401(k) · DOL Form 5500 · 2023
Orthopaedic Institute of Ohio, Inc. 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 331
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $143,864
- Avg per participant Near avg balance/head
Official DOL plan name: Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan · Sponsored by Orthopaedic Institute of Ohio, Inc. · Ohio · Healthcare & Social Assistance
$48M in assets, 331 participants
Orthopaedic Institute of Ohio, Inc.'s Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan reported $48M in total assets and 331 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #15,445 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan covers 331 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $48M.
- #15,445
- in Healthcare & Social Assistance (17,684 peers)
- +20.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan's outsized position by total assets
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,618,831 Top 15% higher than 85% 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
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings 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. Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan sits mid-pack in the medium band (331 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan reported participants rose from 305 in the plan year 2022 filing to 331 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311562435 · Orthopaedic Institute of Ohio, Inc. PY 2023 · 401(k)
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan · $48M · 331 · 85th
- BOOK $48M
- BOOK 331
- BOOK 85th
- BOOK 401(k)
- BOOK near Empower Hr 401(k) Plan
- BOOK ind #15445
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 Ohio →
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $8M |
| Employer EIN | 311562435 |
| Plan Effective Date | 1999-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Institute of Ohio, Inc.)
Sponsor-wide plan assets over time
All Orthopaedic Institute of Ohio, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 47.11250480162315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 421 | $48M |
| 2023 | 2 | 460 | $60M |
| 2024 | 2 | 455 | $71M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Orthopaedic Institute of Ohio, Inc. / Institute for Orthopaedic Surgery Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Empower Hr 401(k) Plan in TX ($48M); by covered participants it is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Empower Hr 401(k) Plan (TX) $48M · 1,239
- Glen-Gery Corporation 401(k) Plan (PA) $48M · 855
- Dungarvin 401(k) Retirement Plan (MN) $48M · 4,690
- Midwest Vision Partners 401(k) Plan (IL) $48M · 1,322
Similar participant headcount
Nearest other-state filings by covered participants (331 participants); asset peers above are excluded.
- Pds 401(k) Plan for Maritime Sector Employees (TX) 331 · 0 off
- Wectec 401(k) Savings Plan (PA) 331 · 0 off
- Rainfocus, LLC 401(k) Plan (UT) 331 · 0 off
- Amptech, Inc. 401(k) Plan (MI) 331 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.