401(k) · DOL Form 5500 · 2023

University Orthopedics, Inc. 401(k) Plan

Data updated 2026-08-11

$113M
Total assets: 581
Participants: 92nd
Percentile by assets: $195,050
Avg per participant

Official DOL plan name: University Orthopedics, Inc. 401(k) Plan · Sponsored by University Orthopedics, Inc. · Rhode Island · Healthcare & Social Assistance

$113M in assets, 581 participants

University Orthopedics, Inc.'s University Orthopedics, Inc. 401(k) Plan reported $113M in total assets and 581 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#16,458 in Healthcare & Social Assistance (17,684 peers)

Coverage in Rhode Island

University Orthopedics, Inc. 401(k) Plan covers 581 participants in Rhode Island, about 40% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $113M.

$113M
total plan assets (2023 EOY): 581
covered participants: 92nd
percentile by assets (of 127,072 plans): $195,050
avg assets per participant

Where University Orthopedics, Inc. 401(k) Plan sits by total assets

University Orthopedics, Inc. 401(k) Plan vs every filed plan by assets

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

$113,324,184 Top 8% higher than 92% 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

University Orthopedics, Inc. 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
University Orthopedics, Inc. 401(k) Plan end-of-year assets rose from $96M in the plan year 2022 filing to $113M in the plan year 2023 filing.
University Orthopedics, Inc. 401(k) Plan reported participants rose from 531 in the plan year 2022 filing to 581 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Rhode Island

Industry

Healthcare & Social Assistance

Participants vs Rhode Island filers

In Rhode Island, the average filing covers about 1,449 participants across 434 plans. University Orthopedics, Inc. 401(k) Plan reports 581 participants - about 40% of that state average ($113M EOY assets).

Rhode Island filing particulars

Total Assets (Beginning of Year)	$96M
Net Assets (End of Year)	$113M
Net Income	$18M
Employer EIN	050447454
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (University Orthopedics, Inc.)

Total plan assets by year, all University Orthopedics, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	531	$96M
2023	1	581	$113M
2024	1	656	$138M

Nearby 401(k) Plans in Rhode Island

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

University Orthopedics, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

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

Compare University Orthopedics, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to University Orthopedics, Inc. 401(k) Plan by total assets, not by location.

Signature Medical Group, Inc. 401(k) Profit Sharing Plan (MO) $113M · 483
Glen Raven, Inc. Employees 401(k) Retirement Savings Plan (NC) $113M · 1,788
Ciena Healthcare Management, Inc. 401(k) Plan (MI) $113M · 11,713
Swbmg 401(k) Plan (CA) $113M · 180

Frequently Asked Questions

How did University Orthopedics, Inc. 401(k) Plan assets move in 2023? ▼

University Orthopedics, Inc. 401(k) Plan grew sharply - up 18.6% during 2023, from $96M to $113M. Reported net income was $18M.

How have University Orthopedics, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), University Orthopedics, Inc.'s sponsor-wide assets grew 44.5%, from $96M to $138M.

Where does University Orthopedics, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

University Orthopedics, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to University Orthopedics, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Signature Medical Group, Inc. 401(k) Profit Sharing Plan in MO ($113M, 483 participants).

Next read for University Orthopedics, Inc. 401(k) Plan

Filing takeaways

Ways to act on University Orthopedics, Inc. 401(k) Plan's numbers.

By total assets, University Orthopedics, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Rhode Island. Compare plans
University Orthopedics, Inc.'s sponsor-wide assets have grown 44.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 050447454.