401(k) · DOL Form 5500 · 2023

Slocum Orthopedics, P.C. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
293
Participants Below avg headcount
88th
Percentile by assets National rank
$230,341
Avg per participant Above avg balance/head
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Official DOL plan name: Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan · Sponsored by Slocum Orthopedics, P.C. · Oregon · Healthcare & Social Assistance

$67M in assets, 293 participants

Slocum Orthopedics, P.C.'s Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan reported $67M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,918 in Healthcare & Social Assistance (17,684 peers)

Where Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan sits by assets

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $67M for 293 participants (~$230,341/participant), up 14.7% in 2023.

#15,918
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$67,489,818 Top 12% higher than 88% 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

Slocum Orthopedics, P.C. 401(k) Profit Sharing 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. Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $59M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan reported participants rose from 268 in the plan year 2022 filing to 293 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930603212 · Slocum Orthopedics, P.C. PY 2023 · 401(k)

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan · $67M · 293 · 88th

  • SCH $67M
  • EBSA 293
  • PART 88th
  • TYPE 401(k)
  • NET near Wharton-Smith, Inc. 401(k) Plan and Trust
  • BOOK ind #15918

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 Oregon →

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Slocum Orthopedics, P.C. 401(k) Profit Sharing PlanSlocum Orthopedics, P.C. 401…$67MWharton-Smith, Inc. 401(k) Plan and TrustWharton-Smith, Inc. 401(k) P…$67MContitech USA, Inc. Bargaining Unit Employees Retirement PlanContitech USA, Inc. Bargaini…$67MTmf Health Quality Institute 401(k) Retirement Savings PlanTmf Health Quality Institute…$67MDakota Supply Group, Inc. 401(k) PlanDakota Supply Group, Inc. 40…$67M
End-of-year total assets ($M) among Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$67M
Net Income$9M
Employer EIN930603212
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Slocum Orthopedics, P.C.)

Sponsor-wide plan assets over time

All Slocum Orthopedics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 25.005588400268515% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $58.9M $73.6M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 268 $59M
2023 1 293 $67M
2024 1 301 $74M

Nearby 401(k) Plans in Oregon

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

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.067489818 · Participants: 293Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Wharton-Smith, Inc. 401(k) Plan and Trust in FL ($67M); by covered participants it is Bueno Foods 401(k) Plan in NM (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 14.7% during 2023, from $59M to $67M. Reported net income was $9M.
How have Slocum Orthopedics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Slocum Orthopedics, P.C.'s sponsor-wide assets grew 25.0%, from $59M to $74M.
Where does Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan ranks in the 88th 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 Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wharton-Smith, Inc. 401(k) Plan and Trust in FL ($67M, 649 participants).
Which 401(k) plans cover a similar participant headcount to Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (293 participants, $9M 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 930603212.

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.