401(k) · DOL Form 5500 · 2023
Centers for Advanced Orthopaedics, LLC 401(k) Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 1,984
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $80,200
- Avg per participant Below avg balance/head
Official DOL plan name: Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan · Sponsored by Centers for Advanced Orthopaedics, LLC · Maryland · Healthcare & Social Assistance
$159M in assets, 1,984 participants
Centers for Advanced Orthopaedics, LLC's Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan reported $159M in total assets and 1,984 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,727 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maryland
Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan covers 1,984 participants in Maryland, 2.1x the typical Maryland plan (state average ~929 per filing). Assets: $159M.
- #16,727
- in Healthcare & Social Assistance (17,684 peers)
- +24.3%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$159,116,413 Top 6% higher than 94% 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
Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan lands in the large band (1,984 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $128M in the plan year 2022 filing to $159M in the plan year 2023 filing.
- Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan reported participants rose from 1,921 in the plan year 2022 filing to 1,984 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 454852156 · Centers for Advanced Orthopaedics, LLC PY 2023 · 401(k)
Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan · $159M · 1,984 · 94th
- PART $159M
- PART 1,984
- PART 94th
- PART 401(k)
- PART near Franchise Group, Inc. 401(k) Plan
- PART ind #16727
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 Maryland →
Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | $31M |
| Employer EIN | 454852156 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Centers for Advanced Orthopaedics, LLC)
Sponsor-wide plan assets over time
All Centers for Advanced Orthopaedics, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $196M 53.27536446707657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,921 | $128M |
| 2023 | 1 | 1,984 | $159M |
| 2024 | 1 | 1,943 | $196M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Centers for Advanced Orthopaedics, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Franchise Group, Inc. 401(k) Plan in OH ($159M); by covered participants it is Greenwood Racing Retirement Savings Plan in PA (1,984 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- Franchise Group, Inc. 401(k) Plan (OH) $159M · 12,555
- Great River Health System, Inc. 401(k) Retirement Plan (IA) $159M · 1,919
- Sig Sauer, Inc. 401(k) Plan (NH) $159M · 2,771
- Empower Ai 401(k) Profit Sharing Plan (VA) $159M · 915
Similar participant headcount
Nearest other-state filings by covered participants (1,984 participants); asset peers above are excluded.
- Greenwood Racing Retirement Savings Plan (PA) 1,984 · 0 off
- Kgpco, Inc. 401(k) Savings Plan (MN) 1,985 · 1 off
- Sl America 401(k) Retirement Plan (TN) 1,983 · 1 off
- Societe Generale Savings and Investment/Retirement Plan (NY) 1,983 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.