered participants (18 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.