401(k) · DOL Form 5500 · 2023
Orthopaedic Associates of Allentown 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 143
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $251,690
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan · Sponsored by Orthopaedic Associates of Allentown · Pennsylvania · Healthcare & Social Assistance
$36M in assets, 143 participants
Orthopaedic Associates of Allentown's Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan reported $36M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,940 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan covers 143 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $36M.
- #14,940
- in Healthcare & Social Assistance (17,684 peers)
- +20.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan's outsized position by total assets
Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,991,641 Top 18% higher than 82% 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 Allentown Profit Sharing 401(k) 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 Allentown Profit Sharing 401(k) Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231857130 · Orthopaedic Associates of Allentown PY 2023 · 401(k)
Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan · $36M · 143 · 82nd
- VS-ST $36M
- BOY 143
- SCH 82nd
- EBSA 401(k)
- PART near Virtuoso, Ltd 401(k) Profit Sharing Plan
- TYPE ind #14940
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 →
Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $6M |
| Employer EIN | 231857130 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Associates of Allentown)
Sponsor-wide plan assets over time
All Orthopaedic Associates of Allentown plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 30.201468729055552% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $30M |
| 2023 | 1 | 143 | $36M |
| 2024 | 1 | 164 | $39M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Orthopaedic Associates of Allentown Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Virtuoso, Ltd 401(k) Profit Sharing Plan in TX ($36M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Virtuoso, Ltd 401(k) Profit Sharing Plan (TX) $36M · 213
- Sema 401(k) Savings Plan (CA) $36M · 147
- Help USA, Inc. Employees' Retirement Plan (NY) $36M · 1,256
- Corus Orthodontists LLC 401(k) Plan (CO) $36M · 176
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Precision International Automotive Products Inc. 401 (K) Plan (NY) 143 · 0 off
- Hight Enterprises, Ltd 401(k) Savings Plan (CO) 143 · 0 off
- Energy Vault 401(k) Plan (CA) 143 · 0 off
- Corner Pantry 401(k) Plan (SC) 143 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.