401(k) · DOL Form 5500 · 2023

Excelsior Orthopaedics LLP 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
544
Participants Below avg headcount
86th
Percentile by assets National rank
$92,591
Avg per participant Below avg balance/head
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Official DOL plan name: Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan · Sponsored by Excelsior Orthopaedics LLP · New York · Healthcare & Social Assistance

$50M in assets, 544 participants

Excelsior Orthopaedics LLP's Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan reported $50M in total assets and 544 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,525 in Healthcare & Social Assistance (17,684 peers)

Where Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan sits by assets

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $50M for 544 participants (~$92,591/participant), up 28.2% in 2023.

#15,525
in Healthcare & Social Assistance (17,684 peers)
+28.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$50,369,369 Top 14% higher than 86% 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

Excelsior Orthopaedics, LLP 401(k) Profit Sharing 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. Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (544 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan reported participants rose from 491 in the plan year 2022 filing to 544 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161608040 · Excelsior Orthopaedics LLP PY 2023 · 401(k)

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan · $50M · 544 · 86th

  • VS-ST $50M
  • BOY 544
  • SCH 86th
  • EBSA 401(k)
  • PART near Branded Entertainment Network 401(k) Savings Plan
  • TYPE ind #15525

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 New York →

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Excelsior Orthopaedics, LLP 401(k) Profit Sharing PlanExcelsior Orthopaedics, LLP …$50MBranded Entertainment Network 401(k) Savings PlanBranded Entertainment Networ…$50MKhs USA, Inc. Profit Sharing PlanKhs USA, Inc. Profit Sharing…$50MBemis Manufacturing Company Extra Retirement Savings and TrustBemis Manufacturing Company …$50MErvin Cohen & Jessup LLP Defined Contribution PlanErvin Cohen & Jessup LLP Def…$50M
End-of-year total assets ($M) among Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$50M
Net Income$11M
Employer EIN161608040
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Orthopaedics LLP)

Sponsor-wide plan assets over time

All Excelsior Orthopaedics LLP plans reported in each filing year

Latest sponsor-wide plan assets
$63M 60.34773471137056% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.3M $63M ▲ +60.3%
Year Plans Participants Total Assets
2022 1 491 $39M
2023 1 544 $50M
2024 1 620 $63M

Nearby 401(k) Plans in New York

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

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.050369369 · Participants: 544Excelsior Orthopaedics, LLP 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Branded Entertainment Network 401(k) Savings Plan in CA ($50M); by covered participants it is We Employees' 401(k) Cash or Deferred Retirement Plan in WA (544 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (544 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 Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan grew sharply - up 28.2% during 2023, from $39M to $50M. Reported net income was $11M.
How have Excelsior Orthopaedics LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Orthopaedics LLP's sponsor-wide assets grew 60.3%, from $39M to $63M.
Where does Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan ranks in the 86th 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 Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Branded Entertainment Network 401(k) Savings Plan in CA ($50M, 324 participants).
Which 401(k) plans cover a similar participant headcount to Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is We Employees' 401(k) Cash or Deferred Retirement Plan in WA (544 participants, $97M 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 161608040.

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.