401(k) · DOL Form 5500 · 2023

Orthopaedics Northeast, PC 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
369
Participants Below avg headcount
91st
Percentile by assets National rank
$263,347
Avg per participant High balance/head
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Official DOL plan name: Orthopaedics Northeast, PC Profit Sharing Plan · Sponsored by Orthopaedics Northeast, PC · Indiana · Healthcare & Social Assistance

$97M in assets, 369 participants

Orthopaedics Northeast, PC's Orthopaedics Northeast, PC Profit Sharing Plan reported $97M in total assets and 369 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,300 in Healthcare & Social Assistance (17,684 peers)

Where Orthopaedics Northeast, PC Profit Sharing Plan sits by assets

Orthopaedics Northeast, PC Profit Sharing Plan sits in the top 10% of all filed plans by assets, $97M for 369 participants (~$263,347/participant), up 17.7% in 2023.

#16,300
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Orthopaedics Northeast, PC Profit Sharing Plan's outsized position by total assets

Orthopaedics Northeast, PC Profit Sharing Plan vs every filed plan by assets

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

$97,175,127 Top 9% higher than 91% 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

Orthopaedics Northeast, PC Profit Sharing 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. Orthopaedics Northeast, PC Profit Sharing Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedics Northeast, PC Profit Sharing Plan reported net income rose from -$16M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Orthopaedics Northeast, PC Profit Sharing Plan end-of-year assets rose from $83M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Orthopaedics Northeast, PC Profit Sharing Plan reported participants rose from 346 in the plan year 2022 filing to 369 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351496097 · Orthopaedics Northeast, PC PY 2023 · 401(k)

Orthopaedics Northeast, PC Profit Sharing Plan · $97M · 369 · 91st

  • PHOTO $97M
  • IND 369
  • EOY 91st
  • 5500 401(k)
  • ASSETS near University Pediatricians 401(k) Profit Sharing Plan
  • PCT ind #16300

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 Indiana →

Orthopaedics Northeast, PC Profit Sharing Plan in the asset neighbourhood

York Building Products Co. Inc. Profit Sharing Plan and TrustYork Building Products Co. I…$97MOrthopaedics Northeast, PC Profit Sharing PlanOrthopaedics Northeast, PC P…$97MUniversity Pediatricians 401(k) Profit Sharing PlanUniversity Pediatricians 401…$97M14 W Administrative Services, LLC. 401(k) Savings & Retirement Plan14 W Administrative Services…$97MKohn Pedersen Fox Associates, P. C. 401(k) Employee Savings and Profit Sharing PlanKohn Pedersen Fox Associates…$97M
End-of-year total assets ($M) among Orthopaedics Northeast, PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$97M
Net Income$15M
Employer EIN351496097
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedics Northeast, PC)

Sponsor-wide plan assets over time

All Orthopaedics Northeast, PC plans reported in each filing year

Latest sponsor-wide plan assets
$104M 26.01659173220268% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $82.6M $104M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 346 $83M
2023 1 369 $97M
2024 1 347 $104M

Nearby 401(k) Plans in Indiana

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

Orthopaedics Northeast, PC Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Orthopaedics Northeast, PC Profit Sharing Plan, Total assets ($B): 0.097175127 · Participants: 369Orthopaedics Northeast, PC Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Orthopaedics Northeast, PC Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Orthopaedics Northeast, PC Profit Sharing Plan side-by-side with 3 peers →

Orthopaedics Northeast, PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is University Pediatricians 401(k) Profit Sharing Plan in MI ($97M); by covered participants it is Material Control, Inc. 401(k) Plan in IL (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Orthopaedics Northeast, PC Profit Sharing Plan assets move in 2023? ▼
Orthopaedics Northeast, PC Profit Sharing Plan grew sharply - up 17.7% during 2023, from $83M to $97M. Reported net income was $15M.
How have Orthopaedics Northeast, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedics Northeast, PC's sponsor-wide assets grew 26.0%, from $83M to $104M.
Where does Orthopaedics Northeast, PC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopaedics Northeast, PC Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthopaedics Northeast, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is University Pediatricians 401(k) Profit Sharing Plan in MI ($97M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedics Northeast, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Material Control, Inc. 401(k) Plan in IL (369 participants, $23M 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 351496097.

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.