401(k) · DOL Form 5500 · 2023
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $226,903
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan · Sponsored by Orthopedic & Sports Institute of the Fox Valley Sc · Wisconsin · Healthcare & Social Assistance
$22M in assets, 96 participants
Orthopedic & Sports Institute of the Fox Valley Sc's Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan reported $22M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #13,851 in Healthcare & Social Assistance (17,684 peers)
Orthopedic & Sports Institute of the Fox Valley Sc multi-year trail
Orthopedic & Sports Institute of the Fox Valley Sc's plans moved +51.3% in assets from 2022 to 2024; this filing shows Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan at $22M / 96 participants.
- #13,851
- in Healthcare & Social Assistance (17,684 peers)
- +29.3%
- assets growth YoY
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan's outsized position by total assets
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,782,698 Top 26% higher than 74% 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
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan reported participants fell from 111 in the plan year 2022 filing to 96 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 161625172 · Orthopedic & Sports Institute of the Fox Valley Sc PY 2023 · 401(k)
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan · $22M · 96 · 74th
- 5500 $22M
- ASSETS 96
- PCT 74th
- EIN 401(k)
- RANK near Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan
- PHOTO ind #13851
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 Wisconsin →
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan in the asset neighbourhood
Orthopedic & Sports Institute of the Fox Valley Sc multi-year asset trail
Sponsor-wide plan assets over time
All Orthopedic & Sports Institute of the Fox Valley Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 51.25636295142062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $17M |
| 2023 | 1 | 96 | $22M |
| 2024 | 1 | 87 | $25M |
Orthopedic & Sports Institute of the Fox Valley Sc filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $5M |
| Employer EIN | 161625172 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan in MN ($22M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 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.