401(k) · DOL Form 5500 · 2023

Orthopedic Surgeons of Wisconsin, S.C. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
101
Participants Small participant base
80th
Percentile by assets National rank
$307,480
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan · Sponsored by Orthopedic Surgeons of Wisconsin, S.C. · Wisconsin · Healthcare & Social Assistance

$31M in assets, 101 participants

Orthopedic Surgeons of Wisconsin, S.C.'s Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan reported $31M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,627 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan covers 101 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $31M.

#14,627
in Healthcare & Social Assistance (17,684 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan's outsized position by total assets

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan vs every filed plan by assets

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

$31,055,526 Top 20% higher than 80% 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

Orthopedic Surgeons of Wisconsin, S.C. Retirement 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 Surgeons of Wisconsin, S.C. Retirement Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan reported participants rose from 99 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200217581 · Orthopedic Surgeons of Wisconsin, S.C. PY 2023 · 401(k)

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan · $31M · 101 · 80th

  • EOY $31M
  • EOY 101
  • EOY 80th
  • EOY 401(k)
  • EOY near The 401(k) Savings Plan
  • EOY ind #14627

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 Surgeons of Wisconsin, S.C. Retirement Plan in the asset neighbourhood

Orthopedic Surgeons of Wisconsin, S.C. Retirement PlanOrthopedic Surgeons of Wisco…$31MThe 401(k) Savings Plan$31MAdyen N.V. 401(k) Plan$31MMediakind 401(k) Plan$31MAllen, Gibbs & Houlik, L.C. Savings Incentive PlanAllen, Gibbs & Houlik, L.C. …$31M
End-of-year total assets ($M) among Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN200217581
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Surgeons of Wisconsin, S.C.)

Sponsor-wide plan assets over time

All Orthopedic Surgeons of Wisconsin, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 26.860713053833795% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.8M $34M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 99 $27M
2023 1 101 $31M
2024 1 108 $34M

Nearby 401(k) Plans in Wisconsin

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

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan, Total assets ($B): 0.031055526 · Participants: 101Orthopedic Surgeons of Wisconsin, S.C. Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan side-by-side with 3 peers →

Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The 401(k) Savings Plan in CT ($31M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan assets move in 2023? ▼
Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan grew sharply - up 15.8% during 2023, from $27M to $31M. Reported net income was $4M.
How have Orthopedic Surgeons of Wisconsin, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Surgeons of Wisconsin, S.C.'s sponsor-wide assets grew 26.9%, from $27M to $34M.
Where does Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan rank by assets among Form 5500 filers? ▼
Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan ranks in the 80th 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 Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The 401(k) Savings Plan in CT ($31M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 200217581.

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.