401(k) · DOL Form 5500 · 2023

Excel Orthopaedic Specialists 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
92
Participants Small participant base
75th
Percentile by assets National rank
$250,707
Avg per participant Above avg balance/head
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Official DOL plan name: Excel Orthopaedic Specialists 401(k) Profit Sharing Plan · Sponsored by Excel Orthopaedic Specialists · Massachusetts · Healthcare & Social Assistance

$23M in assets, 92 participants

Excel Orthopaedic Specialists's Excel Orthopaedic Specialists 401(k) Profit Sharing Plan reported $23M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,984 in Healthcare & Social Assistance (17,684 peers)

Where Excel Orthopaedic Specialists 401(k) Profit Sharing Plan sits by assets

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 92 participants (~$250,707/participant), up 29.9% in 2023.

#13,984
in Healthcare & Social Assistance (17,684 peers)
+29.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan's outsized position by total assets

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,065,060 Top 25% higher than 75% 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

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Orthopaedic Specialists 401(k) Profit Sharing Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excel Orthopaedic Specialists 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Excel Orthopaedic Specialists 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Excel Orthopaedic Specialists 401(k) Profit Sharing Plan reported participants fell from 98 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042746756 · Excel Orthopaedic Specialists PY 2023 · 401(k)

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan · $23M · 92 · 75th

  • VS-ST $23M
  • BOY 92
  • SCH 75th
  • EBSA 401(k)
  • PART near The Innovation Institute, LLC 401(k) Profit Sharing Plan
  • TYPE ind #13984

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 Massachusetts →

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan in the asset neighbourhood

Excel Orthopaedic Specialists 401(k) Profit Sharing PlanExcel Orthopaedic Specialist…$23MBurness Communications 401(k) PlanBurness Communications 401(k…$23MThe Innovation Institute, LLC 401(k) Profit Sharing PlanThe Innovation Institute, LL…$23MPushpay Retirement Plan$23MTsp, Inc. 401(k) Plan$23M
End-of-year total assets ($M) among Excel Orthopaedic Specialists 401(k) 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)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN042746756
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Orthopaedic Specialists)

Sponsor-wide plan assets over time

All Excel Orthopaedic Specialists plans reported in each filing year

Latest sponsor-wide plan assets
$36M 58.227662769679554% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.6M $35.8M ▲ +58.3%
Year Plans Participants Total Assets
2022 2 196 $23M
2023 2 184 $29M
2024 2 213 $36M

Nearby 401(k) Plans in Massachusetts

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

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Excel Orthopaedic Specialists 401(k) Profit Sharing Plan, Total assets ($B): 0.02306506 · Participants: 92Excel Orthopaedic Specialists 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Excel Orthopaedic Specialists 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Excel Orthopaedic Specialists 401(k) Profit Sharing Plan side-by-side with 3 peers →

Excel Orthopaedic Specialists 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Innovation Institute, LLC 401(k) Profit Sharing Plan in CA ($23M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Excel Orthopaedic Specialists 401(k) Profit Sharing Plan assets move in 2023? ▼
Excel Orthopaedic Specialists 401(k) Profit Sharing Plan grew sharply - up 29.9% during 2023, from $18M to $23M. Reported net income was $5M.
How have Excel Orthopaedic Specialists plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Orthopaedic Specialists's sponsor-wide assets grew 58.2%, from $23M to $36M.
Where does Excel Orthopaedic Specialists 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Excel Orthopaedic Specialists 401(k) Profit Sharing Plan ranks in the 75th 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 Excel Orthopaedic Specialists 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Innovation Institute, LLC 401(k) Profit Sharing Plan in CA ($23M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Excel Orthopaedic Specialists 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 042746756.

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.