401(k) · DOL Form 5500 · 2023

American Academy of Orthopaedic Surgeons 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
207
Participants Below avg headcount
84th
Percentile by assets National rank
$214,760
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aaos Retirement Plan · Sponsored by American Academy of Orthopaedic Surgeons · Illinois · Other Services

$44M in assets, 207 participants

American Academy of Orthopaedic Surgeons's Aaos Retirement Plan reported $44M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,286 in Other Services (7,857 peers)

Coverage in Illinois

Aaos Retirement Plan covers 207 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $44M.

#7,286
in Other Services (7,857 peers)
+18.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Aaos Retirement Plan's outsized position by total assets

Aaos Retirement Plan vs every filed plan by assets

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

$44,455,405 Top 16% higher than 84% 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

Aaos Retirement 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. Aaos Retirement Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aaos Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Aaos Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362110592 · American Academy of Orthopaedic Surgeons PY 2023 · 401(k)

Aaos Retirement Plan · $44M · 207 · 84th

  • EBSA $44M
  • EBSA 207
  • EBSA 84th
  • EBSA 401(k)
  • EBSA near Bank of Washington Profit Sharing Plan and Trust
  • EBSA ind #7286

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 Other Services retirement plans → · Plans in Illinois →

Aaos Retirement Plan in the asset neighbourhood

Aaos Retirement Plan$44MFerguson Electric Company Inc. Prevailing Wage/401(k) PlanFerguson Electric Company In…$44MRenaissance Lakewood, LLC. 401(k) PlanRenaissance Lakewood, LLC. 4…$44MBank of Washington Profit Sharing Plan and TrustBank of Washington Profit Sh…$44MLera Consulting Structural Engineers, R.L.L.P. Salary Reduction Profit Sharing PlanLera Consulting Structural E…$44M
End-of-year total assets ($M) among Aaos Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN362110592
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Academy of Orthopaedic Surgeons)

Sponsor-wide plan assets over time

All American Academy of Orthopaedic Surgeons plans reported in each filing year

Latest sponsor-wide plan assets
$51M 36.50569990076697% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.4M $51M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 209 $37M
2023 1 207 $44M
2024 1 213 $51M

Nearby 401(k) Plans in Illinois

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

Aaos Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Aaos Retirement Plan, Total assets ($B): 0.044455405 · Participants: 207Aaos Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Aaos Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Aaos Retirement Plan side-by-side with 3 peers →

Aaos Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bank of Washington Profit Sharing Plan and Trust in MO ($44M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Aaos Retirement Plan assets move in 2023? ▼
Aaos Retirement Plan grew sharply - up 18.9% during 2023, from $37M to $44M. Reported net income was $7M.
How have American Academy of Orthopaedic Surgeons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Academy of Orthopaedic Surgeons's sponsor-wide assets grew 36.5%, from $37M to $51M.
Where does Aaos Retirement Plan rank by assets among Form 5500 filers? ▼
Aaos Retirement Plan ranks in the 84th 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 Aaos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of Washington Profit Sharing Plan and Trust in MO ($44M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Aaos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants, N/A 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 362110592.

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.