401(k) · DOL Form 5500 · 2023
Orthopedics Rhode Island, Inc. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 348
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $96,132
- Avg per participant Below avg balance/head
Official DOL plan name: Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan · Sponsored by Orthopedics Rhode Island, Inc. · Rhode Island · Healthcare & Social Assistance
$33M in assets, 348 participants
Orthopedics Rhode Island, Inc.'s Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan reported $33M in total assets and 348 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,785 in Healthcare & Social Assistance (17,684 peers)
Coverage in Rhode Island
Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan covers 348 participants in Rhode Island, about 24% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $33M.
- #14,785
- in Healthcare & Social Assistance (17,684 peers)
- +17.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,453,814 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Orthopedics Rhode Island, Inc. 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. Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (348 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan reported participants rose from 319 in the plan year 2022 filing to 348 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 472361569 · Orthopedics Rhode Island, Inc. PY 2023 · 401(k)
Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan · $33M · 348 · 81st
- EOY $33M
- 5500 348
- ASSETS 81st
- PCT 401(k)
- EIN near Egain Corporation 401(k)
- RANK ind #14785
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 Rhode Island →
Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $5M |
| Employer EIN | 472361569 |
| Plan Effective Date | 2015-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopedics Rhode Island, Inc.)
Sponsor-wide plan assets over time
All Orthopedics Rhode Island, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 33.24862810060928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 319 | $28M |
| 2023 | 1 | 348 | $33M |
| 2024 | 1 | 414 | $38M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $27.6B · 265,760
- Textron Savings Plan $5.7B · 26,580
- Cfg Retirement Savings Plan $2.9B · 19,047
- Unfi 401(k) Plan $2.7B · 25,475
- Fm Global 401(k) Savings Plan $1.7B · 4,295
Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Egain Corporation 401(k) in CA ($33M); by covered participants it is Cabinet Specialists 401(k) Plan in TX (348 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Egain Corporation 401(k) (CA) $33M · 269
- Tiger Global Management LLC 401(k) Profit Sharing Plan & Trust (NY) $33M · 157
- Feintool Profit Sharing and Savings Plan (OH) $33M · 418
- Clarion Events, Inc. 401(k) Plan (OK) $33M · 260
Similar participant headcount
Nearest other-state filings by covered participants (348 participants); asset peers above are excluded.
- Cabinet Specialists 401(k) Plan (TX) 348 · 0 off
- Convo Communications LLC 401(k) Profit Sharing Plan and Trust (TX) 348 · 0 off
- Zwift, Inc. 401(k) Plan (CA) 348 · 0 off
- Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust (VA) 348 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.