401(k) · DOL Form 5500 · 2023

Bone & Joint Clinic, S.C. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
255
Participants Below avg headcount
83rd
Percentile by assets National rank
$151,400
Avg per participant Above avg balance/head
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Official DOL plan name: Bone & Joint Clinic, S.C. 401(k) Plan · Sponsored by Bone & Joint Clinic, S.C. · Wisconsin · Healthcare & Social Assistance

$39M in assets, 255 participants

Bone & Joint Clinic, S.C.'s Bone & Joint Clinic, S.C. 401(k) Plan reported $39M in total assets and 255 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.

  • #15,067 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Bone & Joint Clinic, S.C. 401(k) Plan covers 255 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $39M.

#15,067
in Healthcare & Social Assistance (17,684 peers)
+8.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bone & Joint Clinic, S.C. 401(k) Plan's outsized position by total assets

Bone & Joint Clinic, S.C. 401(k) Plan vs every filed plan by assets

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

$38,607,121 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

Bone & Joint Clinic, S.C. 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. Bone & Joint Clinic, S.C. 401(k) Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bone & Joint Clinic, S.C. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bone & Joint Clinic, S.C. 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Bone & Joint Clinic, S.C. 401(k) Plan reported participants rose from 248 in the plan year 2022 filing to 255 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391130341 · Bone & Joint Clinic, S.C. PY 2023 · 401(k)

Bone & Joint Clinic, S.C. 401(k) Plan · $39M · 255 · 83rd

  • VS-ST $39M
  • VS-ST 255
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near Campbell Transportation Company, Inc. Retirement Plan
  • VS-ST ind #15067

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 Wisconsin →

Bone & Joint Clinic, S.C. 401(k) Plan in the asset neighbourhood

Beta Group Inc. 401(k) Profit Sharing Plan & TrustBeta Group Inc. 401(k) Profi…$39MBone & Joint Clinic, S.C. 401(k) PlanBone & Joint Clinic, S.C. 40…$39MCampbell Transportation Company, Inc. Retirement PlanCampbell Transportation Comp…$39MGreat Point Partners LLC Incentive Savings TrustGreat Point Partners LLC Inc…$39MPhe, Inc. Employees 401(k) and Profit Sharing Plan and TrustPhe, Inc. Employees 401(k) a…$39M
End-of-year total assets ($M) among Bone & Joint Clinic, S.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$39M
Net Income$3M
Employer EIN391130341
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bone & Joint Clinic, S.C.)

Sponsor-wide plan assets over time

All Bone & Joint Clinic, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 25.533196468646018% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.6M $44.7M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 248 $36M
2023 1 255 $39M
2024 1 276 $45M

Nearby 401(k) Plans in Wisconsin

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

Bone & Joint Clinic, S.C. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Bone & Joint Clinic, S.C. 401(k) Plan, Total assets ($B): 0.038607121 · Participants: 255Bone & Joint Clinic, S.C. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Bone & Joint Clinic, S.C. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bone & Joint Clinic, S.C. 401(k) Plan side-by-side with 3 peers →

Bone & Joint Clinic, S.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Campbell Transportation Company, Inc. Retirement Plan in PA ($39M); by covered participants it is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Bone & Joint Clinic, S.C. 401(k) Plan assets move in 2023? ▼
Bone & Joint Clinic, S.C. 401(k) Plan grew at a solid clip - up 8.5% during 2023, from $36M to $39M. Reported net income was $3M.
How have Bone & Joint Clinic, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bone & Joint Clinic, S.C.'s sponsor-wide assets grew 25.5%, from $36M to $45M.
Where does Bone & Joint Clinic, S.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bone & Joint Clinic, S.C. 401(k) 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 Bone & Joint Clinic, S.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell Transportation Company, Inc. Retirement Plan in PA ($39M, 498 participants).
Which 401(k) plans cover a similar participant headcount to Bone & Joint Clinic, S.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants, N/A 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 391130341.

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.