401(k) · DOL Form 5500 · 2023

Orthopedic & Fracture Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
165
Participants Small participant base
83rd
Percentile by assets National rank
$247,834
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan · Sponsored by Orthopedic & Fracture Clinic, P.C. · Oregon · Healthcare & Social Assistance

$41M in assets, 165 participants

Orthopedic & Fracture Clinic, P.C.'s Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan reported $41M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,170 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan covers 165 participants in Oregon, about 37% of the average Oregon filer (state average ~443 per filing). Assets: $41M.

#15,170
in Healthcare & Social Assistance (17,684 peers)
+4.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$40,892,564 Top 17% higher than 83% 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

Orthopedic & Fracture Clinic, P.C. 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. Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan reported participants rose from 153 in the plan year 2022 filing to 165 in the plan year 2023 filing.
  • Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930645870 · Orthopedic & Fracture Clinic, P.C. PY 2023 · 401(k)

Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan · $41M · 165 · 83rd

  • SCH $41M
  • EBSA 165
  • PART 83rd
  • TYPE 401(k)
  • NET near Mtm Recognition Corporation 401(k) Plan
  • BOOK ind #15170

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 Oregon →

Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Quantcast Corporation 401(k) PlanQuantcast Corporation 401(k)…$41MClearfield, Inc. 401(k) Plan & TrustClearfield, Inc. 401(k) Plan…$41MOrthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing PlanOrthopedic & Fracture Clinic…$41MMtm Recognition Corporation 401(k) PlanMtm Recognition Corporation …$41MThe Jockey Club 401(k) Plan$41M
End-of-year total assets ($M) among Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$41M
Net Income$2M
Employer EIN930645870
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic & Fracture Clinic, P.C.)

Sponsor-wide plan assets over time

All Orthopedic & Fracture Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 21.86751325643965% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $39.2M $47.8M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 153 $39M
2023 1 165 $41M
2024 1 171 $48M

Nearby 401(k) Plans in Oregon

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

Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.040892564 · Participants: 165Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Mtm Recognition Corporation 401(k) Plan in OK ($41M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan edged up modestly - up 4.4% during 2023, from $39M to $41M. Reported net income was $2M.
How have Orthopedic & Fracture Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic & Fracture Clinic, P.C.'s sponsor-wide assets grew 21.9%, from $39M to $48M.
Where does Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan ranks in the 83rd 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 Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mtm Recognition Corporation 401(k) Plan in OK ($41M, 398 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic & Fracture Clinic, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 930645870.

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.