401(k) · DOL Form 5500 · 2023

Orthopedics Northwest PLLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
85
Participants Small participant base
77th
Percentile by assets National rank
$303,157
Avg per participant High balance/head
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Official DOL plan name: Orthopedics Northwest 401(k) Profit Sharing Plan and Trust · Sponsored by Orthopedics Northwest PLLC · Washington · Healthcare & Social Assistance

$26M in assets, 85 participants

Orthopedics Northwest PLLC's Orthopedics Northwest 401(k) Profit Sharing Plan and Trust reported $26M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,239 in Healthcare & Social Assistance (17,684 peers)

Where Orthopedics Northwest 401(k) Profit Sharing Plan and Trust sits by assets

Orthopedics Northwest 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 85 participants (~$303,157/participant), down 6.0% in 2023.

#14,239
in Healthcare & Social Assistance (17,684 peers)
-6.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopedics Northwest 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Orthopedics Northwest 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$25,768,384 Top 23% higher than 77% 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

Orthopedics Northwest 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopedics Northwest 401(k) Profit Sharing Plan and Trust is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopedics Northwest 401(k) Profit Sharing Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Orthopedics Northwest 401(k) Profit Sharing Plan and Trust reported participants fell from 91 in the plan year 2022 filing to 85 in the plan year 2023 filing.
  • Orthopedics Northwest 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $27M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 912058773 · Orthopedics Northwest PLLC PY 2023 · 401(k)

Orthopedics Northwest 401(k) Profit Sharing Plan and Trust · $26M · 85 · 77th

  • PCT $26M
  • PCT 85
  • PCT 77th
  • PCT 401(k)
  • PCT near Staab Construction Corporation 401(k) Profit Sharing Plan & Trust
  • PCT ind #14239

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 Washington →

Orthopedics Northwest 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Orthopedics Northwest 401(k) Profit Sharing Plan and TrustOrthopedics Northwest 401(k)…$26MStaab Construction Corporation 401(k) Profit Sharing Plan & TrustStaab Construction Corporati…$26MHubler Automotive Group 401(k) PlanHubler Automotive Group 401(…$26MNew Wincup Holdings, Inc. 401(k) Retirement Savings PlanNew Wincup Holdings, Inc. 40…$26MWargaming (USA), Inc. 401(k) Plan & TrustWargaming (USA), Inc. 401(k)…$26M
End-of-year total assets ($M) among Orthopedics Northwest 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$2M
Employer EIN912058773
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedics Northwest PLLC)

Sponsor-wide plan assets over time

All Orthopedics Northwest PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 6.001572283396367% vs 2022
2023 filing year
$25.5M$26M$26.5M$27M$27.5M$28M 20222023 $27.4M $25.8M ▼ -6.0%
Year Plans Participants Total Assets
2022 1 91 $27M
2023 1 85 $26M

Nearby 401(k) Plans in Washington

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

Orthopedics Northwest 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Orthopedics Northwest 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.025768384 · Participants: 85Orthopedics Northwest 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Orthopedics Northwest 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants

Orthopedics Northwest 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Staab Construction Corporation 401(k) Profit Sharing Plan & Trust in WI ($26M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Orthopedics Northwest 401(k) Profit Sharing Plan and Trust assets move in 2023?
Orthopedics Northwest 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 6.0% during 2023, from $27M to $26M. Reported net income was -$2M.
How have Orthopedics Northwest PLLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Orthopedics Northwest PLLC's sponsor-wide assets declined 6.0%, from $27M to $26M.
Where does Orthopedics Northwest 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Orthopedics Northwest 401(k) Profit Sharing Plan and Trust ranks in the 77th 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 Orthopedics Northwest 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Staab Construction Corporation 401(k) Profit Sharing Plan & Trust in WI ($26M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedics Northwest 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M in assets).