401(k) · DOL Form 5500 · 2023
Ellis Badenhausen Orthopaedics, Psc 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 120
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $323,616
- Avg per participant High balance/head
Official DOL plan name: Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan · Sponsored by Ellis Badenhausen Orthopaedics, Psc · Kentucky · Healthcare & Social Assistance
$39M in assets, 120 participants
Ellis Badenhausen Orthopaedics, Psc's Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan reported $39M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #15,077 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan covers 120 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $39M.
- #15,077
- in Healthcare & Social Assistance (17,684 peers)
- +12.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan's outsized position by total assets
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,833,937 Top 17% higher than 83% 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
Ellis Badenhausen Orthopaedics, Psc 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. Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan reported participants rose from 101 in the plan year 2022 filing to 120 in the plan year 2023 filing.
- Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 610678573 · Ellis Badenhausen Orthopaedics, Psc PY 2023 · 401(k)
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan · $39M · 120 · 83rd
- VS-ST $39M
- BOY 120
- SCH 83rd
- EBSA 401(k)
- PART near Neal and Harwell Profit Sharing Plan
- TYPE ind #15077
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 Kentucky →
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 610678573 |
| Plan Effective Date | 1968-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ellis Badenhausen Orthopaedics, Psc)
Sponsor-wide plan assets over time
All Ellis Badenhausen Orthopaedics, Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 60.78441921983205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 202 | $69M |
| 2023 | 2 | 240 | $78M |
| 2024 | 1 | 110 | $27M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Neal and Harwell Profit Sharing Plan in TN ($39M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Neal and Harwell Profit Sharing Plan (TN) $39M · 48
- Watchfire Signs Non-Union 401(k) Plan (IL) $39M · 292
- Ghj 401(k) Retirement Plan (CA) $39M · 219
- Teague Savings and Investment Plan - 401(k) (WA) $39M · 163
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Southgroup 401(k) Plan (MS) 120 · 0 off
- Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan (AZ) 120 · 0 off
- Sloat Garden Center, Inc. Profit Sharing Plan (CA) 120 · 0 off
- C S T & T Co. 401(k) Plan (NY) 120 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.