401(k) · DOL Form 5500 · 2023

Orthopaedic Center of South Florida, P.a. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
109
Participants Small participant base
76th
Percentile by assets National rank
$224,402
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Center of South Florida, P.a. 401(k) Plan · Sponsored by Orthopaedic Center of South Florida, P.a. · Florida · Healthcare & Social Assistance

$24M in assets, 109 participants

Orthopaedic Center of South Florida, P.a.'s Orthopaedic Center of South Florida, P.a. 401(k) Plan reported $24M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,125 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Orthopaedic Center of South Florida, P.a. 401(k) Plan covers 109 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $24M.

#14,125
in Healthcare & Social Assistance (17,684 peers)
+21.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Orthopaedic Center of South Florida, P.a. 401(k) Plan's outsized position by total assets

Orthopaedic Center of South Florida, P.a. 401(k) Plan vs every filed plan by assets

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

$24,459,803 Top 24% higher than 76% 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

Orthopaedic Center of South Florida, P.a. 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 Center of South Florida, P.a. 401(k) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Center of South Florida, P.a. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Orthopaedic Center of South Florida, P.a. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Orthopaedic Center of South Florida, P.a. 401(k) Plan reported participants rose from 104 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650452574 · Orthopaedic Center of South Florida, P.a. PY 2023 · 401(k)

Orthopaedic Center of South Florida, P.a. 401(k) Plan · $24M · 109 · 76th

  • SCH $24M
  • SCH 109
  • SCH 76th
  • SCH 401(k)
  • SCH near Carl a. Nelson & Company 401(k) Plan
  • SCH ind #14125

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 Florida →

Orthopaedic Center of South Florida, P.a. 401(k) Plan in the asset neighbourhood

Orthopaedic Center of South Florida, P.a. 401(k) PlanOrthopaedic Center of South …$24MCarl a. Nelson & Company 401(k) PlanCarl a. Nelson & Company 401…$24MFiera Capital 401(k) Plan$24MBrady, Ware & Schoenfeld, Inc. 401(k) Profit Sharing Plan & TrustBrady, Ware & Schoenfeld, In…$24MC.L. Thomas, Inc. 401(k) Profit Sharing PlanC.L. Thomas, Inc. 401(k) Pro…$24M
End-of-year total assets ($M) among Orthopaedic Center of South Florida, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN650452574
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Center of South Florida, P.a.)

Sponsor-wide plan assets over time

All Orthopaedic Center of South Florida, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 37.17947861903174% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.2M $27.7M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 104 $20M
2023 1 109 $24M
2024 1 112 $28M

Nearby 401(k) Plans in Florida

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

Orthopaedic Center of South Florida, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Orthopaedic Center of South Florida, P.a. 401(k) Plan, Total assets ($B): 0.024459803 · Participants: 109Orthopaedic Center of South Florida, P.a. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Orthopaedic Center of South Florida, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Orthopaedic Center of South Florida, P.a. 401(k) Plan side-by-side with 3 peers →

Orthopaedic Center of South Florida, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Carl a. Nelson & Company 401(k) Plan in IA ($24M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Orthopaedic Center of South Florida, P.a. 401(k) Plan assets move in 2023? ▼
Orthopaedic Center of South Florida, P.a. 401(k) Plan grew sharply - up 21.0% during 2023, from $20M to $24M. Reported net income was $4M.
How have Orthopaedic Center of South Florida, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Center of South Florida, P.a.'s sponsor-wide assets grew 37.2%, from $20M to $28M.
Where does Orthopaedic Center of South Florida, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Center of South Florida, P.a. 401(k) Plan ranks in the 76th 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 Orthopaedic Center of South Florida, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carl a. Nelson & Company 401(k) Plan in IA ($24M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Center of South Florida, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 650452574.

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.