401(k) · DOL Form 5500 · 2023

Syracuse Orthopedic Specialists, PC 401(k) Plan

Data updated 2026-08-11

$98M
Total assets: 732
Participants: 91st
Percentile by assets: $134,248
Avg per participant

Official DOL plan name: Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan · Sponsored by Syracuse Orthopedic Specialists, PC · New York · Healthcare & Social Assistance

$98M in assets, 732 participants

Syracuse Orthopedic Specialists, PC's Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan reported $98M in total assets and 732 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#16,309 in Healthcare & Social Assistance (17,684 peers)

Where Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan sits by assets

Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan sits in the top 10% of all filed plans by assets, $98M for 732 participants (~$134,248/participant), up 16.6% in 2023.

$98M
total plan assets (2023 EOY): 732
covered participants: 91st
percentile by assets (of 127,072 plans): $134,248
avg assets per participant

Where Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan sits by total assets

Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan vs every filed plan by assets

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

$98,269,774 Top 9% higher than 91% 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

Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan end-of-year assets rose from $84M in the plan year 2022 filing to $98M in the plan year 2023 filing.
Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan reported participants rose from 722 in the plan year 2022 filing to 732 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Healthcare & Social Assistance

Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan vs the 2023 asset distribution

By assets, Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$84M
Net Assets (End of Year)	$98M
Net Income	$14M
Employer EIN	160992982
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Syracuse Orthopedic Specialists, PC)

Total plan assets by year, all Syracuse Orthopedic Specialists, PC plans on file

Year	Plans	Participants	Total Assets
2022	2	1,332	$108M
2023	2	1,386	$125M
2024	2	1,362	$131M

Nearby 401(k) Plans in New York

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

Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Syracuse Orthopedic Specialists, P.C. Re… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan by total assets, not by location.

United States Bakery Profit Sharing & 401(k) Plan (OR) $98M · 994
Upm Raflatac Retirement Savings Plan (NC) $98M · 495
Retirement Plan for Oceanfirst Bank (NJ) $98M · 933
Aldrich Retirement Plan (OR) $98M · 373

Frequently Asked Questions

How did Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan assets move in 2023? ▼

Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan grew sharply - up 16.6% during 2023, from $84M to $98M. Reported net income was $14M.

How have Syracuse Orthopedic Specialists, PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Syracuse Orthopedic Specialists, PC's sponsor-wide assets grew 21.5%, from $108M to $131M.

Where does Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan rank by assets among Form 5500 filers? ▼

Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is United States Bakery Profit Sharing & 401(k) Plan in OR ($98M, 994 participants).

Next read for Syracuse Orthopedic Specialists, P.C. Re…

Scale reading

Ways to act on Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan's numbers.

By total assets, Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Syracuse Orthopedic Specialists, PC's sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 160992982.