401(k) · DOL Form 5500 · 2023
Orthopaedic Surgery Specialists, Ltd. 401(k) Plan
Data updated 2026-08-25
- $13K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 2nd
- Percentile by assets National rank
Official DOL plan name: Orthopaedic Surgery Specialists, Ltd. Profit Sharing and 401(k) Plan and Trust · Sponsored by Orthopaedic Surgery Specialists, Ltd. · Illinois · Healthcare & Social Assistance
$13K in assets, N/A participants
Orthopaedic Surgery Specialists, Ltd.'s Orthopaedic Surgery Specialists, Ltd. Profit Sharing and 401(k) Plan and Trust reported $13K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.
- #224 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Orthopaedic Surgery Specialists, Ltd. Profit Sharing and 401(k) Plan and Trust holds $13K for N/A participants, among the smaller plans by assets on file.
- #224
- in Healthcare & Social Assistance (17,684 peers)
- +4.8%
- assets growth YoY
Orthopaedic Surgery Specialists, Ltd. Profit Sharing and 401(k) Plan and Trust among the smaller filed plans by assets
Orthopaedic Surgery Specialists, Ltd. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,943 2nd percentile higher than 2% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopaedic Surgery Specialists, Ltd. Profit Sharing and 401(k) Plan and Trust reported net income rose from $159 in the plan year 2022 filing to $590 in the plan year 2023 filing.
- Orthopaedic Surgery Specialists, Ltd. Profit Sharing and 401(k) Plan and Trust end-of-year assets rose from $12K in the plan year 2022 filing to $13K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 362812322 · Orthopaedic Surgery Specialists, Ltd. PY 2023 · 401(k)
Orthopaedic Surgery Specialists, Ltd. Profit Sharing and 401(k) Plan and Trust · $13K · N/A · 2nd
- RANK $13K
- RANK N/A
- RANK 2nd
- RANK 401(k)
- RANK near Rsm Pubvlishing Pr Savings and Retirement Plan
- RANK ind #224
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 Illinois →
Orthopaedic Surgery Specialists, Ltd. Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $12K |
|---|---|
| Net Assets (End of Year) | $13K |
| Net Income | $590 |
| Employer EIN | 362812322 |
| Plan Effective Date | 1976-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Surgery Specialists, Ltd.)
Sponsor-wide plan assets over time
All Orthopaedic Surgery Specialists, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14K 9.92471464421598% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $12K |
| 2023 | 1 | N/A | $13K |
| 2024 | 1 | N/A | $14K |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Orthopaedic Surgery Specialists, Ltd. Profit Sharing and 401(k) Plan and Trust's closest out-of-state 401(k) peers by assets
Outside Illinois, the nearest 401(k) by end-of-year assets is Rsm Pubvlishing Pr Savings and Retirement Plan in PR at $13K (this filing: $13K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13K here).
- Rsm Pubvlishing Pr Savings and Retirement Plan (PR) $13K · N/A
- Metschools, LLC 401(k) Plan (NY) $13K · 63
- Out Front, Inc. 401(k) Plan (IA) $13K · 2
- Wayfinder Inc 401(k) Plan (CO) $13K · 1
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.