401(k) · DOL Form 5500 · 2023

Alban-Wertheimer Orthopaedic Group 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$276,550
Avg per participant High balance/head
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Official DOL plan name: Alban-Wertheimer Orthopaedic Group 401(k) Plan · Sponsored by Alban-Wertheimer Orthopaedic Group · California · Healthcare & Social Assistance

$2M in assets, 7 participants

Alban-Wertheimer Orthopaedic Group's Alban-Wertheimer Orthopaedic Group 401(k) Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,053 in Healthcare & Social Assistance (17,684 peers)

Alban-Wertheimer Orthopaedic Group multi-year trail

Alban-Wertheimer Orthopaedic Group's plans moved -19.8% in assets from 2022 to 2024; this filing shows Alban-Wertheimer Orthopaedic Group 401(k) Plan at $2M / 7 participants.

#5,053
in Healthcare & Social Assistance (17,684 peers)
-14.0%
assets change YoY

The plan reported a net loss of $315K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alban-Wertheimer Orthopaedic Group 401(k) Plan among the smaller filed plans by assets

Alban-Wertheimer Orthopaedic Group 401(k) Plan vs every filed plan by assets

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

$1,935,849 30th percentile higher than 30% 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

Alban-Wertheimer Orthopaedic Group 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alban-Wertheimer Orthopaedic Group 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alban-Wertheimer Orthopaedic Group 401(k) Plan reported net income rose from -$607K in the plan year 2022 filing to -$315K in the plan year 2023 filing.
  • Alban-Wertheimer Orthopaedic Group 401(k) Plan reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Alban-Wertheimer Orthopaedic Group 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330598081 · Alban-Wertheimer Orthopaedic Group PY 2023 · 401(k)

Alban-Wertheimer Orthopaedic Group 401(k) Plan · $2M · 7 · 30th

  • TYPE $2M
  • TYPE 7
  • TYPE 30th
  • TYPE 401(k)
  • TYPE near Santram Management Corporation 401(k) Profit Sharing Plan
  • TYPE ind #5053

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 California →

Alban-Wertheimer Orthopaedic Group 401(k) Plan in the asset neighbourhood

Alban-Wertheimer Orthopaedic Group 401(k) PlanAlban-Wertheimer Orthopaedic…$2MSantram Management Corporation 401(k) Profit Sharing PlanSantram Management Corporati…$2MCertes Networks, Inc. 401(k) Profit Sharing Plan and TrustCertes Networks, Inc. 401(k)…$2MPrescription Shoppe of Southern Pines 401(k) Profit Sharing PlanPrescription Shoppe of South…$2MEcho Offshore, LLC 401(k) PlanEcho Offshore, LLC 401(k) Pl…$2M
End-of-year total assets ($M) among Alban-Wertheimer Orthopaedic Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alban-Wertheimer Orthopaedic Group multi-year asset trail

Sponsor-wide plan assets over time

All Alban-Wertheimer Orthopaedic Group plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.845393801535398% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $2.25M $1.8M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 7 $2M
2024 1 7 $2M

Alban-Wertheimer Orthopaedic Group filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$315K
Employer EIN330598081
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Alban-Wertheimer Orthopaedic Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Alban-Wertheimer Orthopaedic Group 401(k) Plan, Total assets ($B): 0.001935849 · Participants: 7Alban-Wertheimer Orthopaedic Group 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Alban-Wertheimer Orthopaedic Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Alban-Wertheimer Orthopaedic Group 401(k) Plan side-by-side with 3 peers →

Alban-Wertheimer Orthopaedic Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Santram Management Corporation 401(k) Profit Sharing Plan in FL ($2M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Alban-Wertheimer Orthopaedic Group 401(k) Plan assets move in 2023? ▼
Alban-Wertheimer Orthopaedic Group 401(k) Plan pulled back noticeably - down 14.0% during 2023, from $2M to $2M. Reported net income was -$315K.
How have Alban-Wertheimer Orthopaedic Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alban-Wertheimer Orthopaedic Group's sponsor-wide assets declined 19.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Alban-Wertheimer Orthopaedic Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Santram Management Corporation 401(k) Profit Sharing Plan in FL ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Alban-Wertheimer Orthopaedic Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 330598081.

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.