401(k) · DOL Form 5500 · 2023
Premier Orthopaedic and Sports Medicine Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 621
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $150,015
- Avg per participant Above avg balance/head
Official DOL plan name: Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan · Sponsored by Premier Orthopaedic and Sports Medicine Associates, Ltd. · Pennsylvania · Healthcare & Social Assistance
$93M in assets, 621 participants
Premier Orthopaedic and Sports Medicine Associates, Ltd.'s Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan reported $93M in total assets and 621 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #16,265 in Healthcare & Social Assistance (17,684 peers)
Where Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan sits by assets
Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $93M for 621 participants (~$150,015/participant), up 12.6% in 2023.
- #16,265
- in Healthcare & Social Assistance (17,684 peers)
- +12.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan's outsized position by total assets
Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$93,159,038 Top 9% higher than 91% 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
Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) 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. Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (621 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $83M in the plan year 2022 filing to $93M in the plan year 2023 filing.
- Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan reported participants rose from 604 in the plan year 2022 filing to 621 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 232866529 · Premier Orthopaedic and Sports Medicine Associates, Ltd. PY 2023 · 401(k)
Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan · $93M · 621 · 91st
- EBSA $93M
- PART 621
- TYPE 91st
- NET 401(k)
- BOOK near International Union of Operating Engineers Local 25 Marine Division Annuity Plan
- VS-ST ind #16265
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 Pennsylvania →
Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $10M |
| Employer EIN | 232866529 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Premier Orthopaedic and Sports Medicine Associates, Ltd.)
Sponsor-wide plan assets over time
All Premier Orthopaedic and Sports Medicine Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 27.243463069170254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 604 | $83M |
| 2023 | 1 | 621 | $93M |
| 2024 | 1 | 222 | $105M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is International Union of Operating Engineers Local 25 Marine Division Annuity Plan in NJ ($93M); by covered participants it is Chapman & Prime 401(k) Profit Sharing Plan in AL (621 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
- International Union of Operating Engineers Local 25 Marine Division Annuity Plan (NJ) $93M · 1,191
- Skyward, Inc. 401(k) Plan (WI) $93M · 632
- Reliance Test & Technology, LLC 401(k) Plan (FL) $93M · 1,146
- The Connectme 401(k) Plan (CA) $93M · 14,803
Similar participant headcount
Nearest other-state filings by covered participants (621 participants); asset peers above are excluded.
- Chapman & Prime 401(k) Profit Sharing Plan (AL) 621 · 0 off
- Hunter Industries Holding Company, Ltd. 401(k) Savings Plan (TX) 621 · 0 off
- Oia Retirement and Savings Plan (OR) 621 · 0 off
- Central Motor Wheel of America 401(k) Plan (KY) 621 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.