401(k) · DOL Form 5500 · 2023

Orthopedic Institute 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
221
Participants Below avg headcount
88th
Percentile by assets National rank
$306,399
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orthopedic Institute Profit Sharing and Retirement Savings Plan · Sponsored by Orthopedic Institute · South Dakota · Healthcare & Social Assistance

$68M in assets, 221 participants

Orthopedic Institute's Orthopedic Institute Profit Sharing and Retirement Savings Plan reported $68M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,926 in Healthcare & Social Assistance (17,684 peers)

Where Orthopedic Institute Profit Sharing and Retirement Savings Plan sits by assets

Orthopedic Institute Profit Sharing and Retirement Savings Plan sits in the top quartile of all filed plans by assets, $68M for 221 participants (~$306,399/participant), up 11.1% in 2023.

#15,926
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Orthopedic Institute Profit Sharing and Retirement Savings Plan's outsized position by total assets

Orthopedic Institute Profit Sharing and Retirement Savings Plan vs every filed plan by assets

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

$67,714,271 Top 12% higher than 88% 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 Institute Profit Sharing and 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. Orthopedic Institute Profit Sharing and Retirement Savings Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopedic Institute Profit Sharing and Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Orthopedic Institute Profit Sharing and Retirement Savings Plan reported participants rose from 198 in the plan year 2022 filing to 221 in the plan year 2023 filing.
  • Orthopedic Institute Profit Sharing and Retirement Savings Plan end-of-year assets rose from $61M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 460316404 · Orthopedic Institute PY 2023 · 401(k)

Orthopedic Institute Profit Sharing and Retirement Savings Plan · $68M · 221 · 88th

  • NET $68M
  • BOOK 221
  • VS-ST 88th
  • BOY 401(k)
  • SCH near Dyson, Inc. 401(k) Plan
  • EBSA ind #15926

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 South Dakota →

Orthopedic Institute Profit Sharing and Retirement Savings Plan in the asset neighbourhood

Family Residences Retirement & 401(k) Savings PlanFamily Residences Retirement…$68MAvondale Group 401(k) Plan$68MOrthopedic Institute Profit Sharing and Retirement Savings PlanOrthopedic Institute Profit …$68MDyson, Inc. 401(k) Plan$68MI.B.E.W. Local Union No. 479 Annuity / 401(k) PlanI.B.E.W. Local Union No. 479…$68M
End-of-year total assets ($M) among Orthopedic Institute Profit Sharing and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$68M
Net Income$7M
Employer EIN460316404
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Institute)

Sponsor-wide plan assets over time

All Orthopedic Institute plans reported in each filing year

Latest sponsor-wide plan assets
$74M 21.37746040861401% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $60.9M $74M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 198 $61M
2023 1 221 $68M
2024 1 227 $74M

Nearby 401(k) Plans in South Dakota

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

Orthopedic Institute Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Orthopedic Institute Profit Sharing and Retirement Savings Plan, Total assets ($M): 67.714271 · Participants: 221Orthopedic Institute Profit Sharing and Retirement Savings PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Orthopedic Institute Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Orthopedic Institute Profit Sharing and Retirement Savings Plan side-by-side with 3 peers →

Orthopedic Institute Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Dyson, Inc. 401(k) Plan in IL ($68M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Institute Profit Sharing and Retirement Savings Plan assets move in 2023? ▼
Orthopedic Institute Profit Sharing and Retirement Savings Plan grew at a solid clip - up 11.1% during 2023, from $61M to $68M. Reported net income was $7M.
How have Orthopedic Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Institute's sponsor-wide assets grew 21.4%, from $61M to $74M.
Where does Orthopedic Institute Profit Sharing and Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Orthopedic Institute Profit Sharing and Retirement Savings Plan ranks in the 88th 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 Institute Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dyson, Inc. 401(k) Plan in IL ($68M, 715 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Institute Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M 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 460316404.

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.