401(k) · DOL Form 5500 · 2023
University Orthopedics Center, Ltd. 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 191
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $245,877
- Avg per participant Above avg balance/head
Official DOL plan name: University Orthopedics Center, Ltd. Retirement Plan · Sponsored by University Orthopedics Center, Ltd. · Pennsylvania · Healthcare & Social Assistance
$47M in assets, 191 participants
University Orthopedics Center, Ltd.'s University Orthopedics Center, Ltd. Retirement Plan reported $47M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #15,413 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
University Orthopedics Center, Ltd. Retirement Plan covers 191 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $47M.
- #15,413
- in Healthcare & Social Assistance (17,684 peers)
- +9.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
University Orthopedics Center, Ltd. Retirement Plan's outsized position by total assets
University Orthopedics Center, Ltd. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,962,433 Top 15% higher than 85% 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
University Orthopedics Center, Ltd. 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. University Orthopedics Center, Ltd. Retirement Plan sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Orthopedics Center, Ltd. Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- University Orthopedics Center, Ltd. Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- University Orthopedics Center, Ltd. Retirement Plan reported participants fell from 198 in the plan year 2022 filing to 191 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 251655314 · University Orthopedics Center, Ltd. PY 2023 · 401(k)
University Orthopedics Center, Ltd. Retirement Plan · $47M · 191 · 85th
- TYPE $47M
- NET 191
- BOOK 85th
- VS-ST 401(k)
- BOY near London Fischer Profit Sharing and Savings Plan
- SCH ind #15413
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 Pennsylvania →
University Orthopedics Center, Ltd. Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $4M |
| Employer EIN | 251655314 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Orthopedics Center, Ltd.)
Sponsor-wide plan assets over time
All University Orthopedics Center, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 20.20504738842434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $43M |
| 2023 | 1 | 191 | $47M |
| 2024 | 1 | 207 | $52M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
University Orthopedics Center, Ltd. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is London Fischer Profit Sharing and Savings Plan in NY ($47M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- London Fischer Profit Sharing and Savings Plan (NY) $47M · 60
- Springstone 401(k) Plan (KY) $47M · 3,262
- Ware Malcomb 401(k) Plan (CA) $47M · 674
- First National Bank of America Retirement Plan (MI) $47M · 483
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Cwb Holdings, Inc. 401(k) Plan (CO) 191 · 0 off
- Palomar Holdings, Inc. 401(k) Plan (CA) 191 · 0 off
- Johanson Dielectrics, Inc. 401(k) Retirement Plan (CA) 191 · 0 off
- Guaranty Service Group 401(k) Savings Plan (WI) 191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.