401(k) · DOL Form 5500 · 2023
Michigan Orthopaedic Surgeons, PLLC 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 285
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $136,173
- Avg per participant Near avg balance/head
Official DOL plan name: Michigan Orthopaedic Surgeons, PLLC 401(k) Plan · Sponsored by Michigan Orthopaedic Surgeons, PLLC · Michigan · Healthcare & Social Assistance
$39M in assets, 285 participants
Michigan Orthopaedic Surgeons, PLLC's Michigan Orthopaedic Surgeons, PLLC 401(k) Plan reported $39M in total assets and 285 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.
- #15,075 in Healthcare & Social Assistance (17,684 peers)
Coverage in Michigan
Michigan Orthopaedic Surgeons, PLLC 401(k) Plan covers 285 participants in Michigan, about 45% of the average Michigan filer (state average ~638 per filing). Assets: $39M.
- #15,075
- in Healthcare & Social Assistance (17,684 peers)
- +11.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Michigan Orthopaedic Surgeons, PLLC 401(k) Plan's outsized position by total assets
Michigan Orthopaedic Surgeons, PLLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,809,202 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
Michigan Orthopaedic Surgeons, PLLC 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. Michigan Orthopaedic Surgeons, PLLC 401(k) Plan sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michigan Orthopaedic Surgeons, PLLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Michigan Orthopaedic Surgeons, PLLC 401(k) Plan reported participants rose from 243 in the plan year 2022 filing to 285 in the plan year 2023 filing.
- Michigan Orthopaedic Surgeons, PLLC 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.
DOL schedule card
Filing strip 452118278 · Michigan Orthopaedic Surgeons, PLLC PY 2023 · 401(k)
Michigan Orthopaedic Surgeons, PLLC 401(k) Plan · $39M · 285 · 83rd
- ASSETS $39M
- PCT 285
- EIN 83rd
- RANK 401(k)
- PHOTO near Collegis LLC 401(k) Plan
- IND ind #15075
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 Michigan →
Michigan Orthopaedic Surgeons, PLLC 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 452118278 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michigan Orthopaedic Surgeons, PLLC)
Sponsor-wide plan assets over time
All Michigan Orthopaedic Surgeons, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 33.29800504235141% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 243 | $35M |
| 2023 | 1 | 285 | $39M |
| 2024 | 1 | 345 | $47M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Michigan Orthopaedic Surgeons, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Collegis LLC 401(k) Plan in IL ($39M); by covered participants it is Don Miller 401(k) Plan in WI (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Collegis LLC 401(k) Plan (IL) $39M · 549
- Imperial Health 401(k) Profit Sharing Plan & Trust (LA) $39M · 280
- Cope Plastics, Inc. Profit Sharing Plan (IL) $39M · 348
- United Bank Corporation 401(k) Plan (GA) $39M · 385
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Don Miller 401(k) Plan (WI) 285 · 0 off
- Basin Electric Power Cooperative Nd/Sd Union 401(k) Plan (ND) 285 · 0 off
- Posit Software 401(k) Plan (MA) 285 · 0 off
- Fiba Tech 401(k) Profit Sharing Plan (MA) 285 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.