401(k) · DOL Form 5500 · 2023

Regional Orthopaedic Associates, P.a. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
166
Participants Small participant base
82nd
Percentile by assets National rank
$223,739
Avg per participant Above avg balance/head
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Official DOL plan name: Regional Orthopaedic Associates 401(k) Psp · Sponsored by Regional Orthopaedic Associates, P.a. · Delaware · Healthcare & Social Assistance

$37M in assets, 166 participants

Regional Orthopaedic Associates, P.a.'s Regional Orthopaedic Associates 401(k) Psp reported $37M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,000 in Healthcare & Social Assistance (17,684 peers)

Coverage in Delaware

Regional Orthopaedic Associates 401(k) Psp covers 166 participants in Delaware, about 31% of the average Delaware filer (state average ~536 per filing). Assets: $37M.

#15,000
in Healthcare & Social Assistance (17,684 peers)
+25.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Regional Orthopaedic Associates 401(k) Psp's outsized position by total assets

Regional Orthopaedic Associates 401(k) Psp vs every filed plan by assets

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

$37,140,669 Top 18% higher than 82% 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

Regional Orthopaedic Associates 401(k) Psp among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Regional Orthopaedic Associates 401(k) Psp sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Regional Orthopaedic Associates 401(k) Psp reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Regional Orthopaedic Associates 401(k) Psp end-of-year assets rose from $30M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Regional Orthopaedic Associates 401(k) Psp reported participants rose from 163 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 510366909 · Regional Orthopaedic Associates, P.a. PY 2023 · 401(k)

Regional Orthopaedic Associates 401(k) Psp · $37M · 166 · 82nd

  • SCH $37M
  • SCH 166
  • SCH 82nd
  • SCH 401(k)
  • SCH near Mach Resources, LLC 401(k) Plan
  • SCH ind #15000

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 Delaware →

Regional Orthopaedic Associates 401(k) Psp in the asset neighbourhood

Regional Orthopaedic Associates 401(k) PspRegional Orthopaedic Associa…$37MMach Resources, LLC 401(k) PlanMach Resources, LLC 401(k) P…$37MAberdeen Proving Ground Federal Credit Union 401(k) PlanAberdeen Proving Ground Fede…$37MThe Capital Accumulation Plan for the Employees of Southern Bank and TrustThe Capital Accumulation Pla…$37MChestnut Health Systems, Inc. 401(k) Retirement PlanChestnut Health Systems, Inc…$37M
End-of-year total assets ($M) among Regional Orthopaedic Associates 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$37M
Net Income$8M
Employer EIN510366909
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Regional Orthopaedic Associates, P.a.)

Sponsor-wide plan assets over time

All Regional Orthopaedic Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 31.73969352946847% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.5M $38.9M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 163 $30M
2023 1 166 $37M
2024 1 170 $39M

Nearby 401(k) Plans in Delaware

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

Regional Orthopaedic Associates 401(k) Psp vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Regional Orthopaedic Associates 401(k) Psp, Total assets ($B): 0.037140669 · Participants: 166Regional Orthopaedic Associates 401(k) PspAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Regional Orthopaedic Associates 401(k) Psp vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Regional Orthopaedic Associates 401(k) Psp side-by-side with 3 peers →

Regional Orthopaedic Associates 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Mach Resources, LLC 401(k) Plan in OK ($37M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Regional Orthopaedic Associates 401(k) Psp assets move in 2023? ▼
Regional Orthopaedic Associates 401(k) Psp grew sharply - up 25.9% during 2023, from $30M to $37M. Reported net income was $8M.
How have Regional Orthopaedic Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Regional Orthopaedic Associates, P.a.'s sponsor-wide assets grew 31.7%, from $30M to $39M.
Where does Regional Orthopaedic Associates 401(k) Psp rank by assets among Form 5500 filers? ▼
Regional Orthopaedic Associates 401(k) Psp ranks in the 82nd 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 Regional Orthopaedic Associates 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Mach Resources, LLC 401(k) Plan in OK ($37M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Regional Orthopaedic Associates 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 510366909.

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.