401(k) · DOL Form 5500 · 2023

Ortholonestar, PLLC 401(k) Plan

Data updated 2026-08-11

$198M
Total assets: 876
Participants: 95th
Percentile by assets: $226,203
Avg per participant

Official DOL plan name: Ortholonestar 401(k) Retirement Plan · Sponsored by Ortholonestar, PLLC · Texas · Healthcare & Social Assistance

$198M in assets, 876 participants

Ortholonestar, PLLC's Ortholonestar 401(k) Retirement Plan reported $198M in total assets and 876 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#16,852 in Healthcare & Social Assistance (17,684 peers)

Where Ortholonestar 401(k) Retirement Plan sits by assets

Ortholonestar 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $198M for 876 participants (~$226,203/participant), up 17.7% in 2023.

$198M
total plan assets (2023 EOY): 876
covered participants: 95th
percentile by assets (of 127,072 plans): $226,203
avg assets per participant

Where Ortholonestar 401(k) Retirement Plan sits by total assets

Ortholonestar 401(k) Retirement Plan vs every filed plan by assets

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

$198,154,067 Top 5% higher than 95% 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

Ortholonestar 401(k) Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $30M in the plan year 2023 filing.
Ortholonestar 401(k) Retirement Plan end-of-year assets rose from $168M in the plan year 2022 filing to $198M in the plan year 2023 filing.
Ortholonestar 401(k) Retirement Plan reported participants rose from 848 in the plan year 2022 filing to 876 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Healthcare & Social Assistance

Ortholonestar 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Ortholonestar 401(k) Retirement Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$168M
Net Assets (End of Year)	$198M
Net Income	$30M
Employer EIN	842136648
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ortholonestar, PLLC)

Total plan assets by year, all Ortholonestar, PLLC plans on file

Year	Plans	Participants	Total Assets
2022	1	848	$168M
2023	1	876	$198M
2024	1	972	$231M

Nearby 401(k) Plans in Texas

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

Ortholonestar 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Ortholonestar 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ortholonestar 401(k) Retirement Plan by total assets, not by location.

True Manufacturing Company, Inc. 401(k) Plan (MO) $198M · 2,889
Mercer Wise Pooled Employer Plan (MA) $198M · 7,748
Martin Memorial Health Systems 401(k) Retirement Savings Plan (FL) $198M · 1,218
Thoughtworks, Inc 401(k) Plan (IL) $198M · 986

Frequently Asked Questions

How did Ortholonestar 401(k) Retirement Plan assets move in 2023? ▼

Ortholonestar 401(k) Retirement Plan grew sharply - up 17.7% during 2023, from $168M to $198M. Reported net income was $30M.

How have Ortholonestar, PLLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ortholonestar, PLLC's sponsor-wide assets grew 37.2%, from $168M to $231M.

Where does Ortholonestar 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Ortholonestar 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Ortholonestar 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is True Manufacturing Company, Inc. 401(k) Plan in MO ($198M, 2,889 participants).

Next read for Ortholonestar 401(k) Retirement Plan

Scale reading

Ways to act on Ortholonestar 401(k) Retirement Plan's numbers.

By total assets, Ortholonestar 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Ortholonestar, PLLC's sponsor-wide assets have grown 37.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 842136648.