401(k) · DOL Form 5500 · 2023
Orthopaedic Associates of Wisconsin, S.C. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 190
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $244,626
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan · Sponsored by Orthopaedic Associates of Wisconsin, S.C. · Wisconsin · Healthcare & Social Assistance
$46M in assets, 190 participants
Orthopaedic Associates of Wisconsin, S.C.'s Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan reported $46M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #15,391 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan covers 190 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $46M.
- #15,391
- in Healthcare & Social Assistance (17,684 peers)
- +19.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan's outsized position by total assets
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,478,957 Top 15% higher than 85% 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
Orthopaedic Associates of Wisconsin, S. C. 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. Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan sits mid-pack in the medium band (190 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan reported participants rose from 180 in the plan year 2022 filing to 190 in the plan year 2023 filing.
DOL schedule card
Filing strip 391101566 · Orthopaedic Associates of Wisconsin, S.C. PY 2023 · 401(k)
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan · $46M · 190 · 85th
- 5500 $46M
- ASSETS 190
- PCT 85th
- EIN 401(k)
- RANK near The Hartz Mountain Corporation 401(k) Plan
- PHOTO ind #15391
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 →
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $7M |
| Employer EIN | 391101566 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Associates of Wisconsin, S.C.)
Sponsor-wide plan assets over time
All Orthopaedic Associates of Wisconsin, S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 35.782709207110045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 325 | $60M |
| 2023 | 2 | 343 | $71M |
| 2024 | 2 | 360 | $82M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Hartz Mountain Corporation 401(k) Plan in NJ ($46M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- The Hartz Mountain Corporation 401(k) Plan (NJ) $46M · 244
- Sanders Brothers Construction Company, Inc. 401(k) Profit Sharing Plan (SC) $46M · 279
- Hospitality Industry 401(k) Plan (MD) $46M · 5,291
- Gse Systems 401(k) Plan (MD) $46M · 233
Similar participant headcount
Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.
- Nextpoint Group, LLC 401(k) Plan (VA) 190 · 0 off
- Bridgeman Civil, Inc. 401(k) Profit Sharing Plan (VA) 190 · 0 off
- Appspace 401(k) Plan (FL) 190 · 0 off
- Veenstra & Kimm, Inc. Profit Sharing Plan (IA) 190 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.