401(k) · DOL Form 5500 · 2023

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
124
Participants Small participant base
79th
Percentile by assets National rank
$234,665
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan · Sponsored by Orthopaedic Centers of Wisconsin, S.C. · Wisconsin · Healthcare & Social Assistance

$29M in assets, 124 participants

Orthopaedic Centers of Wisconsin, S.C.'s Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan reported $29M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,505 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan covers 124 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $29M.

#14,505
in Healthcare & Social Assistance (17,684 peers)
+29.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan's outsized position by total assets

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan vs every filed plan by assets

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

$29,098,490 Top 21% higher than 79% 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

Orthopaedic Centers of Wisconsin, 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. Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan reported participants rose from 112 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391975482 · Orthopaedic Centers of Wisconsin, S.C. PY 2023 · 401(k)

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan · $29M · 124 · 79th

  • PART $29M
  • PART 124
  • PART 79th
  • PART 401(k)
  • PART near Affinitiv 401(k) Plan
  • PART ind #14505

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 →

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan in the asset neighbourhood

Orthopaedic Centers of Wisconsin, S.C. 401(k) PlanOrthopaedic Centers of Wisco…$29MAffinitiv 401(k) Plan$29MHome Market Foods, Inc. 401(k) PlanHome Market Foods, Inc. 401(…$29MDuty Free Americas, Inc. Retirement Savings PlanDuty Free Americas, Inc. Ret…$29MRiverside Retirement Savings PlanRiverside Retirement Savings…$29M
End-of-year total assets ($M) among Orthopaedic Centers of Wisconsin, 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)$22M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN391975482
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic Centers of Wisconsin, S.C.)

Sponsor-wide plan assets over time

All Orthopaedic Centers of Wisconsin, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 43.97159271174551% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.4M $32.3M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 112 $22M
2023 1 124 $29M
2024 1 137 $32M

Nearby 401(k) Plans in Wisconsin

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

Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan, Total assets ($B): 0.02909849 · Participants: 124Orthopaedic Centers of Wisconsin, 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
Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan side-by-side with 3 peers →

Orthopaedic Centers of Wisconsin, 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 Affinitiv 401(k) Plan in IL ($29M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan assets move in 2023? ▼
Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan grew sharply - up 29.9% during 2023, from $22M to $29M. Reported net income was $7M.
How have Orthopaedic Centers of Wisconsin, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic Centers of Wisconsin, S.C.'s sponsor-wide assets grew 44.0%, from $22M to $32M.
Where does Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan ranks in the 79th 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 Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Affinitiv 401(k) Plan in IL ($29M, 506 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 391975482.

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.