401(k) · DOL Form 5500 · 2023

Orthotennessee, P.C. 401(k) Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
569
Participants Below avg headcount
93rd
Percentile by assets National rank
$253,635
Avg per participant Above avg balance/head
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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.

  • #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.

#16,659
in Healthcare & Social Assistance (17,684 peers)
+1.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Orthotennessee 401(k) Plan's outsized position 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 $2,050,000,000 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

Orthotennessee 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. Orthotennessee 401(k) Plan sits mid-pack in the medium band (569 participants).

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 →

Published 5500 schedule card

Filing strip 621700130 · Orthotennessee, P.C. PY 2023 · 401(k)

Orthotennessee 401(k) Plan · $144M · 569 · 93rd

  • PCT $144M
  • PCT 569
  • PCT 93rd
  • PCT 401(k)
  • PCT near Select Equity Group, L.P. 401(k) Psp and Trust
  • PCT ind #16659

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 Tennessee →

Orthotennessee 401(k) Plan in the asset neighbourhood

Orthotennessee 401(k) Plan$144MSelect Equity Group, L.P. 401(k) Psp and TrustSelect Equity Group, L.P. 40…$144MCellmark Profit Sharing Plan and TrustCellmark Profit Sharing Plan…$144MGraftech International Holdings Inc. Savings PlanGraftech International Holdi…$144MMichigan State University Federal Credit UnionMichigan State University Fe…$144M
End-of-year total assets ($M) among Orthotennessee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Orthotennessee, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$153M 7.850516370675955% vs 2022
2024 filing year
$140M$145M$150M$155M 202220232024 $142M $153M ▲ +7.8%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Orthotennessee 401(k) Plan, Total assets ($B): 0.144318133 · Participants: 569Orthotennessee 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
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 →

Orthotennessee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Select Equity Group, L.P. 401(k) Psp and Trust in NY ($144M); by covered participants it is Searles Valley Minerals 401(k) Plan in KS (569 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (569 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 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).
Which 401(k) plans cover a similar participant headcount to Orthotennessee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Searles Valley Minerals 401(k) Plan in KS (569 participants, $117M 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 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.