401(k) · DOL Form 5500 · 2023
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 137
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $200,883
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan · Sponsored by Orthopedic & Sports Medicine Specialists of Green Bay Sc · Wisconsin · Healthcare & Social Assistance
$28M in assets, 137 participants
Orthopedic & Sports Medicine Specialists of Green Bay Sc's Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan reported $28M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,387 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan covers 137 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $28M.
- #14,387
- in Healthcare & Social Assistance (17,684 peers)
- +12.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan's outsized position by total assets
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,521,009 Top 22% higher than 78% 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 & Sports Medicine Specialists of Green Bay Sc 401(k) 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. Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan reported net income rose from -$23K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 137 in the plan year 2023 filing.
DOL schedule card
Filing strip 261132759 · Orthopedic & Sports Medicine Specialists of Green Bay Sc PY 2023 · 401(k)
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan · $28M · 137 · 78th
- TYPE $28M
- NET 137
- BOOK 78th
- VS-ST 401(k)
- BOY near Xtivia, Inc. 401(k) Profit Sharing Plan and Trust
- SCH ind #14387
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 Wisconsin →
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 261132759 |
| Plan Effective Date | 2007-09-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopedic & Sports Medicine Specialists of Green Bay Sc)
Sponsor-wide plan assets over time
All Orthopedic & Sports Medicine Specialists of Green Bay Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 48.93567871548329% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 264 | $24M |
| 2023 | 2 | 272 | $29M |
| 2024 | 2 | 379 | $36M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Xtivia, Inc. 401(k) Profit Sharing Plan and Trust in NJ ($28M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Valley Perinatal Services (AZ) 137 · 0 off
- Kw Mission Critical Engineering, D.P.C. 401(k) Plan (NY) 137 · 0 off
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 137 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 137 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.