401(k) · DOL Form 5500 · 2023

St. Cloud Orthopedic Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size: 144
Participants Small participant base: 83rd
Percentile by assets National rank: $285,760
Avg per participant High balance/head

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Official DOL plan name: St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan · Sponsored by St. Cloud Orthopedic Associates, Ltd. · Minnesota · Healthcare & Social Assistance

$41M in assets, 144 participants

St. Cloud Orthopedic Associates, Ltd.'s St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan reported $41M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

#15,185 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan covers 144 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $41M.

#15,185
in Healthcare & Social Assistance (17,684 peers): +5.3%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$41,149,453 Top 17% higher than 83% 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

St. Cloud Orthopedic Associates, Ltd. 401(k) 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. St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (144 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $2M in the plan year 2023 filing.
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $41M in the plan year 2023 filing.
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan reported participants rose from 139 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410966155 · St. Cloud Orthopedic Associates, Ltd. PY 2023 · 401(k)

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan · $41M · 144 · 83rd

SCH $41M
SCH 144
SCH 83rd
SCH 401(k)
SCH near Hanson Bridgett LLP Associate 401(k) Plan
SCH ind #15185

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 Minnesota →

End-of-year total assets ($M) among St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)	$39M
Net Assets (End of Year)	$41M
Net Income	$2M
Employer EIN	410966155
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (St. Cloud Orthopedic Associates, Ltd.)

Latest sponsor-wide plan assets: $45M 16.293184771603993% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	139	$39M
2023	1	144	$41M
2024	1	145	$45M

Nearby 401(k) Plans in Minnesota

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

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
Target Corporation 401(k) Plan $13.0B · 432,617
Medtronic Savings and Investment Plan $12.9B · 44,342
3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
U.S. Bank 401(k) Savings Plan $10.3B · 75,272

Compare St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Hanson Bridgett LLP Associate 401(k) Plan in CA ($41M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Hanson Bridgett LLP Associate 401(k) Plan (CA) $41M · 133
The Gateway Engineers, Inc. Profit Sharing Retirement & 401(k) Plan (PA) $41M · 191
The Durham Company Retirement Savings Plan (MO) $41M · 703
Baker Drywall Partnership, LLP 401(k) Plan (TX) $41M · 979

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

Eagle Granite 401(k) Plan (GA) 144 · 0 off
Potomac College LLC 401(k) Plan (DC) 144 · 0 off
Anholt Technologies, Inc. 401(k) Salary Reduction Plan and Trust (PA) 144 · 0 off
Dcs Contracting, Inc. 401(k) Plan (AZ) 144 · 0 off

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 St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan assets move in 2023? ▼

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan grew at a solid clip - up 5.3% during 2023, from $39M to $41M. Reported net income was $2M.

How have St. Cloud Orthopedic Associates, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), St. Cloud Orthopedic Associates, Ltd.'s sponsor-wide assets grew 16.3%, from $39M to $45M.

Where does St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan ranks in the 83rd 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 St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hanson Bridgett LLP Associate 401(k) Plan in CA ($41M, 133 participants).

Which 401(k) plans cover a similar participant headcount to St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 participants, N/A 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 410966155.