401(k) · DOL Form 5500 · 2023

ORTHOATLANTA 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
534
Participants Below avg headcount
83rd
Percentile by assets National rank
$72,599
Avg per participant Below avg balance/head
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Official DOL plan name: Orthoatlanta 401(k) Profit Sharing Plan · Sponsored by ORTHOATLANTA · Georgia · Healthcare & Social Assistance

$39M in assets, 534 participants

ORTHOATLANTA's Orthoatlanta 401(k) Profit Sharing Plan reported $39M in total assets and 534 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.

  • #15,072 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Orthoatlanta 401(k) Profit Sharing Plan covers 534 participants in Georgia, about 49% of the average Georgia filer (state average ~1,096 per filing). Assets: $39M.

#15,072
in Healthcare & Social Assistance (17,684 peers)
+24.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Orthoatlanta 401(k) Profit Sharing Plan's outsized position by total assets

Orthoatlanta 401(k) Profit Sharing Plan vs every filed plan by assets

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

$38,768,002 Top 17% higher than 83% 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

Orthoatlanta 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. Orthoatlanta 401(k) Profit Sharing Plan sits mid-pack in the medium band (534 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orthoatlanta 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Orthoatlanta 401(k) Profit Sharing Plan reported participants rose from 311 in the plan year 2022 filing to 534 in the plan year 2023 filing.
  • Orthoatlanta 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030482395 · ORTHOATLANTA PY 2023 · 401(k)

Orthoatlanta 401(k) Profit Sharing Plan · $39M · 534 · 83rd

  • TYPE $39M
  • TYPE 534
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near 401(k) Retirementsavings Plan for Employees of Perry's Ice Cream Company, Inc.
  • TYPE ind #15072

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 →

Orthoatlanta 401(k) Profit Sharing Plan in the asset neighbourhood

Orthoatlanta 401(k) Profit Sharing PlanOrthoatlanta 401(k) Profit S…$39M401(k) Retirementsavings Plan for Employees of Perry's Ice Cream Company, Inc.401(k) Retirementsavings Pla…$39MOrs Medco 401(k) Plan$39MThe Hagadone Corporation Retirement PlanThe Hagadone Corporation Ret…$39MBalboa Nephrology Medical Group, Inc. Profit-Sharing PlanBalboa Nephrology Medical Gr…$39M
End-of-year total assets ($M) among Orthoatlanta 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)$31M
Net Assets (End of Year)$39M
Net Income$8M
Employer EIN030482395
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ORTHOATLANTA)

Sponsor-wide plan assets over time

All ORTHOATLANTA plans reported in each filing year

Latest sponsor-wide plan assets
$47M 49.02455660222205% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31.2M $46.5M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 311 $31M
2023 1 534 $39M
2024 1 585 $47M

Nearby 401(k) Plans in Georgia

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

Orthoatlanta 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 ($B) Participants Orthoatlanta 401(k) Profit Sharing Plan, Total assets ($B): 0.038768002 · Participants: 534Orthoatlanta 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
Orthoatlanta 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Orthoatlanta 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthoatlanta 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 401(k) Retirementsavings Plan for Employees of Perry's Ice Cream Company, Inc. in NY ($39M); by covered participants it is Hagerty Consulting Inc 401(k) Plan in IL (534 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (534 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 Orthoatlanta 401(k) Profit Sharing Plan assets move in 2023? ▼
Orthoatlanta 401(k) Profit Sharing Plan grew sharply - up 24.2% during 2023, from $31M to $39M. Reported net income was $8M.
How have ORTHOATLANTA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ORTHOATLANTA's sponsor-wide assets grew 49.0%, from $31M to $47M.
Where does Orthoatlanta 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthoatlanta 401(k) Profit Sharing Plan ranks in the 83rd 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 Orthoatlanta 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Retirementsavings Plan for Employees of Perry's Ice Cream Company, Inc. in NY ($39M, 436 participants).
Which 401(k) plans cover a similar participant headcount to Orthoatlanta 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hagerty Consulting Inc 401(k) Plan in IL (534 participants, $19M 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 030482395.

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.