401(k) · DOL Form 5500 · 2023

University Orthopedics, Inc. 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
581
Participants Below avg headcount
92nd
Percentile by assets National rank
$195,050
Avg per participant Above avg balance/head
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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.

  • #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.

#16,458
in Healthcare & Social Assistance (17,684 peers)
+18.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

University Orthopedics, Inc. 401(k) Plan's outsized position 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

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

University Orthopedics, Inc. 401(k) 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. University Orthopedics, Inc. 401(k) Plan sits mid-pack in the medium band (581 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 050447454 · University Orthopedics, Inc. PY 2023 · 401(k)

University Orthopedics, Inc. 401(k) Plan · $113M · 581 · 92nd

  • TYPE $113M
  • TYPE 581
  • TYPE 92nd
  • TYPE 401(k)
  • TYPE near Signature Medical Group, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #16458

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 →

University Orthopedics, Inc. 401(k) Plan in the asset neighbourhood

University Orthopedics, Inc. 401(k) PlanUniversity Orthopedics, Inc.…$113MSignature Medical Group, Inc. 401(k) Profit Sharing PlanSignature Medical Group, Inc…$113MGlen Raven, Inc. Employees 401(k) Retirement Savings PlanGlen Raven, Inc. Employees 4…$113MCiena Healthcare Management, Inc. 401(k) PlanCiena Healthcare Management,…$113MSwbmg 401(k) Plan$113M
End-of-year total assets ($M) among University Orthopedics, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$113M
Net Income$18M
Employer EIN050447454
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Orthopedics, Inc.)

Sponsor-wide plan assets over time

All University Orthopedics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 44.50403146382156% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $95.6M $138M ▲ +44.5%
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 Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants University Orthopedics, Inc. 401(k) Plan, Total assets ($B): 0.113324184 · Participants: 581University Orthopedics, Inc. 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
University Orthopedics, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare University Orthopedics, Inc. 401(k) Plan side-by-side with 3 peers →

University Orthopedics, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Signature Medical Group, Inc. 401(k) Profit Sharing Plan in MO ($113M); by covered participants it is Carousel Motor Group 401(k) Savings Plan in MN (581 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($113M here).

Similar participant headcount

Nearest other-state filings by covered participants (581 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 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).
Which 401(k) plans cover a similar participant headcount to University Orthopedics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carousel Motor Group 401(k) Savings Plan in MN (581 participants, $48M 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 050447454.

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.