401(k)
2023 plan-year 401(k) DOL Form 5500

Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Center for Orthopaedics and Spine, LLC · Louisiana · Healthcare & Social Assistance

What the 2023 filing shows

Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust holds $18M for 124 participants — about $147,587 per participant, up 33.0% over the 2023 plan year.

$18M
total plan assets (2023 EOY)
124
covered participants
$147,587
avg assets per participant
+33.0%
assets growth YoY
Total Assets (2023)
$18M
Participants
124
State
Industry
Healthcare & Social Assistance

What the Filing Says About Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust

Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Center for Orthopaedics and Spine, LLC, headquartered in Louisiana. As of the 2023 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 124 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 843425820, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $18M at year-end — a gain of 33.0%. Net assets (after liabilities) closed the year at $18M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$5M
Plan Type401(k)
Employer EIN843425820
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Center for Orthopaedics and Spine, LLC)

Year Plans Participants Total Assets
2022 1 107 $14M
2023 1 124 $18M
2024 1 123 $22M

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Frequently Asked Questions

How much money is in the Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust?
As of the 2023 Form 5500 filing, Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust holds $18M in total assets with 124 participants. It is sponsored by Center for Orthopaedics and Spine, LLC.
What type of plan is Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust?
Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 843425820.
Who sponsors the Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust?
Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust is sponsored by Center for Orthopaedics and Spine, LLC, located in Louisiana. The sponsor's EIN is 843425820 and the plan operates in the Healthcare & Social Assistance industry.
How did Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust perform in 2023?
Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust grew by 33.0% during 2023, moving from $14M to $18M in total assets. Net income was $5M.
Where can I find official filings for Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 843425820 or plan name at efast.dol.gov.
How does Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Center for Orthopaedics and Spine, LLC 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 843425820.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.