401(k) · DOL Form 5500 · 2023

Orthopedic and Sports Physical Therapy Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
256
Participants Below avg headcount
80th
Percentile by assets National rank
$123,933
Avg per participant Near avg balance/head
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Official DOL plan name: Ospta 401(k) Safe Harbor Plan · Sponsored by Orthopedic and Sports Physical Therapy Associates, Inc. · Pennsylvania · Healthcare & Social Assistance

$32M in assets, 256 participants

Orthopedic and Sports Physical Therapy Associates, Inc.'s Ospta 401(k) Safe Harbor Plan reported $32M in total assets and 256 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.

  • #14,663 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Ospta 401(k) Safe Harbor Plan covers 256 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $32M.

#14,663
in Healthcare & Social Assistance (17,684 peers)
+19.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ospta 401(k) Safe Harbor Plan's outsized position by total assets

Ospta 401(k) Safe Harbor Plan vs every filed plan by assets

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

$31,726,955 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

Ospta 401(k) Safe Harbor 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. Ospta 401(k) Safe Harbor Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ospta 401(k) Safe Harbor Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ospta 401(k) Safe Harbor Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251570641 · Orthopedic and Sports Physical Therapy Associates, Inc. PY 2023 · 401(k)

Ospta 401(k) Safe Harbor Plan · $32M · 256 · 80th

  • PHOTO $32M
  • PHOTO 256
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Republic - Odyssey 401(k) Plan
  • PHOTO ind #14663

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 Pennsylvania →

Ospta 401(k) Safe Harbor Plan in the asset neighbourhood

Ospta 401(k) Safe Harbor Plan$32MRepublic - Odyssey 401(k) PlanRepublic - Odyssey 401(k) Pl…$32MMathews Archery, Inc. 401(k) PlanMathews Archery, Inc. 401(k)…$32MLocke Supply Co. 401(k) Plan$32MAlliantgroup LP 401(k) Plan$32M
End-of-year total assets ($M) among Ospta 401(k) Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN251570641
Plan Effective Date1997-12-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic and Sports Physical Therapy Associates, Inc.)

Sponsor-wide plan assets over time

All Orthopedic and Sports Physical Therapy Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 39.86621860854632% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.5M $37.1M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 254 $27M
2023 1 256 $32M
2024 1 252 $37M

Nearby 401(k) Plans in Pennsylvania

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

Ospta 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Ospta 401(k) Safe Harbor Plan, Total assets ($B): 0.031726955 · Participants: 256Ospta 401(k) Safe Harbor PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Ospta 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ospta 401(k) Safe Harbor Plan side-by-side with 3 peers →

Ospta 401(k) Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Republic - Odyssey 401(k) Plan in IL ($32M); by covered participants it is Nwsl Retirement Plan in IL (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Ospta 401(k) Safe Harbor Plan assets move in 2023? ▼
Ospta 401(k) Safe Harbor Plan grew sharply - up 19.7% during 2023, from $27M to $32M. Reported net income was $5M.
How have Orthopedic and Sports Physical Therapy Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic and Sports Physical Therapy Associates, Inc.'s sponsor-wide assets grew 39.9%, from $27M to $37M.
Where does Ospta 401(k) Safe Harbor Plan rank by assets among Form 5500 filers? ▼
Ospta 401(k) Safe Harbor 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 Ospta 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by assets is Republic - Odyssey 401(k) Plan in IL ($32M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Ospta 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (256 participants, $2M 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 251570641.

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.