401(k) · DOL Form 5500 · 2023
Syracuse Orthopedic Specialists, PC 401(k) Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 732
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $134,248
- Avg per participant Near avg balance/head
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.
- #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.
- #16,309
- in Healthcare & Social Assistance (17,684 peers)
- +16.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan's outsized position 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 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. Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan sits mid-pack in the medium band (732 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Form 5500 schedule snapshot
Filing strip 160992982 · Syracuse Orthopedic Specialists, PC PY 2023 · 401(k)
Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan · $98M · 732 · 91st
- 5500 $98M
- ASSETS 732
- PCT 91st
- EIN 401(k)
- RANK near United States Bakery Profit Sharing & 401(k) Plan
- PHOTO ind #16309
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 New York →
Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Syracuse Orthopedic Specialists, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $131M 21.543085220087384% vs 2022
- 2024 filing year
| 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.
- 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
Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is United States Bakery Profit Sharing & 401(k) Plan in OR ($98M); by covered participants it is Itc Savings & Investment Plan in MI (732 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (732 participants); asset peers above are excluded.
- Itc Savings & Investment Plan (MI) 732 · 0 off
- Landoll Corporation 401(k) Plan (KS) 732 · 0 off
- Trustage 401(k) Plan for Represented Employees (WI) 732 · 0 off
- Truck Centers, Inc. 401(k) Plan (IL) 732 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.