401(k)
2023 plan-year 401(k) DOL Form 5500

Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Premier Orthopaedic and Sports Medicine Associates, Ltd. · Pennsylvania · Healthcare & Social Assistance

What the 2023 filing shows

Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan holds $93M for 621 participants — about $150,015 per participant, up 12.6% over the 2023 plan year.

$93M
total plan assets (2023 EOY)
621
covered participants
$150,015
avg assets per participant
+12.6%
assets growth YoY
Total Assets (2023)
$93M
Participants
621
State
Industry
Healthcare & Social Assistance

What the Filing Says About Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan

Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Premier Orthopaedic and Sports Medicine Associates, Ltd., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $93M in total end-of-year assets and covers 621 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 232866529, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $83M at the beginning of 2023 to $93M at year-end — a gain of 12.6%. Net assets (after liabilities) closed the year at $93M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$83M
Total Assets (End of Year)$93M
Net Assets (End of Year)$93M
Net Income$10M
Plan Type401(k)
Employer EIN232866529
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Premier Orthopaedic and Sports Medicine Associates, Ltd.)

Year Plans Participants Total Assets
2022 1 604 $83M
2023 1 621 $93M
2024 1 222 $105M

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Frequently Asked Questions

How much money is in the Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan holds $93M in total assets with 621 participants. It is sponsored by Premier Orthopaedic and Sports Medicine Associates, Ltd..
What type of plan is Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan?
Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 232866529.
Who sponsors the Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan?
Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan is sponsored by Premier Orthopaedic and Sports Medicine Associates, Ltd., located in Pennsylvania. The sponsor's EIN is 232866529 and the plan operates in the Healthcare & Social Assistance industry.
How did Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan perform in 2023?
Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan grew by 12.6% during 2023, moving from $83M to $93M in total assets. Net income was $10M.
Where can I find official filings for Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232866529 or plan name at efast.dol.gov.
How does Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan compare to other plans?
You can compare Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 232866529.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.