401(k) · DOL Form 5500 · 2023

The Orthopaedic Group, P.C. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
204
Participants Below avg headcount
85th
Percentile by assets National rank
$229,506
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Orthopaedic Group, P.C. Profit Sharing Plan · Sponsored by The Orthopaedic Group, P.C. · Alabama · Healthcare & Social Assistance

$47M in assets, 204 participants

The Orthopaedic Group, P.C.'s The Orthopaedic Group, P.C. Profit Sharing Plan reported $47M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,404 in Healthcare & Social Assistance (17,684 peers)

Where The Orthopaedic Group, P.C. Profit Sharing Plan sits by assets

The Orthopaedic Group, P.C. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $47M for 204 participants (~$229,506/participant), up 17.7% in 2023.

#15,404
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Orthopaedic Group, P.C. Profit Sharing Plan's outsized position by total assets

The Orthopaedic Group, P.C. Profit Sharing Plan vs every filed plan by assets

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

$46,819,182 Top 15% higher than 85% 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

The Orthopaedic Group, P.C. 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. The Orthopaedic Group, P.C. Profit Sharing Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Orthopaedic Group, P.C. Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Orthopaedic Group, P.C. Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • The Orthopaedic Group, P.C. Profit Sharing Plan reported participants rose from 200 in the plan year 2022 filing to 204 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 631187140 · The Orthopaedic Group, P.C. PY 2023 · 401(k)

The Orthopaedic Group, P.C. Profit Sharing Plan · $47M · 204 · 85th

  • PHOTO $47M
  • IND 204
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Mfa Oil Company Savings on Deferred Income Plan
  • PCT ind #15404

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 Alabama →

The Orthopaedic Group, P.C. Profit Sharing Plan in the asset neighbourhood

The Orthopaedic Group, P.C. Profit Sharing PlanThe Orthopaedic Group, P.C. …$47MMfa Oil Company Savings on Deferred Income PlanMfa Oil Company Savings on D…$47MLabaton Sucharow LLP 401(k) Savings & Profit Sharing PlanLabaton Sucharow LLP 401(k) …$47MAjax Paving Industries, Inc. 401(k) PlanAjax Paving Industries, Inc.…$47MPremier America Retirement and Savings PlanPremier America Retirement a…$47M
End-of-year total assets ($M) among The Orthopaedic Group, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$47M
Net Income$7M
Employer EIN631187140
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Orthopaedic Group, P.C.)

Sponsor-wide plan assets over time

All The Orthopaedic Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.337907723999926% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.8M $66.4M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 400 $55M
2023 2 410 $64M
2024 2 411 $66M

Nearby 401(k) Plans in Alabama

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

The Orthopaedic Group, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Orthopaedic Group, P.C. Profit Sharing Plan, Total assets ($B): 0.046819182 · Participants: 204The Orthopaedic Group, P.C. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Orthopaedic Group, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Orthopaedic Group, P.C. Profit Sharing Plan side-by-side with 3 peers →

The Orthopaedic Group, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Mfa Oil Company Savings on Deferred Income Plan in MO ($47M); by covered participants it is Bankprov 401(k) Plan in MA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 The Orthopaedic Group, P.C. Profit Sharing Plan assets move in 2023? ▼
The Orthopaedic Group, P.C. Profit Sharing Plan grew sharply - up 17.7% during 2023, from $40M to $47M. Reported net income was $7M.
How have The Orthopaedic Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Orthopaedic Group, P.C.'s sponsor-wide assets grew 21.3%, from $55M to $66M.
Where does The Orthopaedic Group, P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Orthopaedic Group, P.C. Profit Sharing Plan ranks in the 85th 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 The Orthopaedic Group, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mfa Oil Company Savings on Deferred Income Plan in MO ($47M, 466 participants).
Which 401(k) plans cover a similar participant headcount to The Orthopaedic Group, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankprov 401(k) Plan in MA (204 participants, $25M 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 631187140.

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.