401(k) · DOL Form 5500 · 2023

Orthopaedic & Spine Center of the Rockies, PC 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
576
Participants Below avg headcount
89th
Percentile by assets National rank
$132,777
Avg per participant Near avg balance/head
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Official DOL plan name: Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan · Sponsored by Orthopaedic & Spine Center of the Rockies, PC · Colorado · Healthcare & Social Assistance

$76M in assets, 576 participants

Orthopaedic & Spine Center of the Rockies, PC's Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan reported $76M in total assets and 576 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,058 in Healthcare & Social Assistance (17,684 peers)

Where Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan sits by assets

Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $76M for 576 participants (~$132,777/participant), up 13.3% in 2023.

#16,058
in Healthcare & Social Assistance (17,684 peers)
+13.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$76,479,793 Top 11% higher than 89% 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

Orthopaedic & Spine Center of the Rockies, P.C. 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. Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (576 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan reported net income rose from -$15M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $68M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan reported participants rose from 539 in the plan year 2022 filing to 576 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840593455 · Orthopaedic & Spine Center of the Rockies, PC PY 2023 · 401(k)

Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan · $76M · 576 · 89th

  • PART $76M
  • PART 576
  • PART 89th
  • PART 401(k)
  • PART near American National Bank 401(k) Profit Sharing Plan
  • PART ind #16058

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 Colorado →

Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Mhi Group 401(k) Plan$76MStarkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing PlanStarkweather & Shepley Insur…$76MOrthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing PlanOrthopaedic & Spine Center o…$76MAmerican National Bank 401(k) Profit Sharing PlanAmerican National Bank 401(k…$76MMagnetar Capital LLC Profit Sharing and 401(k) PlanMagnetar Capital LLC Profit …$76M
End-of-year total assets ($M) among Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$76M
Net Income$9M
Employer EIN840593455
Plan Effective Date1970-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopaedic & Spine Center of the Rockies, PC)

Sponsor-wide plan assets over time

All Orthopaedic & Spine Center of the Rockies, PC plans reported in each filing year

Latest sponsor-wide plan assets
$103M 32.73127001922786% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.5M $103M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 659 $77M
2023 2 724 $89M
2024 2 727 $103M

Nearby 401(k) Plans in Colorado

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

Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.076479793 · Participants: 576Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is American National Bank 401(k) Profit Sharing Plan in NE ($76M); by covered participants it is Rockwall Regional Hospital, LLC 401(k) Profit Sharing Plan and Trust in TX (576 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (576 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 Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2023, from $68M to $76M. Reported net income was $9M.
How have Orthopaedic & Spine Center of the Rockies, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopaedic & Spine Center of the Rockies, PC's sponsor-wide assets grew 32.7%, from $77M to $103M.
Where does Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American National Bank 401(k) Profit Sharing Plan in NE ($76M, 569 participants).
Which 401(k) plans cover a similar participant headcount to Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockwall Regional Hospital, LLC 401(k) Profit Sharing Plan and Trust in TX (576 participants, N/A 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 840593455.

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.