401(k) · DOL Form 5500 · 2023

Center for Orthopedic Research and Excellence, Inc. 401(k) Plan

Data updated 2026-08-11

$82M
Total assets
1,866
Participants
90th
Percentile by assets
$43,739
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Core Medical Management 401(k) Plan · Sponsored by Center for Orthopedic Research and Excellence, Inc. · Arizona · Healthcare & Social Assistance

$82M in assets, 1,866 participants

Center for Orthopedic Research and Excellence, Inc.'s Core Medical Management 401(k) Plan reported $82M in total assets and 1,866 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #16,136 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arizona

Core Medical Management 401(k) Plan covers 1,866 participants in Arizona, 3.3x the typical Arizona plan (state average ~564 per filing). Assets: $82M.

$82M
total plan assets (2023 EOY)
1,866
covered participants
90th
percentile by assets (of 127,072 plans)
$43,739
avg assets per participant

Where Core Medical Management 401(k) Plan sits by total assets

Core Medical Management 401(k) Plan vs every filed plan by assets

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

$81,617,530 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Core Medical Management 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Core Medical Management 401(k) Plan end-of-year assets rose from $60M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Core Medical Management 401(k) Plan reported participants rose from 1,420 in the plan year 2022 filing to 1,866 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Arizona
Industry
Healthcare & Social Assistance

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Core Medical Management 401(k) Plan reports 1,866 participants - 3.3x that state average ($82M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$82M
Net Income$22M
Employer EIN201456157
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Center for Orthopedic Research and Excellence, Inc.)

$40M$60M$80M$100M$120M 202220232024 $59.9M $97.1M ▲ +62.3%
Total plan assets by year, all Center for Orthopedic Research and Excellence, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,420 $60M
2023 1 1,866 $82M
2024 1 3,391 $97M

Nearby 401(k) Plans in Arizona

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

Core Medical Management 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Core Medical Managem…, Total assets ($B): 0.08161753 · Participants: 1866Core Medical Managem…Bechtel Trust & Thri…, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thri…Banner Health Employ…, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employ…Republic Services, I…, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, I…Freeport-Mcmoran Inc…, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc…Stantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Core Medical Management 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Core Medical Management 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Core Medical Management 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Core Medical Management 401(k) Plan assets move in 2023? ▼
Core Medical Management 401(k) Plan surged - up 36.3% during 2023, from $60M to $82M. Reported net income was $22M.
How have Center for Orthopedic Research and Excellence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Center for Orthopedic Research and Excellence, Inc.'s sponsor-wide assets grew 62.2%, from $60M to $97M.
Where does Core Medical Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Core Medical Management 401(k) Plan ranks in the 90th 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 Core Medical Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benchmark Senior Living 401(k) Plan in MA ($82M, 6,315 participants).

Next read for Core Medical Management 401(k) Plan

Filing takeaways

Ways to act on Core Medical Management 401(k) Plan's numbers.

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 201456157.

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.