401(k) · DOL Form 5500 · 2023

Orthopaedic Specialty Institute Medical Group of Orange County 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
157
Participants Small participant base
79th
Percentile by assets National rank
$186,104
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan · Sponsored by Orthopaedic Specialty Institute Medical Group of Orange County · California · Healthcare & Social Assistance

$29M in assets, 157 participants

Orthopaedic Specialty Institute Medical Group of Orange County's Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan reported $29M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,512 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan covers 157 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $29M.

#14,512
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan's outsized position by total assets

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,218,289 Top 21% higher than 79% 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 Specialty Institute Medical Group 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 Specialty Institute Medical Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan reported participants fell from 163 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330905995 · Orthopaedic Specialty Institute Medical Group of Orange County PY 2023 · 401(k)

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan · $29M · 157 · 79th

  • SCH $29M
  • EBSA 157
  • PART 79th
  • TYPE 401(k)
  • NET near Ccc Group, Inc. 401(k) Retirement Savings Plan
  • BOOK ind #14512

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 California →

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan in the asset neighbourhood

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing PlanOrthopaedic Specialty Instit…$29MCcc Group, Inc. 401(k) Retirement Savings PlanCcc Group, Inc. 401(k) Retir…$29MGyrodata Incorporated 401(k) PlanGyrodata Incorporated 401(k)…$29MVivent Health 401(k) Plan$29MMizar Holding Company, Inc. 401(k) Profit Sharing PlanMizar Holding Company, Inc. …$29M
End-of-year total assets ($M) among Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN330905995
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Specialty Institute Medical Group of Orange County)

Sponsor-wide plan assets over time

All Orthopaedic Specialty Institute Medical Group of Orange County plans reported in each filing year

Latest sponsor-wide plan assets
$35M 42.65729237150781% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.7M $35.2M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 163 $25M
2023 1 157 $29M
2024 1 188 $35M

Nearby 401(k) Plans in California

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

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan, Total assets ($B): 0.029218289 · Participants: 157Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ccc Group, Inc. 401(k) Retirement Savings Plan in TX ($29M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Specialty Institute Medical Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan grew sharply - up 18.4% during 2023, from $25M to $29M. Reported net income was $5M.
How have Orthopaedic Specialty Institute Medical Group of Orange County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Specialty Institute Medical Group of Orange County's sponsor-wide assets grew 42.7%, from $25M to $35M.
Where does Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan ranks in the 79th 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 Specialty Institute Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ccc Group, Inc. 401(k) Retirement Savings Plan in TX ($29M, 880 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 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 330905995.

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.