401(k) · DOL Form 5500 · 2023

Orthocincy Orthopaedics & Sports Me 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
361
Participants Below avg headcount
87th
Percentile by assets National rank
$153,241
Avg per participant Above avg balance/head
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Official DOL plan name: Orthocincy Retirement Plan · Sponsored by Orthocincy Orthopaedics & Sports Me · Kentucky · Healthcare & Social Assistance

$55M in assets, 361 participants

Orthocincy Orthopaedics & Sports Me's Orthocincy Retirement Plan reported $55M in total assets and 361 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,670 in Healthcare & Social Assistance (17,684 peers)

Where Orthocincy Retirement Plan sits by assets

Orthocincy Retirement Plan sits in the top quartile of all filed plans by assets, $55M for 361 participants (~$153,241/participant), up 27.1% in 2023.

#15,670
in Healthcare & Social Assistance (17,684 peers)
+27.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Orthocincy Retirement Plan's outsized position by total assets

Orthocincy Retirement Plan vs every filed plan by assets

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

$55,320,094 Top 13% higher than 87% 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

Orthocincy Retirement Plan 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. Orthocincy Retirement Plan sits mid-pack in the medium band (361 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthocincy Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Orthocincy Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Orthocincy Retirement Plan reported participants rose from 327 in the plan year 2022 filing to 361 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611274265 · Orthocincy Orthopaedics & Sports Me PY 2023 · 401(k)

Orthocincy Retirement Plan · $55M · 361 · 87th

  • EIN $55M
  • EIN 361
  • EIN 87th
  • EIN 401(k)
  • EIN near Centerview Partners LLC 401(k) Plan
  • EIN ind #15670

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 Kentucky →

Orthocincy Retirement Plan in the asset neighbourhood

Gf Machining Solutions Retirement Savings PlanGf Machining Solutions Retir…$55MOrthocincy Retirement Plan$55MCenterview Partners LLC 401(k) PlanCenterview Partners LLC 401(…$55MSavant Capital, LLC 401(k) PlanSavant Capital, LLC 401(k) P…$55MBatescarey LLP Profit Sharing Plan and Trust with Cash or Deferred 401(k) FeaturesBatescarey LLP Profit Sharin…$55M
End-of-year total assets ($M) among Orthocincy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$55M
Net Income$12M
Employer EIN611274265
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthocincy Orthopaedics & Sports Me)

Sponsor-wide plan assets over time

All Orthocincy Orthopaedics & Sports Me plans reported in each filing year

Latest sponsor-wide plan assets
$65M 49.95025035250873% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.5M $65.2M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 327 $44M
2023 1 361 $55M
2024 1 440 $65M

Nearby 401(k) Plans in Kentucky

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

Orthocincy Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Orthocincy Retirement Plan, Total assets ($B): 0.055320094 · Participants: 361Orthocincy Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Orthocincy Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Orthocincy Retirement Plan side-by-side with 3 peers →

Orthocincy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Centerview Partners LLC 401(k) Plan in NY ($55M); by covered participants it is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Orthocincy Retirement Plan assets move in 2023? ▼
Orthocincy Retirement Plan grew sharply - up 27.1% during 2023, from $44M to $55M. Reported net income was $12M.
How have Orthocincy Orthopaedics & Sports Me plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthocincy Orthopaedics & Sports Me's sponsor-wide assets grew 50.0%, from $44M to $65M.
Where does Orthocincy Retirement Plan rank by assets among Form 5500 filers? ▼
Orthocincy Retirement Plan ranks in the 87th 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 Orthocincy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centerview Partners LLC 401(k) Plan in NY ($55M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Orthocincy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants, $4M 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 611274265.

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.