401(k) · DOL Form 5500 · 2023

Ortholonestar, PLLC 401(k) Plan

Data updated 2026-08-25

$198M
Total assets Near avg plan size
876
Participants Near avg headcount
95th
Percentile by assets National rank
$226,203
Avg per participant Above avg balance/head
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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.

  • #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.

#16,852
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Ortholonestar 401(k) Retirement Plan's outsized position 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

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

Ortholonestar 401(k) Retirement 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. Ortholonestar 401(k) Retirement Plan sits mid-pack in the medium band (876 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 842136648 · Ortholonestar, PLLC PY 2023 · 401(k)

Ortholonestar 401(k) Retirement Plan · $198M · 876 · 95th

  • BOOK $198M
  • VS-ST 876
  • BOY 95th
  • SCH 401(k)
  • EBSA near True Manufacturing Company, Inc. 401(k) Plan
  • PART ind #16852

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 Texas →

Ortholonestar 401(k) Retirement Plan in the asset neighbourhood

Ortholonestar 401(k) Retirement PlanOrtholonestar 401(k) Retirem…$198MTrue Manufacturing Company, Inc. 401(k) PlanTrue Manufacturing Company, …$198MMercer Wise Pooled Employer PlanMercer Wise Pooled Employer …$198MMartin Memorial Health Systems 401(k) Retirement Savings PlanMartin Memorial Health Syste…$198MThoughtworks, Inc 401(k) Plan$198M
End-of-year total assets ($M) among Ortholonestar 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$168M
Net Assets (End of Year)$198M
Net Income$30M
Employer EIN842136648
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortholonestar, PLLC)

Sponsor-wide plan assets over time

All Ortholonestar, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$231M 37.190193934317% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $168M $231M ▲ +37.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ortholonestar 401(k) Retirement Plan, Total assets ($B): 0.198154067 · Participants: 876Ortholonestar 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ortholonestar 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ortholonestar 401(k) Retirement Plan side-by-side with 3 peers →

Ortholonestar 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is True Manufacturing Company, Inc. 401(k) Plan in MO ($198M); by covered participants it is Outpatient Imaging Affiliates Savings Plan in TN (876 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($198M here).

Similar participant headcount

Nearest other-state filings by covered participants (876 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 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).
Which 401(k) plans cover a similar participant headcount to Ortholonestar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Outpatient Imaging Affiliates Savings Plan in TN (876 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 842136648.

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.