401(k) · DOL Form 5500 · 2023

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
63
Participants Small participant base
67th
Percentile by assets National rank
$236,796
Avg per participant Above avg balance/head
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Official DOL plan name: The Orthopedic Specialty Clinic 401(k) Plan · Sponsored by The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic · Utah · Healthcare & Social Assistance

$15M in assets, 63 participants

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic's The Orthopedic Specialty Clinic 401(k) Plan reported $15M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,744 in Healthcare & Social Assistance (17,684 peers)

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic multi-year trail

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic's plans moved +22.9% in assets from 2022 to 2024; this filing shows The Orthopedic Specialty Clinic 401(k) Plan at $15M / 63 participants.

#12,744
in Healthcare & Social Assistance (17,684 peers)
+13.5%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Orthopedic Specialty Clinic 401(k) Plan's outsized position by total assets

The Orthopedic Specialty Clinic 401(k) Plan vs every filed plan by assets

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

$14,918,174 Top 33% higher than 67% 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

The Orthopedic Specialty Clinic 401(k) 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. The Orthopedic Specialty Clinic 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Orthopedic Specialty Clinic 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • The Orthopedic Specialty Clinic 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Orthopedic Specialty Clinic 401(k) Plan reported participants rose from 56 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841430042 · The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic PY 2023 · 401(k)

The Orthopedic Specialty Clinic 401(k) Plan · $15M · 63 · 67th

  • EBSA $15M
  • EBSA 63
  • EBSA 67th
  • EBSA 401(k)
  • EBSA near The Electric Motor Repair Co. 401(k) Retirement Savings Plan
  • EBSA ind #12744

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 Utah →

The Orthopedic Specialty Clinic 401(k) Plan in the asset neighbourhood

The Orthopedic Specialty Clinic 401(k) PlanThe Orthopedic Specialty Cli…$15MThe Electric Motor Repair Co. 401(k) Retirement Savings PlanThe Electric Motor Repair Co…$15MHydro Resources 401(k) Plan$15MLogoplaste USA Syracuse LLC 401(k) PlanLogoplaste USA Syracuse LLC …$15MUh Clinical Associates, LLC 401(k) Retirement PlanUh Clinical Associates, LLC …$15M
End-of-year total assets ($M) among The Orthopedic Specialty Clinic 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic multi-year asset trail

Sponsor-wide plan assets over time

All The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.895722991414054% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16.2M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 56 $13M
2023 1 63 $15M
2024 1 61 $16M

The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN841430042
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

The Orthopedic Specialty Clinic 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants The Orthopedic Specialty Clinic 401(k) Plan, Total assets ($B): 0.014918174 · Participants: 63The Orthopedic Specialty Clinic 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
The Orthopedic Specialty Clinic 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare The Orthopedic Specialty Clinic 401(k) Plan side-by-side with 3 peers →

The Orthopedic Specialty Clinic 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is The Electric Motor Repair Co. 401(k) Retirement Savings Plan in MD ($15M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 The Orthopedic Specialty Clinic 401(k) Plan assets move in 2023? ▼
The Orthopedic Specialty Clinic 401(k) Plan grew at a solid clip - up 13.5% during 2023, from $13M to $15M. Reported net income was -$1M.
How have The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Orthopedic Clinic, L.C. Dba the Orthopedic Specialty Clinic's sponsor-wide assets grew 22.9%, from $13M to $16M.
Which 401(k) plans are similar in size to The Orthopedic Specialty Clinic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Electric Motor Repair Co. 401(k) Retirement Savings Plan in MD ($15M, 175 participants).
Which 401(k) plans cover a similar participant headcount to The Orthopedic Specialty Clinic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants, N/A 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 841430042.

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.