401(k) · DOL Form 5500 · 2023

First State Orthopaedics, P.a. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
419
Participants Below avg headcount
88th
Percentile by assets National rank
$164,292
Avg per participant Above avg balance/head
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Official DOL plan name: First State Orthopaedics, P.a. 401(k) Profit Sharing Plan · Sponsored by First State Orthopaedics, P.a. · Delaware · Healthcare & Social Assistance

$69M in assets, 419 participants

First State Orthopaedics, P.a.'s First State Orthopaedics, P.a. 401(k) Profit Sharing Plan reported $69M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,947 in Healthcare & Social Assistance (17,684 peers)

Where First State Orthopaedics, P.a. 401(k) Profit Sharing Plan sits by assets

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $69M for 419 participants (~$164,292/participant), up 19.9% in 2023.

#15,947
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$68,838,144 Top 12% higher than 88% 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

First State Orthopaedics, P.a. 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. First State Orthopaedics, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First State Orthopaedics, P.a. 401(k) Profit Sharing Plan reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • First State Orthopaedics, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $57M in the plan year 2022 filing to $69M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 510297303 · First State Orthopaedics, P.a. PY 2023 · 401(k)

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan · $69M · 419 · 88th

  • IND $69M
  • EOY 419
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Mark Andy, Inc. Employee Savings & Profit Sharing Plan
  • EIN ind #15947

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 Delaware →

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Jh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing PlanJh Kelly Holdings LLC Non-Un…$69MMark Andy, Inc. Employee Savings & Profit Sharing PlanMark Andy, Inc. Employee Sav…$69MBuilding Your Benefits Retirement Savings PlanBuilding Your Benefits Retir…$69MUwh of Texas, PLLC 401(k) Retirement PlanUwh of Texas, PLLC 401(k) Re…$69MFirst State Orthopaedics, P.a. 401(k) Profit Sharing PlanFirst State Orthopaedics, P.…$69M
End-of-year total assets ($M) among First State Orthopaedics, P.a. 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)$57M
Net Assets (End of Year)$69M
Net Income$11M
Employer EIN510297303
Plan Effective Date1986-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Orthopaedics, P.a.)

Sponsor-wide plan assets over time

All First State Orthopaedics, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 36.43094119253912% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.4M $78.3M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 416 $57M
2023 1 419 $69M
2024 1 476 $78M

Nearby 401(k) Plans in Delaware

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

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants First State Orthopaedics, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.068838144 · Participants: 419First State Orthopaedics, P.a. 401(k) Profit Sharing PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
First State Orthopaedics, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare First State Orthopaedics, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

First State Orthopaedics, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Mark Andy, Inc. Employee Savings & Profit Sharing Plan in MO ($69M); by covered participants it is Grecian Delight/Kronos Retirement Savings Plan in IL (419 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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 First State Orthopaedics, P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
First State Orthopaedics, P.a. 401(k) Profit Sharing Plan grew sharply - up 19.9% during 2023, from $57M to $69M. Reported net income was $11M.
How have First State Orthopaedics, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Orthopaedics, P.a.'s sponsor-wide assets grew 36.4%, from $57M to $78M.
Where does First State Orthopaedics, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
First State Orthopaedics, P.a. 401(k) Profit Sharing Plan ranks in the 88th 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 First State Orthopaedics, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mark Andy, Inc. Employee Savings & Profit Sharing Plan in MO ($69M, 406 participants).
Which 401(k) plans cover a similar participant headcount to First State Orthopaedics, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grecian Delight/Kronos Retirement Savings Plan in IL (419 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 510297303.

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.