401(k) · DOL Form 5500 · 2023

Orthopaedics Spine and Sports 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
100
Participants Small participant base
44th
Percentile by assets National rank
$48,082
Avg per participant Low balance/head
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Official DOL plan name: Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust · Sponsored by Orthopaedics Spine and Sports · New York · Healthcare & Social Assistance

$5M in assets, 100 participants

Orthopaedics Spine and Sports's Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust reported $5M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,369 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust covers 100 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,369
in Healthcare & Social Assistance (17,684 peers)
+34.3%
assets growth YoY

Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust vs every filed plan by assets

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

$4,808,221 44th percentile higher than 44% 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

Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust reported net income rose from -$119K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust reported participants rose from 63 in the plan year 2022 filing to 100 in the plan year 2023 filing.
  • Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205290355 · Orthopaedics Spine and Sports PY 2023 · 401(k)

Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust · $5M · 100 · 44th

  • BOY $5M
  • SCH 100
  • EBSA 44th
  • PART 401(k)
  • TYPE near Korth Transfer 401(k) Plan
  • NET ind #8369

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 →

Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust in the asset neighbourhood

Orthopaedics Spine and Sports 401 K Profit Sharing Plan TrustOrthopaedics Spine and Sport…$5MKorth Transfer 401(k) Plan$5MButler County Childrens Center, Inc. Employees Savings TrustButler County Childrens Cent…$5M403(b) Thrift Plan for Employees of Rise Wisconsin, Inc.403(b) Thrift Plan for Emplo…$5MPremier Resources, LLC 401(k) PlanPremier Resources, LLC 401(k…$5M
End-of-year total assets ($M) among Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN205290355
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedics Spine and Sports)

Sponsor-wide plan assets over time

All Orthopaedics Spine and Sports plans reported in each filing year

Latest sponsor-wide plan assets
$5M 34.31584057934173% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M$5M 20222023 $3.58M $4.81M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 63 $4M
2023 1 100 $5M

Nearby 401(k) Plans in New York

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

Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust, Total assets ($B): 0.004808221 · Participants: 100Orthopaedics Spine and Sports 401 K Profit Sharing Plan TrustIBM 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
Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust side-by-side with 3 peers →

Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Korth Transfer 401(k) Plan in WI ($5M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust assets move in 2023? ▼
Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust surged - up 34.3% during 2023, from $4M to $5M. Reported net income was $1M.
How have Orthopaedics Spine and Sports plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Orthopaedics Spine and Sports's sponsor-wide assets grew 34.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Korth Transfer 401(k) Plan in WI ($5M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedics Spine and Sports 401 K Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 205290355.

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.