401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,866
Participants Near avg headcount
90th
Percentile by assets National rank
$43,739
Avg per participant Low balance/head
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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.

  • #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.

#16,136
in Healthcare & Social Assistance (17,684 peers)
+36.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Core Medical Management 401(k) Plan's outsized position 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 $2,050,000,000 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

Core Medical Management 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Core Medical Management 401(k) Plan lands in the large band (1,866 participants).

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 →

Published 5500 schedule card

Filing strip 201456157 · Center for Orthopedic Research and Excellence, Inc. PY 2023 · 401(k)

Core Medical Management 401(k) Plan · $82M · 1,866 · 90th

  • VS-ST $82M
  • BOY 1,866
  • SCH 90th
  • EBSA 401(k)
  • PART near Benchmark Senior Living 401(k) Plan
  • TYPE ind #16136

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 Arizona →

Core Medical Management 401(k) Plan in the asset neighbourhood

Core Medical Management 401(k) PlanCore Medical Management 401(…$82MBenchmark Senior Living 401(k) PlanBenchmark Senior Living 401(…$82MCampari America 401(k) Retirement PlanCampari America 401(k) Retir…$82MMonumental Sports & Entertainment 401(k) Savings PlanMonumental Sports & Entertai…$82MCentral Processing Corp. Retirement PlanCentral Processing Corp. Ret…$82M
End-of-year total assets ($M) among Core Medical Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Center for Orthopedic Research and Excellence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$97M 62.24124877806321% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $59.9M $97.1M ▲ +62.3%
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 ($B) Participants Core Medical Management 401(k) Plan, Total assets ($B): 0.08161753 · Participants: 1866Core Medical Management 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 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 →

Core Medical Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Benchmark Senior Living 401(k) Plan in MA ($82M); by covered participants it is Rosendin Electric 401(k) Savings Plan in CA (1,866 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,866 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 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).
Which 401(k) plans cover a similar participant headcount to Core Medical Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rosendin Electric 401(k) Savings Plan in CA (1,866 participants, $155M 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 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.