401(k) · DOL Form 5500 · 2023

Peninsula Orthopaedic Associates, P.a. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 104
Participants Small participant base: 69th
Percentile by assets National rank: $160,963
Avg per participant Above avg balance/head

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Official DOL plan name: Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan · Sponsored by Peninsula Orthopaedic Associates, P.a. · Maryland · Healthcare & Social Assistance

$17M in assets, 104 participants

Peninsula Orthopaedic Associates, P.a.'s Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan reported $17M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#13,102 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan covers 104 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $17M.

#13,102
in Healthcare & Social Assistance (17,684 peers): +10.6%
assets growth YoY

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan's outsized position by total assets

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan vs every filed plan by assets

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

$16,740,123 Top 31% higher than 69% 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

Peninsula Orthopaedic Associates, P.a. 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. Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan sits mid-pack in the medium band (104 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan reported participants fell from 112 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 520910711 · Peninsula Orthopaedic Associates, P.a. PY 2023 · 401(k)

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan · $17M · 104 · 69th

ASSETS $17M
PCT 104
EIN 69th
RANK 401(k)
PHOTO near Ustc Retirement Plan
IND ind #13102

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 Maryland →

End-of-year total assets ($M) among Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$17M
Net Income	$2M
Employer EIN	520910711
Plan Effective Date	1971-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Peninsula Orthopaedic Associates, P.a.)

Latest sponsor-wide plan assets: $20M 30.224584912964698% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	112	$15M
2023	1	104	$17M
2024	1	118	$20M

Nearby 401(k) Plans in Maryland

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

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan side-by-side with 3 peers →

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Ustc Retirement Plan in FL ($17M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Ustc Retirement Plan (FL) $17M · 89
C.P. Advanced Imaging, PLLC Retirement Plan (NY) $17M · 76
Collins + Collins 401(k) Profit Sharing Plan (CA) $17M · 133
Campbell Group Associates, LLC 401(k) Profit Sharing Plan (NJ) $17M · 274

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

Penn Automotive, Inc. 401(k) Plan (MI) 104 · 0 off
Kass Shuler, P. a. 401(k) Profit Sharing Plan (FL) 104 · 0 off
Anord Mardix (USA) Inc. (VA) 104 · 0 off
Cleveland Hardware and Forging Co. Profit Sharing (WI) 104 · 0 off

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 Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan assets move in 2023? ▼

Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan grew at a solid clip - up 10.6% during 2023, from $15M to $17M. Reported net income was $2M.

How have Peninsula Orthopaedic Associates, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Peninsula Orthopaedic Associates, P.a.'s sponsor-wide assets grew 30.2%, from $15M to $20M.

Which 401(k) plans are similar in size to Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ustc Retirement Plan in FL ($17M, 89 participants).

Which 401(k) plans cover a similar participant headcount to Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 520910711.