401(k) · DOL Form 5500 · 2023

Connecticut Orthopaedic Specialists P.C. 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
610
Participants Below avg headcount
91st
Percentile by assets National rank
$167,085
Avg per participant Above avg balance/head
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Official DOL plan name: Connecticut Orthopaedic Specialists, PC 401(k) Plan · Sponsored by Connecticut Orthopaedic Specialists P.C. · Connecticut · Healthcare & Social Assistance

$102M in assets, 610 participants

Connecticut Orthopaedic Specialists P.C.'s Connecticut Orthopaedic Specialists, PC 401(k) Plan reported $102M in total assets and 610 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,358 in Healthcare & Social Assistance (17,684 peers)

Where Connecticut Orthopaedic Specialists, PC 401(k) Plan sits by assets

Connecticut Orthopaedic Specialists, PC 401(k) Plan sits in the top 10% of all filed plans by assets, $102M for 610 participants (~$167,085/participant), up 23.5% in 2023.

#16,358
in Healthcare & Social Assistance (17,684 peers)
+23.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Connecticut Orthopaedic Specialists, PC 401(k) Plan's outsized position by total assets

Connecticut Orthopaedic Specialists, PC 401(k) Plan vs every filed plan by assets

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

$101,921,957 Top 9% higher than 91% 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

Connecticut Orthopaedic Specialists, PC 401(k) 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. Connecticut Orthopaedic Specialists, PC 401(k) Plan sits mid-pack in the medium band (610 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Connecticut Orthopaedic Specialists, PC 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Connecticut Orthopaedic Specialists, PC 401(k) Plan end-of-year assets rose from $83M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • Connecticut Orthopaedic Specialists, PC 401(k) Plan reported participants rose from 579 in the plan year 2022 filing to 610 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060855842 · Connecticut Orthopaedic Specialists P.C. PY 2023 · 401(k)

Connecticut Orthopaedic Specialists, PC 401(k) Plan · $102M · 610 · 91st

  • RANK $102M
  • RANK 610
  • RANK 91st
  • RANK 401(k)
  • RANK near The Imagine Group 401(k) Savings Plan
  • RANK ind #16358

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 Connecticut →

Connecticut Orthopaedic Specialists, PC 401(k) Plan in the asset neighbourhood

The Vertex Companies, LLC 401(k) PlanThe Vertex Companies, LLC 40…$102MProfit Sharing Plan for Itg Brands, LLC Hourly Paid EmployeesProfit Sharing Plan for Itg …$102MThe Taylor Group, Inc. 401(k) PlanThe Taylor Group, Inc. 401(k…$102MConnecticut Orthopaedic Specialists, PC 401(k) PlanConnecticut Orthopaedic Spec…$102MThe Imagine Group 401(k) Savings PlanThe Imagine Group 401(k) Sav…$102M
End-of-year total assets ($M) among Connecticut Orthopaedic Specialists, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$102M
Net Income$19M
Employer EIN060855842
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connecticut Orthopaedic Specialists P.C.)

Sponsor-wide plan assets over time

All Connecticut Orthopaedic Specialists P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 39.57293723891618% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.6M $115M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 579 $83M
2023 1 610 $102M
2024 1 627 $115M

Nearby 401(k) Plans in Connecticut

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

Connecticut Orthopaedic Specialists, PC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Connecticut Orthopaedic Specialists, PC 401(k) Plan, Total assets ($B): 0.101921957 · Participants: 610Connecticut Orthopaedic Specialists, PC 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Connecticut Orthopaedic Specialists, PC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Connecticut Orthopaedic Specialists, PC 401(k) Plan side-by-side with 3 peers →

Connecticut Orthopaedic Specialists, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Imagine Group 401(k) Savings Plan in MN ($102M); by covered participants it is Meridian Clinical Research 401(k) Plan in NE (610 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (610 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 Connecticut Orthopaedic Specialists, PC 401(k) Plan assets move in 2023? ▼
Connecticut Orthopaedic Specialists, PC 401(k) Plan grew sharply - up 23.5% during 2023, from $83M to $102M. Reported net income was $19M.
How have Connecticut Orthopaedic Specialists P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connecticut Orthopaedic Specialists P.C.'s sponsor-wide assets grew 39.6%, from $83M to $115M.
Where does Connecticut Orthopaedic Specialists, PC 401(k) Plan rank by assets among Form 5500 filers? ▼
Connecticut Orthopaedic Specialists, PC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Connecticut Orthopaedic Specialists, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Imagine Group 401(k) Savings Plan in MN ($102M, 1,227 participants).
Which 401(k) plans cover a similar participant headcount to Connecticut Orthopaedic Specialists, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meridian Clinical Research 401(k) Plan in NE (610 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 060855842.

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.