401(k) · DOL Form 5500 · 2023
Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 25
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan · Sponsored by Tuckahoe Orthopaedic Associates, Ltd. · Virginia · Healthcare & Social Assistance
$39M in assets, 25 participants
Tuckahoe Orthopaedic Associates, Ltd.'s Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan reported $39M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #15,101 in Healthcare & Social Assistance (17,684 peers)
Where Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan sits by assets
Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 25 participants (~$1.6M/participant), up 24.4% in 2023.
- #15,101
- in Healthcare & Social Assistance (17,684 peers)
- +24.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan's outsized position by total assets
Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,364,976 Top 17% higher than 83% 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
Tuckahoe Orthopaedic Associates, Ltd. 401(k) 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. Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan reported net income rose from -$23M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan reported participants fell from 28 in the plan year 2022 filing to 25 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 540949806 · Tuckahoe Orthopaedic Associates, Ltd. PY 2023 · 401(k)
Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan · $39M · 25 · 83rd
- BOOK $39M
- BOOK 25
- BOOK 83rd
- BOOK 401(k)
- BOOK near John Bouchard & Sons Co. 401(k) Profit Sharing Plan
- BOOK ind #15101
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 Virginia →
Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $8M |
| Employer EIN | 540949806 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tuckahoe Orthopaedic Associates, Ltd.)
Sponsor-wide plan assets over time
All Tuckahoe Orthopaedic Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 33.68297556066317% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $32M |
| 2023 | 1 | 25 | $39M |
| 2024 | 1 | 26 | $42M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is John Bouchard & Sons Co. 401(k) Profit Sharing Plan in TN ($39M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Pyromet 401(k) Plan (PA) 25 · 0 off
- Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
- Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
- Kathcar Incorporated Retirement Plan (PA) 25 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.