401(k) · DOL Form 5500 · 2023

Midlands Orthopaedics and Neurosurgery, PA 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
168
Participants Small participant base
76th
Percentile by assets National rank
$144,748
Avg per participant Above avg balance/head
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Official DOL plan name: Midlands Orthopaedics and Neurosurgery, PA Retirement Plan · Sponsored by Midlands Orthopaedics and Neurosurgery, PA · South Carolina · Healthcare & Social Assistance

$24M in assets, 168 participants

Midlands Orthopaedics and Neurosurgery, PA's Midlands Orthopaedics and Neurosurgery, PA Retirement Plan reported $24M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,111 in Healthcare & Social Assistance (17,684 peers)

Coverage in South Carolina

Midlands Orthopaedics and Neurosurgery, PA Retirement Plan covers 168 participants in South Carolina, about 46% of the average South Carolina filer (state average ~369 per filing). Assets: $24M.

#14,111
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Midlands Orthopaedics and Neurosurgery, PA Retirement Plan's outsized position by total assets

Midlands Orthopaedics and Neurosurgery, PA Retirement Plan vs every filed plan by assets

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

$24,317,719 Top 24% higher than 76% 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

Midlands Orthopaedics and Neurosurgery, PA Retirement 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. Midlands Orthopaedics and Neurosurgery, PA Retirement Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midlands Orthopaedics and Neurosurgery, PA Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Midlands Orthopaedics and Neurosurgery, PA Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Midlands Orthopaedics and Neurosurgery, PA Retirement Plan reported participants fell from 179 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 570710106 · Midlands Orthopaedics and Neurosurgery, PA PY 2023 · 401(k)

Midlands Orthopaedics and Neurosurgery, PA Retirement Plan · $24M · 168 · 76th

  • PART $24M
  • TYPE 168
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
  • BOY ind #14111

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 South Carolina →

Midlands Orthopaedics and Neurosurgery, PA Retirement Plan in the asset neighbourhood

Midlands Orthopaedics and Neurosurgery, PA Retirement PlanMidlands Orthopaedics and Ne…$24MHelfman Enterprises, Inc. 401(k) Profit Sharing Plan & TrustHelfman Enterprises, Inc. 40…$24MSt Engineering Leeboy 401(k) Retirement Savings PlanSt Engineering Leeboy 401(k)…$24MThe Plexus Groupe LLC 401(k) Profit Sharing PlanThe Plexus Groupe LLC 401(k)…$24MRlc Profit Sharing 401(k) PlanRlc Profit Sharing 401(k) Pl…$24M
End-of-year total assets ($M) among Midlands Orthopaedics and Neurosurgery, PA Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN570710106
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midlands Orthopaedics and Neurosurgery, PA)

Sponsor-wide plan assets over time

All Midlands Orthopaedics and Neurosurgery, PA plans reported in each filing year

Latest sponsor-wide plan assets
$30M 52.4783077072168% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.9M $30.3M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 179 $20M
2023 1 168 $24M
2024 1 183 $30M

Nearby 401(k) Plans in South Carolina

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

Midlands Orthopaedics and Neurosurgery, PA Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Midlands Orthopaedics and Neurosurgery, PA Retirement Plan, Total assets ($B): 0.024317719 · Participants: 168Midlands Orthopaedics and Neurosurgery, PA Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Midlands Orthopaedics and Neurosurgery, PA Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Midlands Orthopaedics and Neurosurgery, PA Retirement Plan side-by-side with 3 peers →

Midlands Orthopaedics and Neurosurgery, PA Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust in TX ($24M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Midlands Orthopaedics and Neurosurgery, PA Retirement Plan assets move in 2023? ▼
Midlands Orthopaedics and Neurosurgery, PA Retirement Plan grew sharply - up 22.3% during 2023, from $20M to $24M. Reported net income was $4M.
How have Midlands Orthopaedics and Neurosurgery, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midlands Orthopaedics and Neurosurgery, PA's sponsor-wide assets grew 52.5%, from $20M to $30M.
Where does Midlands Orthopaedics and Neurosurgery, PA Retirement Plan rank by assets among Form 5500 filers? ▼
Midlands Orthopaedics and Neurosurgery, PA Retirement Plan ranks in the 76th 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 Midlands Orthopaedics and Neurosurgery, PA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust in TX ($24M, 474 participants).
Which 401(k) plans cover a similar participant headcount to Midlands Orthopaedics and Neurosurgery, PA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 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 570710106.

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.