401(k) · DOL Form 5500 · 2023

Orthonj, LLC 401(k) Plan

Data updated 2026-08-11

$156M
Total assets
700
Participants
94th
Percentile by assets
$222,216
Avg per participant
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Official DOL plan name: Orthonj 401(k) Plan · Sponsored by Orthonj, LLC · New Jersey · Healthcare & Social Assistance

$156M in assets, 700 participants

Orthonj, LLC's Orthonj 401(k) Plan reported $156M in total assets and 700 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #16,708 in Healthcare & Social Assistance (17,684 peers)

Where Orthonj 401(k) Plan sits by assets

Orthonj 401(k) Plan sits in the top 10% of all filed plans by assets, $156M for 700 participants (~$222,216/participant), up 24.7% in 2023.

$156M
total plan assets (2023 EOY)
700
covered participants
94th
percentile by assets (of 127,072 plans)
$222,216
avg assets per participant

Where Orthonj 401(k) Plan sits by total assets

Orthonj 401(k) Plan vs every filed plan by assets

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

$155,551,376 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthonj 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Orthonj 401(k) Plan end-of-year assets rose from $125M in the plan year 2022 filing to $156M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Orthonj 401(k) Plan vs the 2023 asset distribution

By assets, Orthonj 401(k) Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$156M
Net Income$31M
Employer EIN824413259
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthonj, LLC)

$100M$120M$140M$160M$180M 202220232024 $125M $174M ▲ +39.3%
Total plan assets by year, all Orthonj, LLC plans on file
Year Plans Participants Total Assets
2022 1 698 $125M
2023 1 700 $156M
2024 1 747 $174M

Nearby 401(k) Plans in New Jersey

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

Orthonj 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Orthonj 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Orthonj 401(k) PlanJPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck US Savings Plan
Orthonj 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Orthonj 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Orthonj 401(k) Plan assets move in 2023?
Orthonj 401(k) Plan grew sharply - up 24.7% during 2023, from $125M to $156M. Reported net income was $31M.
How have Orthonj, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Orthonj, LLC's sponsor-wide assets grew 39.3%, from $125M to $174M.
Where does Orthonj 401(k) Plan rank by assets among Form 5500 filers?
Orthonj 401(k) Plan ranks in the 94th 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 Orthonj 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in TN ($156M, 5,005 participants).

Scale reading

Ways to act on Orthonj 401(k) Plan's numbers.