401(k) · DOL Form 5500 · 2023
Orthopaedic Associates of 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 166
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $182,139
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedic Associates of Muskegon, PC 401(k) Plan · Sponsored by Orthopaedic Associates of · Michigan · Healthcare & Social Assistance
$30M in assets, 166 participants
Orthopaedic Associates of's Orthopaedic Associates of Muskegon, PC 401(k) Plan reported $30M in total assets and 166 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.
- #14,573 in Healthcare & Social Assistance (17,684 peers)
Coverage in Michigan
Orthopaedic Associates of Muskegon, PC 401(k) Plan covers 166 participants in Michigan, about 26% of the average Michigan filer (state average ~638 per filing). Assets: $30M.
- #14,573
- in Healthcare & Social Assistance (17,684 peers)
- +21.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Orthopaedic Associates of Muskegon, PC 401(k) Plan's outsized position by total assets
Orthopaedic Associates of Muskegon, PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,235,028 Top 21% higher than 79% 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
Orthopaedic Associates of Muskegon, PC 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 Associates of Muskegon, PC 401(k) Plan sits mid-pack in the medium band (166 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orthopaedic Associates of Muskegon, PC 401(k) Plan reported net income rose from -$655K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Orthopaedic Associates of Muskegon, PC 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Orthopaedic Associates of Muskegon, PC 401(k) Plan reported participants rose from 160 in the plan year 2022 filing to 166 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 382192991 · Orthopaedic Associates of PY 2023 · 401(k)
Orthopaedic Associates of Muskegon, PC 401(k) Plan · $30M · 166 · 79th
- EOY $30M
- 5500 166
- ASSETS 79th
- PCT 401(k)
- EIN near The Wright Center for Graduate Medical Education 403(b) Plan
- RANK ind #14573
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 Michigan →
Orthopaedic Associates of Muskegon, PC 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $5M |
| Employer EIN | 382192991 |
| Plan Effective Date | 2005-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Associates of)
Sponsor-wide plan assets over time
All Orthopaedic Associates of plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 41.721921797188664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 299 | $25M |
| 2023 | 1 | 166 | $30M |
| 2024 | 1 | 209 | $35M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Orthopaedic Associates of Muskegon, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is The Wright Center for Graduate Medical Education 403(b) Plan in PA ($30M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.
- California Retina Associates 401(k) Plan (CA) 166 · 0 off
- Lightways Hospice and Serious Illness Care 401(k) Plan (IL) 166 · 0 off
- Air Conditioning Innovative Solutions 401(k) Plan (TX) 166 · 0 off
- The Amadas Group, Inc. Savings Plan (VA) 166 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.