401(k) · DOL Form 5500 · 2023

Athens Orthopedic Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
322
Participants Below avg headcount
84th
Percentile by assets National rank
$140,291
Avg per participant Near avg balance/head
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Official DOL plan name: Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan · Sponsored by Athens Orthopedic Clinic, P.a. · Georgia · Healthcare & Social Assistance

$45M in assets, 322 participants

Athens Orthopedic Clinic, P.a.'s Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan reported $45M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,346 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan covers 322 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $45M.

#15,346
in Healthcare & Social Assistance (17,684 peers)
+18.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,173,683 Top 16% higher than 84% 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

Athens Orthopedic Clinic, P.a. 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. Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan reported participants rose from 307 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581076549 · Athens Orthopedic Clinic, P.a. PY 2023 · 401(k)

Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan · $45M · 322 · 84th

  • IND $45M
  • IND 322
  • IND 84th
  • IND 401(k)
  • IND near Ia American Warranty, LP 401(k) Plan
  • IND ind #15346

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 Georgia →

Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Modern Industries, Inc. 401(k) Retirement Savings PlanModern Industries, Inc. 401(…$45MC. D. Smith Construction, Inc. Profit Sharing PlanC. D. Smith Construction, In…$45MAthens Orthopedic Clinic, P.a. 401(k) Profit Sharing PlanAthens Orthopedic Clinic, P.…$45MIa American Warranty, LP 401(k) PlanIa American Warranty, LP 401…$45MBioivt, LLC Retirement Plan$45M
End-of-year total assets ($M) among Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN581076549
Plan Effective Date1969-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athens Orthopedic Clinic, P.a.)

Sponsor-wide plan assets over time

All Athens Orthopedic Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 23.57052547693824% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.3M $47.3M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 307 $38M
2023 1 322 $45M
2024 1 334 $47M

Nearby 401(k) Plans in Georgia

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

Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.045173683 · Participants: 322Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Ia American Warranty, LP 401(k) Plan in TX ($45M); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan grew sharply - up 18.0% during 2023, from $38M to $45M. Reported net income was $7M.
How have Athens Orthopedic Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athens Orthopedic Clinic, P.a.'s sponsor-wide assets grew 23.6%, from $38M to $47M.
Where does Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan ranks in the 84th 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 Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ia American Warranty, LP 401(k) Plan in TX ($45M, 688 participants).
Which 401(k) plans cover a similar participant headcount to Athens Orthopedic Clinic, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants, $123M 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 581076549.

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.