401(k) · DOL Form 5500 · 2023

Orthopaedic Associates Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
130
Participants Small participant base
75th
Percentile by assets National rank
$177,495
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Orthopaedic Associates Inc. · Indiana · Healthcare & Social Assistance

$23M in assets, 130 participants

Orthopaedic Associates Inc.'s Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan reported $23M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,986 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan covers 130 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $23M.

#13,986
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,074,299 Top 25% higher than 75% 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 Associates, Inc. 401(k) Profit Sharing 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, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 126 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351159676 · Orthopaedic Associates Inc. PY 2023 · 401(k)

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan · $23M · 130 · 75th

  • 5500 $23M
  • ASSETS 130
  • PCT 75th
  • EIN 401(k)
  • RANK near Revalize, Inc. 401(k) Plan
  • PHOTO ind #13986

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 Indiana →

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Evernote Corporation 401(k) PlanEvernote Corporation 401(k) …$23M3e Retirement Savings Plan$23MOrthopaedic Associates, Inc. 401(k) Profit Sharing PlanOrthopaedic Associates, Inc.…$23MRevalize, Inc. 401(k) Plan$23MShebester-Bechtel, Inc. Employee Stock Ownership PlanShebester-Bechtel, Inc. Empl…$23M
End-of-year total assets ($M) among Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN351159676
Plan Effective Date1969-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Associates Inc.)

Sponsor-wide plan assets over time

All Orthopaedic Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 41.90642978983712% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.2M $27.3M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 126 $19M
2023 1 130 $23M
2024 1 142 $27M

Nearby 401(k) Plans in Indiana

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

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.023074299 · Participants: 130Orthopaedic Associates, Inc. 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Revalize, Inc. 401(k) Plan in FL ($23M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.0% during 2023, from $19M to $23M. Reported net income was $4M.
How have Orthopaedic Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Associates Inc.'s sponsor-wide assets grew 41.9%, from $19M to $27M.
Where does Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan ranks in the 75th 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 Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Revalize, Inc. 401(k) Plan in FL ($23M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 351159676.

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.