401(k) · DOL Form 5500 · 2023

Arthrex, Inc. 401(k) Plan

Data updated 2026-08-25

$437M
Total assets Above avg plan size
4,339
Participants Above avg headcount
97th
Percentile by assets National rank
$100,676
Avg per participant Below avg balance/head
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Official DOL plan name: Arthrex 401(k) Retirement Savings Plan · Sponsored by Arthrex, Inc. · Florida · Other Services

$437M in assets, 4,339 participants

Arthrex, Inc.'s Arthrex 401(k) Retirement Savings Plan reported $437M in total assets and 4,339 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #7,802 in Other Services (7,857 peers)

Coverage in Florida

Arthrex 401(k) Retirement Savings Plan covers 4,339 participants in Florida, 6.9x the typical Florida plan (state average ~628 per filing). Assets: $437M.

#7,802
in Other Services (7,857 peers)
+28.7%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Arthrex 401(k) Retirement Savings Plan's outsized position by total assets

Arthrex 401(k) Retirement Savings Plan vs every filed plan by assets

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

$436,833,228 Top 3% higher than 97% 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

Arthrex 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arthrex 401(k) Retirement Savings Plan lands in the large band (4,339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arthrex 401(k) Retirement Savings Plan reported net income rose from -$27M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Arthrex 401(k) Retirement Savings Plan end-of-year assets rose from $340M in the plan year 2022 filing to $437M in the plan year 2023 filing.
  • Arthrex 401(k) Retirement Savings Plan reported participants rose from 4,065 in the plan year 2022 filing to 4,339 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061121728 · Arthrex, Inc. PY 2023 · 401(k)

Arthrex 401(k) Retirement Savings Plan · $437M · 4,339 · 97th

  • PCT $437M
  • PCT 4,339
  • PCT 97th
  • PCT 401(k)
  • PCT near Siteone Savings and Investment Plan
  • PCT ind #7802

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 Other Services retirement plans → · Plans in Florida →

Arthrex 401(k) Retirement Savings Plan in the asset neighbourhood

Rithm Capital Family of Companies 401(k) PlanRithm Capital Family of Comp…$437MJennison Associates Savings PlanJennison Associates Savings …$437MSiteone Savings and Investment PlanSiteone Savings and Investme…$437MArthrex 401(k) Retirement Savings PlanArthrex 401(k) Retirement Sa…$437MLogan Health Retirement Savings PlanLogan Health Retirement Savi…$437M
End-of-year total assets ($M) among Arthrex 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$340M
Net Assets (End of Year)$437M
Net Income$97M
Employer EIN061121728
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arthrex, Inc.)

Sponsor-wide plan assets over time

All Arthrex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$540M 59.07456851850789% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $340M $540M ▲ +59.1%
Year Plans Participants Total Assets
2022 1 4,065 $340M
2023 1 4,339 $437M
2024 1 5,212 $540M

Nearby 401(k) Plans in Florida

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

Arthrex 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Arthrex 401(k) Retirement Savings Plan, Total assets ($B): 0.436833228 · Participants: 4339Arthrex 401(k) Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Arthrex 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Arthrex 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Siteone Savings and Investment Plan in GA ($437M); by covered participants it is South Texas Pizza Inc 401(k) Plan in TX (4,340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($437M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,339 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 Arthrex 401(k) Retirement Savings Plan assets move in 2023? ▼
Arthrex 401(k) Retirement Savings Plan grew sharply - up 28.7% during 2023, from $340M to $437M. Reported net income was $97M.
How have Arthrex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arthrex, Inc.'s sponsor-wide assets grew 59.1%, from $340M to $540M.
Where does Arthrex 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Arthrex 401(k) Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Arthrex 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Siteone Savings and Investment Plan in GA ($437M, 6,494 participants).
Which 401(k) plans cover a similar participant headcount to Arthrex 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is South Texas Pizza Inc 401(k) Plan in TX (4,340 participants, $70K 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 061121728.

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.