401(k) · DOL Form 5500 · 2023

Orthotennessee, P.C. 401(k) Plan

Data updated 2026-08-11

$144M
Total assets
569
Participants
93rd
Percentile by assets
$253,635
Avg per participant
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Official DOL plan name: Orthotennessee 401(k) Plan · Sponsored by Orthotennessee, P.C. · Tennessee · Healthcare & Social Assistance

$144M in assets, 569 participants

Orthotennessee, P.C.'s Orthotennessee 401(k) Plan reported $144M in total assets and 569 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #16,659 in Healthcare & Social Assistance (17,684 peers)

Where Orthotennessee 401(k) Plan sits by assets

Orthotennessee 401(k) Plan sits in the top 10% of all filed plans by assets, $144M for 569 participants (~$253,635/participant), up 1.5% in 2023.

$144M
total plan assets (2023 EOY)
569
covered participants
93rd
percentile by assets (of 127,072 plans)
$253,635
avg assets per participant

Where Orthotennessee 401(k) Plan sits by total assets

Orthotennessee 401(k) Plan vs every filed plan by assets

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

$144,318,133 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthotennessee 401(k) Plan reported net income rose from -$25M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Orthotennessee 401(k) Plan reported participants fell from 643 in the plan year 2022 filing to 569 in the plan year 2023 filing.
  • Orthotennessee 401(k) Plan end-of-year assets rose from $142M in the plan year 2022 filing to $144M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Tennessee
Industry
Healthcare & Social Assistance

Orthotennessee 401(k) Plan vs the 2023 asset distribution

By assets, Orthotennessee 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$144M
Net Income$2M
Employer EIN621700130
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthotennessee, P.C.)

$140M$145M$150M$155M 202220232024 $142M $153M ▲ +7.8%
Total plan assets by year, all Orthotennessee, P.C. plans on file
Year Plans Participants Total Assets
2022 1 643 $142M
2023 1 569 $144M
2024 1 713 $153M

Nearby 401(k) Plans in Tennessee

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

Orthotennessee 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Orthotennessee 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Orthotennessee 401(k…Fedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
Orthotennessee 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Orthotennessee 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Orthotennessee 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Orthotennessee 401(k) Plan assets move in 2023? ▼
Orthotennessee 401(k) Plan edged up modestly - up 1.5% during 2023, from $142M to $144M. Reported net income was $2M.
How have Orthotennessee, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthotennessee, P.C.'s sponsor-wide assets grew 7.9%, from $142M to $153M.
Where does Orthotennessee 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthotennessee 401(k) Plan ranks in the 93rd 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 Orthotennessee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Select Equity Group, L.P. 401(k) Psp and Trust in NY ($144M, 207 participants).

Next read for Orthotennessee 401(k) Plan

Scale reading

Ways to act on Orthotennessee 401(k) Plan's numbers.

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 621700130.

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.