401(k) · DOL Form 5500 · 2023

Orthopediatrics, Corp. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
171
Participants Small participant base
68th
Percentile by assets National rank
$93,182
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopediatrics, Corp. 401(k) Retirement Plan · Sponsored by Orthopediatrics, Corp. · Indiana · Healthcare & Social Assistance

$16M in assets, 171 participants

Orthopediatrics, Corp.'s Orthopediatrics, Corp. 401(k) Retirement Plan reported $16M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,973 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Orthopediatrics, Corp. 401(k) Retirement Plan covers 171 participants in Indiana, about 32% of the average Indiana filer (state average ~541 per filing). Assets: $16M.

#12,973
in Healthcare & Social Assistance (17,684 peers)
+83.0%
assets growth YoY

Orthopediatrics, Corp. 401(k) Retirement Plan's outsized position by total assets

Orthopediatrics, Corp. 401(k) Retirement Plan vs every filed plan by assets

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

$15,934,192 Top 32% higher than 68% 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

Orthopediatrics, Corp. 401(k) 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. Orthopediatrics, Corp. 401(k) Retirement Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopediatrics, Corp. 401(k) Retirement Plan reported net income rose from $226K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Orthopediatrics, Corp. 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Orthopediatrics, Corp. 401(k) Retirement Plan reported participants rose from 126 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261761833 · Orthopediatrics, Corp. PY 2023 · 401(k)

Orthopediatrics, Corp. 401(k) Retirement Plan · $16M · 171 · 68th

  • VS-ST $16M
  • BOY 171
  • SCH 68th
  • EBSA 401(k)
  • PART near Gfs Chemicals, Inc. Profit Sharing and 401(k) Retirement Plans
  • TYPE ind #12973

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 Indiana →

Orthopediatrics, Corp. 401(k) Retirement Plan in the asset neighbourhood

Archbold Container Corporation 401(k) PlanArchbold Container Corporati…$16MKari-Out 401(k) Plan$16MOrthopediatrics, Corp. 401(k) Retirement PlanOrthopediatrics, Corp. 401(k…$16MGfs Chemicals, Inc. Profit Sharing and 401(k) Retirement PlansGfs Chemicals, Inc. Profit S…$16MWm. F. Meyer Company Profit Sharing PlanWm. F. Meyer Company Profit …$16M
End-of-year total assets ($M) among Orthopediatrics, Corp. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN261761833
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopediatrics, Corp.)

Sponsor-wide plan assets over time

All Orthopediatrics, Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 135.997125174007% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.71M $20.6M ▲ +135.9%
Year Plans Participants Total Assets
2022 1 126 $9M
2023 1 171 $16M
2024 1 191 $21M

Nearby 401(k) Plans in Indiana

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

Orthopediatrics, Corp. 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Orthopediatrics, Corp. 401(k) Retirement Plan, Total assets ($B): 0.015934192 · Participants: 171Orthopediatrics, Corp. 401(k) Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Orthopediatrics, Corp. 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Orthopediatrics, Corp. 401(k) Retirement Plan side-by-side with 3 peers →

Orthopediatrics, Corp. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Gfs Chemicals, Inc. Profit Sharing and 401(k) Retirement Plans in OH ($16M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Orthopediatrics, Corp. 401(k) Retirement Plan assets move in 2023? ▼
Orthopediatrics, Corp. 401(k) Retirement Plan surged - up 83.0% during 2023, from $9M to $16M. Reported net income was $4M.
How have Orthopediatrics, Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopediatrics, Corp.'s sponsor-wide assets grew 136.0%, from $9M to $21M.
Which 401(k) plans are similar in size to Orthopediatrics, Corp. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gfs Chemicals, Inc. Profit Sharing and 401(k) Retirement Plans in OH ($16M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Orthopediatrics, Corp. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 261761833.

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.