401(k) · DOL Form 5500 · 2023

Orthopedic Associates of Sw Ohio Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
153
Participants Small participant base
79th
Percentile by assets National rank
$193,191
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan · Sponsored by Orthopedic Associates of Sw Ohio Inc. · Ohio · Healthcare & Social Assistance

$30M in assets, 153 participants

Orthopedic Associates of Sw Ohio Inc.'s Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan reported $30M in total assets and 153 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.

  • #14,537 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan covers 153 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#14,537
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan's outsized position by total assets

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan vs every filed plan by assets

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

$29,558,230 Top 21% higher than 79% 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

Orthopedic Associates of Sw Ohio Inc Profit Sharing 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. Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan reported participants rose from 145 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262292026 · Orthopedic Associates of Sw Ohio Inc. PY 2023 · 401(k)

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan · $30M · 153 · 79th

  • TYPE $30M
  • TYPE 153
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near The Modern Group 401(k) Plan
  • TYPE ind #14537

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 Ohio →

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan in the asset neighbourhood

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) PlanOrthopedic Associates of Sw …$30MThe Modern Group 401(k) Plan$30MBonnier LLC 401(k) Plan$30MThe Arthur G. Russell Company, Inc. Profit Sharing PlanThe Arthur G. Russell Compan…$30MNeill Corporation 401(k) Profit Sharing Plan & TrustNeill Corporation 401(k) Pro…$30M
End-of-year total assets ($M) among Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN262292026
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Associates of Sw Ohio Inc.)

Sponsor-wide plan assets over time

All Orthopedic Associates of Sw Ohio Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 32.17799503766432% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.8M $34.1M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 145 $26M
2023 1 153 $30M
2024 1 164 $34M

Nearby 401(k) Plans in Ohio

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

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan, Total assets ($B): 0.02955823 · Participants: 153Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan side-by-side with 3 peers →

Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Modern Group 401(k) Plan in TX ($30M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 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 (153 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 Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan assets move in 2023? ▼
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $26M to $30M. Reported net income was $4M.
How have Orthopedic Associates of Sw Ohio Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Associates of Sw Ohio Inc.'s sponsor-wide assets grew 32.2%, from $26M to $34M.
Where does Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan ranks in the 79th 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 Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Modern Group 401(k) Plan in TX ($30M, 1,482 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 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 262292026.

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.