401(k) · DOL Form 5500 · 2023
Orthonj, LLC 401(k) Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 700
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $222,216
- Avg per participant Above avg balance/head
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.
- #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.
- #16,708
- in Healthcare & Social Assistance (17,684 peers)
- +24.7%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Orthonj 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Orthonj 401(k) 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. Orthonj 401(k) Plan sits mid-pack in the medium band (700 participants).
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.
EBSA filing schedule strip
Filing strip 824413259 · Orthonj, LLC PY 2023 · 401(k)
Orthonj 401(k) Plan · $156M · 700 · 94th
- EIN $156M
- RANK 700
- PHOTO 94th
- IND 401(k)
- EOY near The Contractors Retirement Plan
- 5500 ind #16708
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 Jersey →
Orthonj 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $31M |
| Employer EIN | 824413259 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthonj, LLC)
Sponsor-wide plan assets over time
All Orthonj, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $174M 39.25994133203201% vs 2022
- 2024 filing year
| 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.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Orthonj 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is The Contractors Retirement Plan in TN ($156M); by covered participants it is Odyssey Systems Consulting Group Ltd 401(k) Plan in MA (700 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
- The Contractors Retirement Plan (TN) $156M · 5,005
- Pan-American Life Insurance Company Savings and Retirement Plan (LA) $156M · 625
- Club Car 401(k) Plan (GA) $156M · 1,230
- Darigold, Inc. 401(k) Savings Plan (WA) $156M · 1,008
Similar participant headcount
Nearest other-state filings by covered participants (700 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.